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Area serviced: Mississauga, ON; Toronto, ON; Etobicoke, ON; Oakville, ON; Brampton, ON
905-896-8373
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
4035925885
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
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 30 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
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
Area serviced: Toronto, ON; Oakville, ON; Markham, ON; Oshawa, ON; Whitby, ON; Vaughan, ON; Richmond Hill, ON
6479612405
VP and Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 10 Wealth advisors, 10 Priivate Bankers and a amazing team of Private Trust  officers.  We cover from Hey 27 to Oshawa and Finch to Hwy 9 of… Read more »
Area serviced: Vaughan, ON; Toronto, ON
6474019565