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As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE. Read more »
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
I work for Chinook Financial, a Division of Connect First Credit Union Ltd.In my role, I not only deal with the Estates for the branch, I also help members with their financial and retirement goals. Read more »
Area serviced: Brooks, AB
403-501-7501
I have been a Professional Appraiser since 1992 and have the AACI designation as a member of the Appraisal Institute of Canada. I work for Farm Credit Canada, supporting Agriculture throughout Canada. I am an in-house appraiser specializing in valuing… Read more »
Area serviced: Abbotsford, BC
604-516-9091
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
My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and… Read more »
Area serviced: Kingston, ON
6135306022
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
W.R.(Bill)Black CExp, CIM, CFP, CEA,  EPC,  Providing financial advice to Business Owners and their families for 25years.  The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth… Read more »
Area serviced: Owen Sound, ON; Milton, ON; Collingwood, ON; Mississauga, ON; Oakville, ON; Burlington, ON
519-376-0095
Tracy has worked at Graham Mathew Professional Corporation since 2001.  Most of her focus is on personal and estate income tax.  She enjoys being able to work closely with her clients and to bring understanding to complicated situations.  Client service… Read more »
Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON
5196231870
After 23 years in retail banking and 16 years in the mutual fund/financial planning business I have developed and now focus on providing retirees and the soon to retire sector with the tools and advice not generally provided by the majority of financial… Read more »
Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON
905 335-0045