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Join date: Mar 6, 2023
Posts (19)
Apr 29, 2025 ∙ 6 min
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...
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Apr 16, 2025 ∙ 10 min
EVAN INGLIS, CFP®, Wealth Advisor, IG Wealth Management in Calgary, Alberta
EVAN INGLIS “I want people to demand more from the financial professionals...
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Mar 7, 2025 ∙ 5 min
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® ),...
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TAYLOR STRANAGHAN
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