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Working with people for the last 27 years, I understand the importance of planning!  Both my parents lived into their 90's.  My Dad had lymphoma and ended up living with us in the last days of his life.  My mother had Alzheimer's and had to be put… Read more »
Area serviced: Belleville, ON
6137710115
Digital Asset Specialist | Technology leadership
Offering services to organize, secure, and manage the critical data executors need in the digital age.
An active executor myself, I work with testators and their executors to manage risk and uncertainty… Read more »
Area serviced: Sherwood Park, AB; Edmonton, AB; St. Albert, AB; Stony Plain, AB; Spruce Grove, AB; Leduc, AB; Red Deer, AB; Airdrie, AB; Ft. Saskatchewan, AB; Lacombe, AB; Okotoks, AB; Olds, AB; Strathcona County, AB; Calgary, AB
780.909.1626
587.749.1095
Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 8 Wealth Advisors, 16 Private Bankers and a amazing team of 4 Private Trust  officers.  We cover from Hwy 27 to Oshawa and Finch to Hwy 9 of the Greater… Read more »
Area serviced: Vaughan, ON; Toronto, ON
6474019565
Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained… Read more »
Area serviced: Tiny, ON
4166058101
Growing up in Naples, Emma is wholly connected to the community and loves living in paradise! Prior to joining her Mom, Jane Wood, at John R. Wood, she was working in Toronto for a boutique investment firm focused on client services and business development.… Read more »
Area serviced: Toronto, ON
239-248-3161
Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins. 
"The… Read more »
Area serviced: Ottawa, ON
613-271-3772
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… Read more »
Area serviced: Winnipeg, MB
2049549802
Bill has been a financial advisor and planner since 1996.  His focus, and that of his team, has always been on planning first.  In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I… Read more »
Area serviced: Aurora, ON; Toronto, ON; Newmarket, ON; East Gwillimbury, ON
905-713-3765
Bachelor of Commerce, Business and Accounting, Concordia University 
Post Graduate Executive Management Course, McGill University   
Mutual Fund License, Investment Funds Institute (MFDA)   1997-Current
Licensed Branch… Read more »
Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Burlington, ON
905-399-2177
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