

Aditya Sharma, Senior Wealth Advisor, Sharma Wealth | Partners, IG Wealth Management, Montreal, Quebec
ADITYA SHARMA ”Ninety-nine percent of Canadians and Americans don’t know what they have in their investment portfolio, and this...
CARMEN MORGAN
Mar 5


MARY A STEWART, CFP, EPC, Senior Wealth / Investment Advisor, iA Private Wealth, Vancouver, BC
MARY STEWART “I loved this business right away. I fell in love with the possibilities of putting a...
CARMEN MORGAN
Mar 3


CASPER KLECZEK, Business Development Manager, Global X, Toronto, Ontario
CASPER KLECZEK “I aspire to be known for trustworthiness, providing value, offering honest product...
TAYLOR STRANAGHAN
Feb 26


AMEERA AMEERULLAH, CEO-Broker-Lender, Canada Mortgage and Financial Group (CMFG)
AMEERA AMEERULLAH “Compassion has always been the driving force of this Mississauga...
CARMEN MORGAN
Feb 26


EVAN RIDDELL, BSc, CFP® , RRC; Wealth & Investment Advisor, Riddell Wealth Management, Richardson Wealth, Victoria, BC
EVAN RIDDELL “There’s nothing more gratifying than showing a client that the...
CARMEN MORGAN
Feb 24


ROBERT J. OGLOFF, CFP®, CPCA, Financial Planner, Sun Life, in Grand Forks, BC
ROBERT OGLOFF “Success isn’t just about financial outcomes - it’s about gratitude...
TAYLOR STRANAGHAN
Feb 21


Jeff Christian, CPA®, CA®, CIM® and Corey Philp, CPA®, CA®,CBV ®, Senior Wealth Advisors, Scotia McLeod, Halifax, NS
JEFF CHRISTIAN & COREY PHILP "Putting money where it matters" Jeff Christian and Corey Philp are...
GARY MILAKOVIC
Feb 20










