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I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life… Read more »
Area serviced: Calgary, AB
B.Comm. (Hons.), CFP®, CLU, CHS®
Lucas has worked at Lawton Partners since October 2010 and is dedicated to helping clients achieve their financial goals and objectives. Mindful that his success depends on the success of their clients, Lucas practices… Read more »
Area serviced: Winnipeg, MB
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a thorough understanding of complex corporate structures and transactions. This knowledge… Read more »
Area serviced: Winnipeg, MB; Western Manitoba, MB
(204) 944-3525
I help individuals navigate a path through the challenges of Estate Administration, leveraging my personal experience as an Executor and practical experience in Tax preparation. 

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Area serviced: Calgary, AB
587 436 1117
Area serviced: Saskatoon, SK; Regina, SK
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
I am a Legal Administrative Advisor with NLACBDC. I assist all Newfoundland and Labrador based CBDCs with their legal inquiries and guide them through legal processes.

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Area serviced: Pasadena, LB

Devyn received an Associates’s Degree in Marketing from Red River College in 2015, a Bachelor of Business Administration from the University of Winnipeg in 2017, and completed the Life License Qualification Program (LLQP) in 2021. Devyn started… Read more »
Area serviced: Steinbach, MB; Niverville, MB; Mitchell, MB
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.  I hold a Bachelor of Commerce and Economics degree… Read more »
Area serviced: Toronto, ON
Working with people for the last 20 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
I have a background in accounting and human resources with a Business Administration diploma from Okanagan College. I live in Williams Lake BC, where my father works as a Certified financial planner and he mentioned to me that there is a need in our… Read more »
Area serviced: Williams Lake, BC
Holistic financial advisor
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Area serviced: Toronto, ON
Digital Asset Specialist | Technology leadership
Offering services to organize, secure, and manage the critical data executors need.
An active executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the… 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