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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
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
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
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: Simcoe, ON
519-615-8957
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
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
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
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