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Whitehorse, YT Contact

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
Certified Executor Advisor, Author, Public Speaker, President DRALLEN FINANCIAL GROUP

Toronto, ON Contact

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, CEA
Advisor

Barrie, ON Contact

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

Adrian Altamirano, CEA
Financial Planner / AVP

Toronto, ON Contact

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

Gurbinder Amar, CEA
Business Development Executive

Surrey, BC Contact

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

Mazina Ammar, CEA
Wealth Advisor

Edmonton, AB Contact

Area serviced: Edmonton, AB

780 448 8823

Dane Anderson, CEA
Area Advisor

Tillsonburg, ON Contact

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

David Angas, CEA
Senior Vice President, Financial Advisor

Toronto, ON Contact

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

Jonah Angeles, CEA
Financial Planner

Vancouver, BC Contact

Area serviced: Vancouver, BC

(604) 687-7526

Adam Aptowitzer, CEA
BA, LLB, CEA

Ottawa, ON Calgary, AB Contact

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

Ivy Arellano, CEA
Associate Consultant

Mississauga, ON Contact

Area serviced: Mississauga, ON

(905)

Kris Armstrong, CEA
Advisor

Kamloops, BC Contact

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

Michael Asadoorian, CPA, CMA, CEA
Corporate and Individual Planning Advisor

Pickering, ON Contact

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

Matthew Aston, CFP CLU EPC CHS CEA, CEA
Founding Partner

Peterborough, ON Contact

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

Tammie Atchison, CEA
Financial Advisor Assistant

Saskatoon, SK Contact

Area serviced: Saskatoon, SK

306-651-4274

Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS

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 on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.

As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look.

"Financial Planning is not a product, it is a process" Dixie Allen.

Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON

Tom Allen MBA, CFP

Tom 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 a clear, path to financial and income security.

Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON

AVP, Ontario | Certified Financial Planner | Chartered Investment Manager | Certified Executor Advisor | Fellow of CSI

Based out of Toronto, Adrian has upwards of 10 years' experience in various roles within the financial services industry; predominantly as a financial planner and sales executive.

Adrian started his career as an Insurance Advisor with Sun Life Financial in late 2007; was awarded the "Quick Start Award" for exceeding sale expectations. He later spent one year at State Farm developing the go-to-marketing strategy for life insurance before transitioning to BMO Nesbitt Burns becoming one of the youngest Investment Advisors at the firm.

Adrian accepted a position at PPI as a Director and most recently, in 2018, was promoted to Assistant Vice-President, Ontario.

Adrian throughout the years has achieved a number of industry designations to provide clients and advisors alike holistic financial counsel including achieving his Chartered Investment Manager (CIM®) designation in 2012, Certified Financial Planner (CFP®) in 2016, fellowship with CSI (FCSI®) in 2017 and his Certified Executor Advisor (CEA®) designation in 2020.

Area serviced: Surrey, BC

I'm a firm believer in continuous education and upgrading my skill set.

Area serviced: Edmonton, AB

Area serviced: Tillsonburg, ON

Area serviced: Toronto, ON

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, estate and philanthropic planning.

We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.

Area serviced: Vancouver, BC

Area serviced: Ottawa, ON; Calgary, AB

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 including the Canadian Taxpayer, Canadian Fundraising & Philanthropy and the Not-for-Profit News, and has been cited as an expert in several national media publications.

Among other publications he is the author of a widely circulated paper on the regulation of charities in Canada and a second paper on the operation of businesses by charities both published by the C.D. Howe Institute.Adam is also a noted speaker and has presented to, amongst others, the C.D. Howe Institute, York University Continuing Legal Education Program, the Legal Education Society of Alberta, the Association of Fundraising Professionals, the Canadian Association of Gift Planners, and the Canadian Bar Association.

Adam has given expert opinion testimony at a Parliamentary Roundtable and was an invited witness to the Parliamentary Committee on Finance’s hearing on incentives for charitable giving. He has also appeared before the Tax Court of Canada and the Federal Court of Appeal and is an executive member of the Canadian Bar Association’s Charity and Not-for-Profit Law section.In 2012 Adam was named the Heather McArthur Memorial Young Lawyer Award winner by the Ontario Bar Association recognising his contributions to legal education and law reform. He was also named to the Top 40 Under 40 by the Ottawa Business Journal and Ottawa Chamber of Commerce.

Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.

On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..

B.A. (Economics) – University of Calgary, 1998
B.A. (Political Science) – University of Calgary, 1998
LL.B. – University of Ottawa, 2001
Call to the Bar of Ontario – 2002
Call to the Bar of Alberta – 2010
Life License Qualification Program (Insurance Licensing Exam) – 2007
Canadian Securities Course – 2008

Area serviced: Mississauga, ON

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

Being an CEA is something I take great pride in, helping people through the tough times of settling estates can be emotionally draining and that's where I come in to help guide.

Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I am a Chartered Professional Accountant (CPA, CMA) that is MFDA and Life Licensed.

Area serviced: Peterborough, ON

As both a Certified Financial Planner with a specialization in estate planning and intergenerational wealth strategies, and a Certified Executor Advisor, Matthew is uniquely equipped to partner with families as they prepare for future estate transitions so as to assure that no details are overlooked and the process is as smooth and efficient as possible, minimizing risks of family conflict and liability. When the time comes that his clients pass away, Matthew is a qualified and experienced resource who partners with his clients' children and walks them through the estate settlement process.

As one of the founding partners at Lighthouse Private Wealth, Matthew has built an industry leading team that ensures a top tier experience for the people and organizations that deal with him.

Area serviced: Saskatoon, SK