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Sharla Behnke is the Manager of Estates & Registered Plans with Access Credit Union.  Access Credit Union serves to connect Manitoba and its members and operates all across the province.
As the leader in the area of estate administration, some of my… Read more »
Area serviced: Winnipeg, MB
2049549802
Owner, Bernard Bourke Executor Services
Michelle brings over 30 years of experience in estate planning, philanthropy, and executor services. With a background in finance, property management, and nonprofit leadership, she offers a rare blend of financial… Read more »
Area serviced: Vancouver, BC
6046265541
Protection. Progress. Prosperity.
Our investment approach focuses on key principles and strategies.  One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service;… Read more »
Area serviced: Oakville, ON
2896812652

I acquired the Certified Executor Advisor designation in 2017 in order to fill the gap in my knowledge; several of my clients were dealing with the responsibilities and duties of being Executors.  Having this designation has enriched my Estate Planning… Read more »
Area serviced: Edmonton, AB
7806915771
A Chartered Professional Accountant with 9+ years of public practice experience combined with Corporate, Estate and Tax Law knowledge. I run an accounting practice and happy to connect with new people. 
Being an education enthusiast, I love teaching… Read more »
Area serviced: Langley, BC; Coquitlam, BC; Burnaby, BC; Delta, BC; Surrey, BC; Abbotsford, BC; Chilliwack, BC; Vancouver, BC
7788478029
Throughout my 22-year career as a Real Estate Sales and Broker, I have amassed extensive expertise in the dynamic and ever-evolving real estate industry. 

One of my notable specializations is in senior real estate, as evidenced by my designation… Read more »
Area serviced: Toronto, ON; Metro Toronto, ON; Mississauga, ON; Halton, ON; York, ON; Vaughan, ON
4169959489
289-357-3000
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases. 
Eileen has over thirty years of senior financial industry… Read more »
Area serviced: Cobourg, ON; Toronto, ON; Whitby, ON; Oshawa, ON; Kingston, ON; Woodstock, ON; Ingersoll, ON; Stratford, ON
6472009638
Life Insurance and Mutual Fund Specialist with over 25 years of professional advisory experience.
Jerome has specializing in estate and tax planning, techniques, families and small business benefits design and administration as well as insurance, retirement… Read more »
Area serviced: Vancouver, BC; Richmond, BC; Surrey, BC
604-874-4476