KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy , has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’ve come from –...

JASON RIETZE & LOUISE DUKE "Valuing the things that matter" Jason Rietze and Louise...

SERGIU HIRTESCU "A solid building needs a good plan" Sergiu Hirtescu, CFP & Division Manager, IG Wealth Management doesn’t like to talk...