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Dane Anderson works as an Area Advisor for Allied Associates LLP, Chartered Accountants who specialize in the Agriculture sector.  Dane has more than 10 years experience in Taxation, Financial Reporting, Financial Planning, Succession and Estate Planning… Read more »
Area serviced: Tillsonburg, ON
519-615-8957
Proudly married to Susanne, together we share six children (three each from previous marriage). I have been in the financial industry for the past twenty seven years. One reason I particularly enjoy this business, and the challenges that go along with… Read more »
Area serviced: Welland, ON
(905) 736-0204
I am one of the founding partners of the Family Wealth Counsel Advisory Group.We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate,… Read more »
Area serviced: Toronto, ON
416-777-7110
I started in the Finance industry as a Sun Life Financial Advisor just over 3 years ago with the goal of helping you and your family achieve the best life possible.  I also understand that my clients live in a time starved environment, and are often… Read more »
Area serviced: Kamloops, BC; Abbotsford, BC; Kelowna, BC; Chilliwack, BC; Langley, BC; White Rock, BC; Coquitlam, BC; Lake Country, BC; Merritt, BC; Prince George, BC
250-575-0585
At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 34 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a… Read more »
Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON
905-837-2600 x.19
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
Inside Sales Representative at Dynamic Funds Read more »
Area serviced: Toronto, ON
416.365.5505
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