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CIM
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...