CATEGORY
Projects
Richard Bank

Richard Bank

Richard Bank, CIM, CFPWealth Advisor, Creative Planning Financial Group Investment Advisor, Creative Planning Wealth Management of ACPI vCardAligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection...

Jonah Kagan

Jonah Kagan

Jonah Kagan, CFP, CIM, CEA, MBAWealth 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 Investor...

Ali Cooper

Ali Cooper

Ali Cooper, BA (Hons.)AssociatevCardComing from the food industry where the focus is client driven, Ali continues her approach to working with her clients today with an attention to detail and tailoring experiences depending on their needs. Ali has a combined honours...

Max Prenick

Max Prenick

Max PrenickAssociatevCardMax is dedicated to building strong client relationships by understanding the unique needs of each client and providing personalized insurance solutions. He believes in a holistic approach to financial planning, where the focus is not just on...