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At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 34 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a… Read more »
Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON
905-837-2600 x.19
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he… Read more »
Area serviced: Peterborough, ON
7057485101
We are private wealth managers assisting successful families to grow, preserve and transition their wealth. Read more »
Area serviced: Mississauga, ON; Toronto, ON; Etobicoke, ON; Oakville, ON; Brampton, ON
905-896-8373
Area serviced: Waterloo, ON
519-886-7882
Beechwood understands the necessity of dealing with many details that come with the passing of a loved one. The many forms to complete with deadlines looming can often be overwhelming. We offer personal and confidential support to bereaved families confronted… Read more »
Area serviced: Ottawa, ON
613-741-9530
22 years experience providing Investment and Insurance advice, as well as Estate, Tax, and Financial Planning. I am a Certified Financial Planner, Certified Professional Consultant on Aging, and Certified Executor Advisor . I… Read more »
Area serviced: Kitimat, BC
250-632-4747
Area serviced: Saskatoon, SK; Regina, SK
306-665-0709
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 28 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear.… Read more »
Area serviced: Laval, QC; Toronto, ON; Pointe-Claire, QC
(514) 512-6902
(438) 388-0178
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors.  I have been working with my clients since 1992 to provide… Read more »
Area serviced: Newmarket, ON; Aurora, ON; Barrie, ON; Toronto, ON; Niagara-on-the-Lake, ON
905-853-2586
I am a Legal Administrative Advisor with NLCU. I am located at our Corporate Office and assist our branches and Members by helping them understand Wills and Estates. Read more »
Area serviced: St. John's, LB
(709)754-2630