Partner & Senior Financial Consultant, Woodgate Financial at IPC Investment Corporation
Founding Partner, Finally Technology Inc., Vice President, Craig & Taylor Associates Ltd., Investment Advisor, The Craig & Taylor Custom Strategies Team of IPC Securities Corp.
President & Founder, /newsrooms
Vice President, Investment Advisor, Rosemary Horwood Wealth; Multi-Award Winning Advisor, Richardson GMP
Financial Advisor, The McClelland Financial Group at Assante Capital Management Ltd.
Insurance Consultant, Hollis Insurance Inc.
Vice-President, Wealth Management Solutions at Equisoft
Co-Founder and COO of Nuco
National Director, Practice Management, Advisor Practice Management
Financial Advisor, Mandeville Private Client Inc.; Young Gun of the Year Award Finalist, Wealth Professional Awards 2016 & 2017
Portfolio Manager, SAGE Connected Investing at Raymond James
Co-founder & CEO, Wealthsimple
Co-Founder & Sr. Financial Planner, Spring Financial Planning; Engagement, Loyalty and Customer Care Award Finalist, Wealth Professional Awards 2016 & 2017
President, Vision Systems Corp.
CEO & CIO, Northland Wealth Management
President, Queenston Group of Companies
Canadian Wealth Management Industry Veteran
Principal Consultant, Strategic Cybersecurity Services, Mandiant
CEO and Co-founder, WealthBar Financial Services
See What People Say About Us
I can’t tell you how much I enjoyed myself last night, congratulating and encouraging the nominees, posting on twitter…
Your execution was flawless, your team is very well respected.”
First Vice President, CIBC Wood Gundy
I appreciate all the work you did to deliver real value for our sponsorship.”
Marketing, Manulife Bank
Investment Advisor | Financial Advisor | Life Insurance Advisor
Portfolio Manager, Industrial Alliance Securities Inc.
May 30TH 2018
THE WESTIN HARBOUR CASTLE