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I have been working in the financial and banking industry since 2007 (including service at CIBC and RBC banks). I hold the PFP (Personal Financial Planner), FMA (Financial Management Advisor),  CLU (Chartered life underwriter) and of course CEA (Certified… Read more »
Area serviced: Calgary, AB
403-690-8622
I am a senior manager in Baker Tilly in Windsor’s Tax department. I focus on private company matters including estate planning, reorganizations, and general day to day advisory support. I joined the firm in 2015 after spending three years with another… Read more »
Area serviced: Windsor, ON
519-988-9042

Your financial strategy should be a mirror–reflecting what matters to you and your family. As your Financial Advisor I need to understand what opportunities and challenges you have andyour vision for what you want your life to look like.… Read more »
Area serviced: Glencoe, ON; Windsor, ON; London, ON; Cambridge, ON; Peterborough, ON
5192893355

As a Strategic Analyst, Ian Callaway consults directly with Individuals across Canada, particularly Professionals, as well as the referred clients of Accountants, Financial Advisors/Planners, Insurance Brokers, and Lawyers on 1 of 5 Insurance areas:… Read more »
Area serviced: New Westminster, BC; Abbotsford, BC; Acton, ON
604.629.0042
Experienced advisor specializing in providing estate settlement services to executors. Serving clients in and between Ottawa and Toronto.
James Campbell Dipl. B., CFP, FMA, CIM, DMS, FCSI, MBA, CGAP, CIWM, CEA
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Area serviced: Ottawa, ON; Toronto, ON; Whitby, ON; Kingston, ON; Cobourg, ON
6135180480
Area serviced: Schreiber, ON; All, ON; All, BC
8078230824
Area serviced: Woodstock, ON; Hamilton, ON; Ancaster, ON; Dundas, ON
5195369555
Amanda Cardenas is a Financial Advisor at ADC Wealth Strategies Ltd., based in London, Ontario. Amanda and her team take a personalized, relationship-focused approach to helping individuals, families, small business owners, and farming families navigate… Read more »
Area serviced: London, ON
5196730920