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Join date: May 20, 2021

Posts (6)

May 28, 20267 min
HELENE ATA, CFP®, RRC®, MFA-P™, QAFP®, Financial Planner, Division Manager and Executive Financial Consultant, IG Wealth Management Inc., Mutual Fund Division, Toronto, ON.
HELENE ATA “We’re fully invested in doing the right thing for clients. Their success is our success.” For Helene Ata, CFP®, RRC®, MFA-P™, QAFP®, juggling isn’t a side effect of her 20- year career success. It’s the job itself. As a Financial Planner, Division Manager, and Executive Financial Consultant with IG Wealth Management (IG), Helene’s days move between client meetings, building financial plans, team check-ins, recruiting strategy, coaching sessions, and continuously growing her own...

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May 15, 20268 min
Millicent Hicks, CFP®, CIM®, FCSI®, FEA®, Senior Wealth Advisor & Portfolio Manager, Millicent Hicks Group, ScotiaMcLeod, St John's, Newfoundland
Millicent Hicks “Clients have built this beautiful thing; now we’re going to protect it, and all the people involved.” Set in scenic downtown St. John’s Newfoundland. with office views of St. John’s Harbour, Millicent Hicks, CFP®, CIM®, FCSI®, FEA®, and her team are focused on growth via holistic wealth planning and client-first service. “This is our biggest year yet for client referrals from our existing client base,” says Millicent, Senior Wealth Advisor and Portfolio Manager at Millicent...

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Apr 1, 20269 min
CYNDY MORIN, Family Lawyer in Calgary & Founder, Resolve Legal Group & AskJAQQ
CYNDY MORIN & TEAM “Got a Quick Legal Question? AskJAQQ, our innovative online app, launches soon. It gives answers to Quick Legal Questions from verified lawyers and supports domestic violence prevention programs." Ever been at a get-together where people ask you “quick” questions related to your profession? Maybe you’re a hairstylist, a physician, a mechanic. For Cyndy Morin, founder of both Resolve Legal Group...

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NATALIE NOBLENATALIE NOBLE

NATALIE NOBLE

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