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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
Throughout my 22-year career as a Real Estate Sales and Broker, I have amassed extensive expertise in the dynamic and ever-evolving real estate industry. 

One of my notable specializations is in senior real estate, as evidenced by my designation… Read more »
Area serviced: Vaughan, ON; Metro Toronto, ON; Mississauga, ON; Halton, ON; York, ON
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases. 
Eileen has over thirty years of senior financial industry… Read more »
Area serviced: Cobourg, ON; Toronto, ON; Whitby, ON; Oshawa, ON; Kingston, ON; Woodstock, ON; Ingersoll, ON; Stratford, ON
I am a Life Insurance Agent and Broker with AO Globe Life. We work virtually across Canada.  One of our main markets is the No Cost Law Last Will and Testaments. Our company works with the non-profit No Cost Law to distribute Will Kits for our clients.… Read more »
Area serviced: Kelowna, BC