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Let's get together and have a conversation.  Planning is all about aligning your assets and goals with your values and beliefs.  Upon completion you will have developed a unique plan with solutions that assist you with your goals.  I am… Read more »
Area serviced: Kincardine, ON
519-396-6880
I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.Mainly focus on Retirement and Estate Planning.  Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996. Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes. Read more »
Area serviced: Ottawa, ON
6134162020
TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals.  Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with… Read more »
Area serviced: Whitehorse, YT
867-667-0058
Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge… Read more »
Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS
416-441-4146 x:321
Tom Allen MBA, CFPTom uses a holistic approach to guide clients to financial success.  Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create… Read more »
Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON
7057373552
AVP, Ontario | Certified Financial Planner | Chartered Investment Manager | Certified Executor Advisor | Fellow of CSIBased out of Toronto, Adrian has upwards of 10 years' experience in various roles within the financial services industry; predominantly… Read more »
Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON
647 409 8092
Have been in the insurance and financial industry off and on since 2003. Have worked as a captive advisor as well as an advisor on the brokerage side. I have held many insurance related positions such as inside wholesaler, wholesaler, Regional Vice President,… Read more »
Area serviced: Surrey, BC
7789994872
Dane Anderson works as an Area Advisor for Allied Associates LLP, Chartered Accountants who specialize in the Agriculture sector.  Dane has more than 10 years experience in Taxation, Financial Reporting, Financial Planning, Succession and Estate Planning… Read more »
Area serviced: Tillsonburg, ON
519-615-8957
I am one of the founding partners of the Family Wealth Counsel Advisory Group.We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate,… Read more »
Area serviced: Toronto, ON
416-777-7110