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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
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
Area serviced: Cornwall, ON; Ottawa, ON; Brockville, ON; Morrisburg, ON; Montreal, QC
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
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
Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON
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
Area serviced: Guelph, ON; Fergus, ON

I acquired the Certified Executor Advisor designation in 2017 in order to fill the gap in my knowledge; several of my clients were dealing with the responsibilities and duties of being Executors.  Having this designation has enriched my Estate Planning… Read more »
Area serviced: Edmonton, AB
A Chartered Professional Accountant with 9+ years of public practice experience combined with Corporate, Estate and Tax Law knowledge. I run an accounting practice and happy to connect with new people. 
Being an education enthusiast, I love teaching… Read more »
Area serviced: Langley, BC; Coquitlam, BC; Burnaby, BC; Delta, BC; Surrey, BC; Abbotsford, BC; Chilliwack, BC; Vancouver, BC