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As a financial advisor for the past 20 years and working in the financial services industry for close to 30 years. I believe I am uniquely qualified to help clients and families through all stages of their lives. We offer mutual funds, Insurance Products,… Read more »
Area serviced: Russell, ON; Chesterville, ON; Vankleek Hill, ON
6134458624
613-678-3861
Independent Financial Advisor since 1994. Del is a Wealth & Insurance Advisor, primarily for successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined a process… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON
519-787-4627
Ian works directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  Ian has earned several industry certifications, including… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
2045943667
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.Coaches and assists others understand, plan and reach their personal… Read more »
Area serviced: Kingston, ON
613 530 5006
Arnold Zweig has been helping clients with civil litigation matters since 1979. He has worked in the areas of franchising, landlord and tenant, family, construction and real estate matters for both plaintiffs and defendants. He has over the years dealt… Read more »
Area serviced: Toronto, ON
416-593-9189
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; Saskatoon, SK; Regina, SK; 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
Platinum Realty Appraisals Inc. is a full service residential real estate appraisal firm based out of Burlington, Ontario. We specialize in properties located in Halton and West Hamilton, with a focus on Burlington, Oakville, Milton, and Waterdown, along… Read more »
Area serviced: Burlington, ON; Oakville, ON; Milton, ON; Halton Hills, ON; Flamborough, ON; Hamilton, ON; Ancaster, ON; Dundas, ON
905 637 1704