The credentialing body bestowed the honour during its 19th annual conference
Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money
Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community
Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established
After a chance meeting with the firm’s founder 20 years ago, Janine Guenther is now at the helm of Dixon Mitchell Investment Counsel
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
Nizar Esmail has lived through market swings and helps his clients find opportunities during times of turmoil
Adam Bighill has been building a book of business “from the ground up” at Wellington-Altus
Shaun Darchiville has spent his entire adult life in the investment industry. He is driven by a commitment to ethics and a love of music
Lisa Elle's goal is to address the unmet needs of today's women by making finances "a little more fun"