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Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family… Read more »
Area serviced: Kingston, ON; Gananoque, ON
613 544 3400 x2429
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
Area serviced: Waterloo, ON
519-886-7882
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
As the Director, Business Development at PPI, I am responsible for supporting Financial Advisors across Northern Alberta and Saskatchewan.  I provide them with the resources, tools, and education to enhance and maximize their ability to deliver… Read more »
Area serviced: Edmonton, AB
780-909-0700
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; Cobourg, ON; Whitby, ON; Oshawa, ON
6472009638
647-200-9638
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… Read more »
Area serviced: Mississauga, ON
6479729530
Chet is dedicated to educating the public about the importance of comprehensive personal financial planning. Chet's professional qualifications include Certified Financial Planner and Registered Financial Planner designations. Chet is Past President… Read more »
Area serviced: Regina, SK
306 337 4500
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs.  Services include document organization, bill payment with statement reconciliation, acting as Power of Attorney or Trustee… Read more »
Area serviced: Calgary, AB; Winnipeg, MB
4039782176
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