MATTHEW STEWART, MBA, CIM®, Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
MATTHEW STEWART “Canada is a safe, secure, trustworthy place to invest money. Our number one...
CARMEN MORGAN
Mar 12
JOHN MAZZIOTTI, CFP, Division Director, IG Private Wealth, in Peterborough, ON. Offering a Full Range of Financial Services including Complete Estate Planning.
JOHN MAZZIOTTI “Bring us your dreams, and we will do the rest” John Mazziotti, Division Director...
TAYLOR STRANAGHAN
Mar 7
GEOFF FUNKE, BSc, BA, FEA, Senior Wealth Advisor, Scotia Wealth Management, Surrey, BC
GEOFF FUNKE “I've always been a proponent for giving back and...
TAYLOR STRANAGHAN
Mar 7
LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
LAKSHMI PILLAI “The goal is to empower clients with the knowledge to make more informed financial choices” Lakshmi Pillai, Senior Investment Advisor for Manulife Wealth based in Oakville, Ontario, offers a distinctive blend of passion and expertise. On a mission to make financial planning more accessible, Lakshmi's career goes beyond a mere profession as she dedicates her efforts to offering informed choices,
TAYLOR STRANAGHAN
Mar 7
JULIA BENSON CFP® CIM®, Wealth Advisor, ScotiaMcLeod, Calgary, Alberta
JULIA BENSON "Carving my own path: My personal journey to embrace diversity and conquer self-doubt" Julia Benson (CFP® , CIM® ),...
TAYLOR STRANAGHAN
Mar 7
CHARISSA CUMMINGS CFP®, EPC, Senior Wealth Advisor, Servus Wealth Strategies, Aviso Wealth, Red Deer, AB
CHARISSA CUMMINGS “Going above and beyond for clients is business as usual” If Charissa Cummings hadn’t become a...
JANICE TUFF
Mar 6
JILLIAN VUKOVICH, CFP®, Financial Advisor & Division Manager, IG Wealth Management in Red Deer, Alberta
JILLIAN VUKOVICH “Educate and Empower” Jillian Vukovich, CFP® , Financial Advisor and Division Manager for IG Wealth Management confidently asserts herself as a powerhouse in the industry, continuously carving out a path that showcases her unwavering experience and commitment. Her unconventional journey, having completed her post-secondary education in Psychology, proved integral to her success as a Financial Advisor, as s
TAYLOR STRANAGHAN
Mar 6
