Adam MillerWealth Advisor, Creative Planning Financial Group Associate Advisor, Creative Planning Wealth Management of ACPI vcardAdam is the first call his clients make for any complex financial questions that arise, providing peace of mind and clarity. He helps...
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Marc Berger, B.A., CFP®Partner & Wealth Advisor, Creative Planning Financial GroupAssociate Portfolio Manager, Creative Planning Wealth Management of ACPIvCardAligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian...
David Chasson, CFA LLB MBA CFPPartner & Wealth Advisor, Creative Planning Financial Group Portfolio Manager, Creative Planning Wealth Management of ACPI vCardAligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian...
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Kar-Wei Lam, CFAPartner & Wealth Advisor, Creative Planning Financial Group Portfolio Manager, Creative Planning Wealth Management of ACPIvCardAligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection...
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Steve YermusvCard
Andrew Prenick, BComm, CFP®PartnervCard
Stephanie RaimundoManagementvCard