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 Executive Vice President, Advisor Growth and Succession at Investment Planning Counsel, I’m focused on driving the success of IPC and our team of independent... 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
Maxime Dumas
Leading the Croesus Lab research team, Maxime investigates the transformative impact of new technologies on the financial industry. His team’s work spans a diverse range... Read More
Brian Portnoy
Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry’s premier learning... Read More
Ilan Kolet
Ilan Kolet is an Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Ilan serves as a member... Read More