AHMAD BAKHSHAI  “The combined whole is so much greater than the sum of the parts.” Driven by his desire to leave a meaningful and enduring legacy, Ahmad Bakhshai , CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice- President of Advanced Wealth Planning at Wellington-Altus , has built a career focused on helping others thrive over the long term. Peter F. Drucker, the “Father of Modern Management,” wrote, “Efficiency is doing things right; effectiveness is doing...

STEVEN BARTEAUX "Have a great career, build a successful practice, and feel great about helping people" There’s a well-known saying that...

CORY BODDY “Let’s keep everything we do pointed towards the best interests of our clients and change our industry from the inside out.”...