Mar 29, 2019
Biography: Pal Di Iulio is the associated editor of Panoram Italia, a culture magazine aimed at Italian-Canadians in the Greater Toronto, Montreal and National Capital regions. Paul previously worked for Villa Charities, Inc. in the Greater Toronto Area for over 35 years, providing the local Italian community with...
Mar 22, 2019
Biography: Jeffrey Kerr is a licenced RE/MAX realtor and Vice President of Winwood Country Homes, Inc. In his time as a broker, Jeffrey has come to realize how the vast majority of homes—especially in the Greater Toronto Area—do not accommodate for residents with physical disabilities or other accessibility...
Mar 15, 2019
Biography: Ian Tam is a chartered financial analyst (CFA), relationship manager at Morningstar Research, Inc. and a financial columnist for The Globe & Mail. He specializes in Morningstar’s Computerized Portfolio Management Services (CPMS), which Richard has been using with his own clients for over 15 years....
Mar 8, 2019
Biography: Paul and Cathy have been married for four decades and have been Richard’s clients for over half of that time. Veterans of the broadcast industry and teaching—with Cathy having recently retired from the latter—they are Torontonians through and through. Their comfortable lifestyle is the result of years...
Mar 1, 2019
Biography: Bill and Kate have been married for 42 years and are the parents of two daughters who, thanks to setting a good example, have developed healthy financial habits. Following their wedding, Bill and Kate leveraged their mortgage to move from a smaller townhouse to a large detached home, though now as retirees...