Meghaan Lurtz, Ph.D., FBS™
Dr. Meghaan Lurtz is a leading global expert on the psychology of financial planning and a Partner at Shaping Wealth. A dedicated educator, she is... Read More
Hilary Ballantyne
Hilary Ballantyne is a Toronto-based entrepreneur, public speaker, and lifelong advocate living with Cystic Fibrosis (CF). Diagnosed in 1992 at just six months old at... Read More
Moira Somers
Dr. Moira Somers is a neuropsychologist and family wealth consultant based in Winnipeg, Manitoba. She is the Chief Learning Officer and founding partner of Blackwood... Read More
Matt Kidwell
Matt joined Leith Wheeler in 2024, bringing over 10 years of experience in the financial industry. He previously focused on private client investment and wealth... Read More
Shannon Lee Simmons
Shannon Lee Simmons is an award winning Certified Financial Planner, speaker, bestselling author of four books, Chartered Investment Manager and founder of the New School... Read More
Tanya M. Staples
Tanya, a Professor of Personal Finance and seasoned business owner, is a Certified Financial Planner® (CFP®) with over 20 years of professional experience in financial... Read More
Matthew Ardrey
Matthew has been dealing with high net worth clients’ financial planning, tax and investment management situations since 2000. Matthew majored in Finance and Economics at... Read More
Tom de Larzac
Tom has spent his career working in the financial industry focusing on Cashflow lending for Specialty industries, including business valuations and acquisitions. He has spent... Read More
Amanda Richards
Amanda Richards is the Senior Director of Business Development and Community Integration at Chartwell Retirement Residences, Canada’s largest senior living provider. She is a dedicated... Read More