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Press Release
July 23, 2019
Ms. Maloney has been endorsed by Marquis Who's Who as a leader in the finance industry
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July 22, 2019
Mr. Drespling lends more than five years of expertise into his executive positions with Triumph Capital Management.
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July 19, 2019
At 33 years old, Coach Legend, CEO of Legend Credit Repair, has built a 7-figure credit empire focused on helping thousands of people reach their own version of the American Dream.
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July 18, 2019
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
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July 15, 2019
Ms. Bassitt has been endorsed by Marquis Who's Who as a leader in the legal industry
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July 15, 2019
Mr. Morris has been endorsed by Marquis Who's Who as a leader in the finance industry
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July 12, 2019
In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.
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July 11, 2019
Kevin Smith will participate on a panel titled "The Present and Future of the Advisor Desktop"
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July 10, 2019
Jeffrey R. Waters named a "Impact 40 Award Winner" for his work during this awards year.
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July 9, 2019
Mr. Taylor has been endorsed by Marquis Who's Who as a leader in accounting & finance
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July 9, 2019
Mr. Kohlhepp has been endorsed by Marquis Who's Who as a leader in the investment industry
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July 3, 2019
Mr. Davis is the Chairman of the Board of the AAAA Foundation
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June 26, 2019
"Our business structure and team's diverse industry experience enable us to dive in and create programs that respond quickly to the needs of independent advisors."
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June 26, 2019
Consumer Choice Award has been recognizing and promoting business excellence in Canada for over 30 years. The following award-winners were chosen through an unbiased and independent Selection Process with the help of Big Data
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June 14, 2019
Kevin Purdy Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
Mr. Purdy has been endorsed by Marquis Who's Who as a leader in the financial planning industry
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June 12, 2019
Principal of CFO Your Way in Pompton Plains, New Jersey, a Long-time Chamber Member, Brings Business Expertise and Financial Savvy to Board Leadership
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June 1, 2019
Consumer Choice Award is announcing the 2019 Top Service Providers in their respective sectors for the Ottawa and Gatineau Area. Their dedication to superior service has resonated with the people of Ottawa and Gatineau
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May 29, 2019
Mr. Walendowski has been endorsed by Marquis Who's Who as a leader in the fields of accounting and higher education
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May 21, 2019
Dr. Crum has been endorsed by Marquis Who's Who as a leader in the financial industry
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May 3, 2019
Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance
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