- November 2020
- October 2020
- September 2020
- June 2020
Dec 04, 2019
Craig Handley, CFP®, CLU®, CHS - Sun Life FinancialCraig is currently a Manager with Sun Life Financial in Calgary. In January 2020, he will start a new role with Sun Life as a Business Development Consultant. His focus will include helping successful advisors with practice acquisition, business planning, business management, client engagement, marketing, and legacy planning.
On a personal note, Craig says he is a very proud family man, with a wonderful wife and two amazing kids.
Melissa Loiselle - IG Wealth Management
Melissa is an Associate Consultant at IG Wealth Management. She says that the BCC program has been instrumental in achieving her CFP designation. She acquired valuable knowledge that continues to help me in providing comprehensive financial planning to her clients.
Katelyn Culliton - BMO Private WealthKatelyn is a Director, Wealth Planning at BMO Private Wealth. She is a Chartered Accountant who spent over a decade as a tax specialist in public accounting and now provides customized wealth plans to clients, focusing on tax, business succession, and estate planning.
Lisa (Haiyan) Wang - Freedom 55 Financial
Lisa is a financial security advisor of Freedom 55 Financial. She helps clients to reach their financial goals by identifying their financial needs and providing tailor-made solutions. Before moving to Canada, Lisa served in business development functions in the financial and retailing industries.
Lisa attained her Certified Financial Planner (CFP) designation in 2019. She has her MBA from China Europe International Business School and B.A. in German from Tongji University Shanghai China.
Vaughn Hoskins, CFP, CLU, CPA, CA - Freedom 55 Financial
Vaughn Hoskins is currently a Financial Planner at Freedom 55 Financial. He is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Professional Accountant. Vaughn’s areas of expertise include tax and estate planning, insurance planning and retirement and investment planning. He can be reached at his LinkedIn profile: https://www.linkedin.com/in/vaughn-hoskins/.