Our Views

  • 07/03/2024
    Alex Meffe grew up around finance. His father is an advisor for a major brokerage, and although the nuances of finance were initially unclear to him as a child, he came to recognize the positive impact his father had on clients’ lives by helping them achieve their goals. This understanding ... Keep Reading "Alexander Meffe" >
  • 07/03/2024
    From the time he was 14, Justin felt a pull towards the world of financial services—a world he got a front-row seat to thanks to his dad’s career in the industry. It wasn’t just the mechanics of finance or the thrill of investing that drew him in; it was the entrepreneurial spirit ... Keep Reading "Justin Ecclestone" >
  • 03/04/2024
  • 02/02/2024
    If there’s one thing that stands out in Jonathan’s mind, it’s that communication and delivery are paramount. “We can prepare the best wealth plan on the street, but the ability to communicate it in a meaningful way—and make it happen—is what makes the difference,” he says. Jonathan is a ... Keep Reading "Jonathan McMurrich" >
  • 08/10/2023
    Mark recalls money being a constant topic of conversation around the dinner table when he and his parents first arrived to Canada as new immigrants. While he didn’t fully understand at the time that his parents were making do with very little, it gave root to the idea that financial stability ... Keep Reading "Mark Aloysius" >
  • 08/02/2023
    Jamie MacNicol grew up in a family of overachievers. “In a good way,” he says, explaining that it was an environment that nurtured collaboration and teamwork as the path to success. “My parents instilled a sense of hard work, accountability, and, above all, trust that formed the foundation of ... Keep Reading "Jamie MacNicol" >
  • 07/06/2023
    Evgeniya Pollock has a deep passion for solving riddles. To her, financial planning is like one big puzzle—each element needs to fit together seamlessly. After completing her Master’s in Economics from University of Toronto, Evgeniya embarked on her career as a financial advisor working for a ... Keep Reading "Evgeniya Pollock" >
  • 07/06/2023
    Long before Owen Clarke was old enough to open his own investment account, he was fascinated with the world of finance. Exposed to financial news media from an early age, Owen began to grasp the pivotal role economic and financial factors played in all aspects of life. This realization ... Keep Reading "Owen Clarke" >
  • 11/02/2022
    Although Erika grew up in the investment industry through her family’s business, her path to a successful career in finance did not follow a typical route. She pursued her passion for the arts with an undergraduate degree in Art History and a fledging career in the not-for-profit world. When an ... Keep Reading "Erika Friesen" >
  • 04/07/2021
    When Drew Oliver tore his ACL at 17, he switched from competitive snowboarding to teaching. In the process, Drew discovered that teaching required a threefold approach, regardless of whether he was teaching an absolute beginner or a seasoned pro. He needed to build rapport; understand the ... Keep Reading "Drew A. Oliver" >