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Offering a wide range of investment services, Rick is committed to helping you achieve your financial goals. Personalized service is what sets Rick apart from others in the industry. Rick works with clients to design investment portfolios to meet their… Read more »
Area serviced: Kelowna, BC
250-979-2700
Proudly married to Susanne, together we share six children (three each from previous marriage). I have been in the financial industry for the past twenty seven years. One reason I particularly enjoy this business, and the challenges that go along with… Read more »
Area serviced: Welland, ON
(905) 736-0204
Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law. He is a member of both the bars of Alberta and Ontario and has been speaking and writing on the topic of charity law for several years. He has been published in several publications… Read more »
Area serviced: Ottawa, ON; Calgary, AB
(613) 237 3300
(403) 536 7442
I started in the Finance industry as a Sun Life Financial Advisor just over 3 years ago with the goal of helping you and your family achieve the best life possible.  I also understand that my clients live in a time starved environment, and are often… Read more »
Area serviced: Kamloops, BC; Abbotsford, BC; Kelowna, BC; Chilliwack, BC; Langley, BC; White Rock, BC; Coquitlam, BC; Lake Country, BC; Merritt, BC; Prince George, BC
250-575-0585
I am a Certified Financial Planner with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life Insurance products do… Read more »
Area serviced: Calgary, AB
4035925885