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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
Greg entered the funeral industry at the age of 18. He has worked for various sized funeral homes, including one of the largest family owned firms in Canada. Greg has also worked as an examination proctor for a provincial regulator, the Bereavement Authority… Read more »
Area serviced: Etobicoke, ON; Toronto, ON
5874323629
587-432-3629
Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles… Read more »
Area serviced: Toronto, ON; Mississauga, ON
6472009638
Rachel Blumenfeld’s practice focuses in the areas of trusts and estates, tax law, and charities and not-for-profit law.Within her practice, Ms. Blumenfeld is often called upon to advise clients on tax and estate planning and estate administration,… Read more »
Area serviced: Toronto, ON
4168653413
Nick Broomfield founded Executor Express in 2017 with a vision to be Canada’s leading executor service provider. As Canada is set to undergo the largest wealth transfer in history, thousands of people are being entrusted with the important, yet overwhelming,… Read more »
Area serviced: Mississauga, ON
6479729530
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
519 880 9883
Making the right movesWhether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having… Read more »
Area serviced: Markham, ON; Toronto, ON
416-432-9188
We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs. Read more »
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Fergus, ON; Collingwood, ON; Grimsby, ON; Listowel, ON; Sudbury, ON; Waterloo (Region), ON; Waterloo, ON
519-569-8800
As a Tax Partner, Paul Coleman, CA, CFE, FEA has over thirty years experience in public accounting, focusing upon the provision of business advisory, family facilitation and transition planning services to owner-managed enterprises and high net worth… Read more »
Area serviced: Toronto, ON