

Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
May 19, 2025


KEVIN OSER, CIM®, Senior Investment Advisor, iA Private Wealth, Vancouver, BC
KEVIN OSER “We can all feel uncomfortable when markets decline and it can be easy to forget to look back at history. In the...
CARMEN MORGAN
May 14, 2025


CHANTAL BARRIAULT-CRAIG, Senior Consultant, IG Wealth Management Inc., Barrie, ON
CHANTAL BARRIAULT-CRAIG “We Are People First” How Chantal Barriault-Craig Builds Financial Plans That Reflect Lives, Not Just Numbers " “Financial plans can be so generalized , and they shouldn’t be. We are people first, not numbers.” That principle is at the heart of how Chantal Barriault-Craig approaches wealth advising. Before talking about investments or tax strategies, she begins with stories—about your
CARMEN MORGAN
May 12, 2025


Rafael Tirado, Yannik Lalonde, and Étienne d’Alcantara, Senior Wealth Advisors, Scotia McLeod, Montreal, QC
Yannik Lalonde, Étienne d’Alcantara and Rafael Tirado "There are no shortcuts on the path to success" Rafael Tirado...
GARY MILAKOVIC
May 6, 2025


MARC TRENT, B.A., M.B.A., J.D., CHICAGO, PARTNER, TRENT LAW FIRM P.C.
MARC TRENT "Results-driven, client centric, Legacy law firm in the...
Suzen Fromstein
May 2, 2025


BROCK BIEBER, CFP®, CIM® Senior Investment Advisor, TD Wealth Private Investment Advice, Winnipeg MB
BROCK BIEBER “My goal is to simplify my clients' financial lives” Brock Bieber, Senior Investment...
TAYLOR STRANAGHAN
Apr 30, 2025


JAYDATT BHATT, CFP®, Financial Planner for Sun Life, President, Jay Insurance & Financial Services Ltd. Edmonton, Alberta
JAYDATT BHATT “Bringing value to clients is at the forefront of our decision-making” Jaydatt Bhatt, CFP® , has built a distinctive...
TAYLOR STRANAGHAN
Apr 29, 2025










