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- Company: Connor, Clark & Lunn Private Capital Ltd.Willing to do Public Speaking?: YesPublic Speaking Topics:
-Diversifying your assets
- Strategic Philanthropy
- Working collaboratively with trusted advisorsCandice has over 15 years of experience in the financial industry. Prior to joining CC&L Private Capital, roles at Pembroke Private Wealth Management and HSBC Global Asset Management demonstrated Candice’s ability to support private clients and foundations across Canada. She is focused on helping charitable foundations and high net worth clients—including women, entrepreneurs and families—achieve their long-term financial goals. Strategic Read more... - Company: Abundance CanadaWhen it comes to building meaningful relationships, Katherine believes that love, kindness and empathy are winning combinations. In her role at Abundance Canada, she brings more than three decades of experience working with notable charities, such as Habitat for Humanity, Heart & Stroke Foundation & most recently, 4-H Ontario. Katherine is a member of the Canadian Association of Gift Planners Read more...
- Company: ScotiabankAs a Client Relationship Manager within the Scotiabank Commercial Agricultural Banking Team, I focus on medium to large size Agriculture operations including grain producers, livestock operations, & various Agri-Businesses located throughout Saskatchewan. I work with customers directly to develop and provide tailored financing solutions aiming to increase profitability, mitigate risk, & provide opportunity for sustained business growth. I hold a Read more...
- We are a full service financial planning firm. We have more than 80 years of combined investment, insurance and tax planning experience. Member: FP Canada™, MFDA Read more...
- Company: North West Capital PartnersWe are a full service financial planning firm. We have more than 80 years of combined investment, insurance and tax planning experience. Member: FP Canada™, MFDA Read more...
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