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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
905-853-2586
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
4169830229
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… Read more »
Area serviced: Belleville, ON
6137710650
Digital Assets Specialist | Technology leadership
Offering services to access, secure, and manage the critical data executors need.
A recent executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the timely… 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
587.749.1095
Area serviced: Toronto, ON; Oakville, ON; Markham, ON; Oshawa, ON; Whitby, ON; Vaughan, ON; Richmond Hill, ON
6479612405
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
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
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… Read more »
Area serviced: Aurora, ON; Toronto, ON; Newmarket, ON; East Gwillimbury, ON
905-713-3765