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Holistic financial advisor
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Area serviced: Toronto, ON
416-802-8122
Digital Asset Specialist | Technology leadership
Offering services to organize, secure, and manage the critical data executors need.
An active executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the… Read more »
Area serviced: Sherwood Park, AB; Edmonton, AB; St. Albert, AB; Stony Plain, AB; Spruce Grove, AB; Leduc, AB; Red Deer, AB; Airdrie, AB; Ft. Saskatchewan, AB; Lacombe, AB; Okotoks, AB; Olds, AB; Strathcona County, AB; Calgary, AB
587.749.1095
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
6474019565
I am a Sr. Legal Assistant at Taylor McCaffrey LLP with over 20 years of experience working on estate administration matters.

I support Taylor McCaffrey's estate lawyers, particularly Solange Buissé and Diana King, on estate administration… Read more »
Area serviced: Winnipeg, MB
204-988-0329
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
239-248-3161
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
613-271-3772
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… Read more »
Area serviced: Aurora, ON; Toronto, ON; Newmarket, ON; East Gwillimbury, ON
905-713-3765
Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON
905-399-2177
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
289-681-2652