Kathy McMillan, R.F.P.
Kathy McMillan over 32 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Chartered Financial Divorce... Read More
Massimo Ianniruberto
Massimo had always been passionate about using technology to solve problems, and this passion led him to start Bluroot – a top CRM consulting company... Read More
James Dungate
James joined Leith Wheeler in June 2015 where he develops and provides ongoing servicing support for our retail markets business. With over 20 years of... Read More
Jason Pereira
JASON PEREIRA, R.F.P. is a Financial Planner, Entrepreneur, Writer, Broadcaster, Podcaster and Professor. He is Partner Senior Financial Consultant at Woodgate Financial Partners as well... 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
Laurie Martin
Laurie Martin is a well-known certified trauma specialist, elder planning counselor, professional speaker, crisis-ready advisor, author, and mentor. Laurie was a founder of a groundbreaking... Read More
Michael Steepe
Michael Steepe is the founder of Steepe & Co. an Investment Fund Manager and EMD. Prior to starting Steepe & Co. in 2007, Michael’s career... Read More
Andrew Cairns
Andrew is the Business Development Manager for HomeEquity Bank in the Toronto area. Andrew is a 28-year veteran of the Wealth Management industry and has... Read More
John Novachis
As the Executive Vice President of Advisor Growth and Succession at IPC, John Novachis is dedicated to driving the success of IPC and their team... Read More
Emily Burt
Emily is the Executive Vice-President and Chair of the Board at Cardinal Capital Management, Inc. a portfolio management firm that manages over $4B in assets. ... Read More