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Join date: Apr 10, 2024
Posts (3)
Mar 4, 2025 ∙ 4 min
KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor,...
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Sep 6, 2024 ∙ 4 min
JASON RIETZE, CIM®, FCSI®, & LOUISE DUKE, CFP®, LLQP®, CEA®, Senior Investment Advisors, TD Wealth Private Investment Advice, Greater Sudbury, ON.
JASON RIETZE & LOUISE DUKE "Valuing the things that matter" Jason Rietze and Louise...
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Nov 5, 2022 ∙ 5 min
SERGIU HIRTESCU, CFP®, FCSI®, CIM®, Division Manager, IG Wealth Management, Richmond Hill. Ontario
SERGIU HIRTESCU "A solid building needs a good plan" Sergiu Hirtescu, CFP & Division Manager, IG Wealth Management doesn’t like to talk...
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GARY MILAKOVIC
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