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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
We are private wealth managers assisting successful families to grow, preserve and transition their wealth. Read more »
Area serviced: Mississauga, ON; Toronto, ON; Etobicoke, ON; Oakville, ON; Brampton, ON
905-896-8373
Beechwood understands the necessity of dealing with many details that come with the passing of a loved one. The many forms to complete with deadlines looming can often be overwhelming. We offer personal and confidential support to bereaved families confronted… Read more »
Area serviced: Ottawa, ON
613-741-9530
22 years experience providing Investment and Insurance advice, as well as Estate, Tax, and Financial Planning. I am a Certified Financial Planner, Certified Professional Consultant on Aging, and Certified Executor Advisor . I… Read more »
Area serviced: Kitimat, BC
250-632-4747
Area serviced: Saskatoon, SK; Regina, SK
306-665-0709
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 28 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear.… Read more »
Area serviced: Laval, QC; Toronto, ON; Pointe-Claire, QC
(514) 512-6902
(438) 388-0178
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
I am a Legal Administrative Advisor with NLCU. I am located at our Corporate Office and assist our branches and Members by helping them understand Wills and Estates. Read more »
Area serviced: St. John's, LB; Corner Brook, LB
(709)754-2630
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