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Join date: Dec 17, 2024
Posts (5)
Mar 24, 2025 ∙ 4 min
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...
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Mar 10, 2025 ∙ 3 min
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...
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Feb 24, 2025 ∙ 3 min
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...
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CARMEN MORGAN
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