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Jason Doherty

Experienced financial planner with a strong background in developing comprehensive financial plans and wealth management strategies. Adept at planning... View More

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Patricia Gomez-Fleitas

Patricia Gomez-Fleitas

Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Bank... View More

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Priyashri Jash

Experienced financial service professional with 4years of experience seeking full time position in Financial Advisor position in Scarborough region. ... View More

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Matthew Zayats

Motivated professional with expertise in eCommerce, digital marketing, and computer management. Proven ability to enhance online sales through effecti... View More

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GORDON GATT JNR

Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong cl... View More

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SaiSumanth Lalkota

Experienced financial services professional with a proven track record of effectively working with clients from diverse backgrounds. Known for friendl... View More

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Certifications

  • NISM-Series -XV: Research Analyst Certification Examination.
  • NISM-Series-I: Currency Derivatives Certification Examination.
  • NISM-Series -VIII: Equity Derivatives Certification Examination.

Courtenay Donella-Sheley

I am a seasoned professional with extensive experience in sales, business development, and financial services. I have a strong track record of driving... View More

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Bruce Saddigh

Dynamic financial professional with a proven track record at Self Implode, specializing in developing financial plans and advising on investments. Exp... View More

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Terri Jackson

Terri Jackson

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More

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Anthony Hayes

Anthony Hayes

Hard working and personable Financial Advisor and Business Owner/Operator with a proven track record helping clients, adept in relationship building a... View More

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Certifications

  • Series 65 Uniform Investment Advisor - December 2023
  • FL 2-15 Health, Life, and Variable Annuity - W861715
  • AHIP Medicare Certification- 2024