Search by Tag: financial planning
834 total news stories found.
Saskatoon's 2018 Consumer Choice Award Winners
2018-08-23 | Each year across Canada, Consumer Choice Award gathers opinions, perceptions and expectations through the responses of thousands of consumers and businesses.
Professor John William Kercheval, III Named a Lifetime Achiever by Marquis Who's Who
2018-07-25 | Professor John William Kercheval, III has been endorsed by Marquis Who's Who as a leader in philanthropy, higher education, large scale investment management and the aerospace, satellite and defense industries
Noel Reitmeister, Ph.D., Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-07-13 | Dr. Reitmeister has been endorsed by Marquis Who's Who as a leader in financial investment
Ottawa's 2018 Consumer Choice Award Winners
2018-07-07 | Consumer Choice Award is thrilled to announce the 2018 Top Service Providers in their respective sectors for the Ottawa Area. Congratulations to all this year's winners; your dedication to superior service has resonated with the people of Ottawa
Greater Toronto Area & Barrie 2018 Consumer Choice Award Winners
2018-06-27 | Consumer Choice Award is thrilled to announce the 2018 Top Service Providers in their respective sectors for the GTA & Barrie Area.
Douglas R. McDonald, MBA, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-06-22 | Mr. McDonald has been endorsed by Marquis Who's Who as a leader in the non-profit industry
Charles Hall Celebrates Years of Professional Excellence in Wealth Management and Financial Services
2018-06-12 | Mr. Hall adeptly assists high net worth individuals and privately owned businesses in implementing and coordinating financial planning strategies
Indigo Signworks Announces Brian Ochocki as Chief Financial Officer
2018-05-18 | Indigo Signworks, a leading design, build and install signage company in the upper Midwest that serves major retail and commercial brands, announced they have recruited Brian Ochocki as their new CFO.
Financial Advocates Recognizes Two Advisors Named by Barron's as National Leaders
2018-05-11 | "It's a pleasure supporting their practices as they continue to strive to deliver the very best in service and sound financial advice to their clients."
Four New Advisors Join Financial Advocates in the First Quarter
2018-04-11 | "Each advisor who joins our team has a unique practice with their own vision of the future."
Scott L. Adams, CPA, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-04-09 | Mr. Adams has been endorsed by Marquis Who's Who as a leader in the accounting industry
Jo Knight Light Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-04-06 | Ms. Light has been endorsed by Marquis Who's Who as a leader in the financial industry
Bronfman Rothschild Named a 2018 "Best Places to Work for Financial Advisers" by InvestmentNews
2018-03-26 | InvestmentNews partnered with Best Companies Group to establish this year's top 50 great places to work.
Carlson Management Consulting Expands Financial Outsourcing Team and Servicesa
2018-03-25 | Two New Consultants Bring Their Expertise to Help Businesses Transform Finance and Accounting
Forbes Names Michael Hohf a Michigan "Best-in-State Wealth Advisor"
2018-03-09 | Channeling the state's can-do spirit in helping clients manage their finances
Book Provides Important Legal Guidance Relating to Financial Planning for Middle and Upper Middle Income American Individuals and Households
2018-03-06 | The book is helpful to middle and upper middle income U.S. persons and households, and is especially helpful to self-employed persons.
Financial Advocates Welcomes Kelly Wamble to Olympic Investment Group
2018-02-11 | "It's a privilege to welcome Kelly Wamble to Olympic Investment Group and our network of independent advisors."
TruckLogics Services Offered as an Exclusive Feature to Trucker Tax Service
2018-02-11 | Trucker Tax Service Users Now Enjoy Benefits of Using TruckLogics
Financial Advocates' Growth Continues with the Onboarding of Wealth Management Solutions, LLC
2018-02-03 | "We found the expertise of the Financial Advocates' team to be complementary to our practice.."
Zoriana M. Stawnychy Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2018-01-30 | Ms. Stawnychy has been endorsed by Marquis Who's Who as a leader in the finance industry