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Calgary, AB , AB Contact

Beyond the Basics: Holistic Life and Legacy Planning

Planning for the future can feel overwhelming, but it doesn’t have to be. At NEXsteps, we’re here to guide you through every step with care and compassion. Our services go beyond numbers… Read more »

Area serviced: Calgary, AB; Kelowna, BC

403-472-8641

Gregory Bonnell, CEA
CFP, CCS, CEA

Halifax, NS Contact

Area serviced: Halifax, NS

9024232152

Geoff Booth, BMS, CFP, CLU, CHS, CEA, CEA
Estate Planning Specialist

Oakville, ON Contact

Currently employed as an Estate Planning Specialist at CIBC Wood Gundy.
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

Read more »

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON; Vancouver, BC

9056300982

Shane Borthwick, CEA
Founder | Senior Wealth Advisor

Saint Andrews, NB Contact

You need the right tools and support to protect the health and wealth of your family and your business – now and for generations to come. At Impact Wealth, we listen carefully and create tailored solutions with the durability you need to navigate life’s… Read more »

Area serviced: Saint Andrews, NB; Saint John, NB; Halifax, NS

1.877.309.7634

Jessica Bortnick, CEA
B.Comm., LL.B., CEA

Westerose, AB Contact

Jessica is a lawyer with more than a decade of experience assisting all levels of clients on a wide range of legal matters, specializing in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing… Read more »

Area serviced: Westerose, AB; Edmonton, AB; Wetaskiwin, AB

(780) 559-2643

Paul Bourbonniere, CEA
Certified Financial Planner

Markham, ON Contact

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

416 498-6181

Simon Bowers, CEA
Private Wealth Portfolio Manager

Toronto, ON Contact

Portfolio Manager holding Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM) designations. Fellow of the Canadian Securities Institute (FSCI), certified in Responsible Investing (RIAC), MTI candidate.
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Area serviced: Toronto, ON

4167215339

Fred Bowie, CEA
Life & Retirement Guide

Kanata, ON Contact

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

613-416-2020

SARAH BOWIE, CEA
Life and Investment Guide

Ottawa, ON Contact

Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON

6134162020

Joy Bowman, CEA
Mrs.

Brandon, MB Contact

I am a funeral pre-planning specialist in MB and SK. I purposefully work to assist my neighbors, clients and friends in the Westman and Eastern Saskatchewan area. My years of experience in finance and now the funeral industry make me a helpful resource.
… Read more »

Area serviced: Brandon, MB; Regina, SK; Virden, MB; Moosomin, SK; reston, MB; Wawota, SK; Rochanville, SK; Maryfield, SK

204-761-3637

Chantel Boyd, CEA
Insurance Advisor, CEA

Edmonton, AB Contact

With over three years of experience in the insurance industry following a distinguished 22-year career as a piano instructor, I bring a wealth of expertise and a commitment to excellence to my role.
Recently assuming leadership of my father's… Read more »

Area serviced: Edmonton, AB

17802981231

Tyler Bradford, CEA
CFP, TEP, EPC, CEA

Mississauga, ON Contact

Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety… Read more »

Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON

4162422525

Peter Bradley, CEA
Associate Portfolio Manager

Ottawa, ON Contact

Area serviced: Ottawa, ON

613-884-1235

Jane Bradley, CEA
Financial Advisor

Simcoe, ON Contact

I am a licensed Financial Advisor DFSA and now CEA with a private practice in Simcoe, Ontario dedicated to serving individuals and their families across Norfolk County.
I provide guidance to my clients about retirement preparation, transition, estate… Read more »

Area serviced: Simcoe, ON

519-900-0463

Amanda Brais, CEA
DSR II

Altona, MB Contact

I have worked for Access Credit Union since 2009. Started as a MSR and then moved up to an FSR role which has recently changed to a DSR II

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Area serviced: Altona, MB

2043246437

Area serviced: Halifax, NS

Beginning his career with a large Canadian insurer in 1997, Greg’s journey has moved beyond career agency into entrepreneurship in a unique way. Joining forces with the principle at Richard McKenster Financial Planning in 2002, he has been a partner in developing unique and proprietary processes to manage client retirement planning and risk management. As a Certified Financial Planning professional (CFP®), wholistic planning is in keen focus in any client relationship.

Educated in Tampa, Florida, while originally from St. John’s Newfoundland and Labrador, Greg enjoys spending time with his family and volunteering as a soccer coach. He is a long-standing member of Advocis, the Financial Advisor’s Association of Canada, and is also a member of the Halifax Estate Planning Council.

Greg's business passion is to help clients create a safe and sustainable lifestyle through cash flow planning and risk management. www.rmfp.ca

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON; Vancouver, BC

Currently employed as an Estate Planning Specialist at CIBC Wood Gundy.

I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

Area serviced: Saint Andrews, NB; Saint John, NB; Halifax, NS

To gain a clear perspective you need to see the full picture. Our unique 360°Impact™ process is designed to put all of the pieces of your financial puzzle together to ensure you, your family and your business are ready for what’s next. Our 5-step process aligns your goals and values with tailored solutions to get results. We can’t predict the future but we can prepare for it.

Area serviced: Westerose, AB; Edmonton, AB; Wetaskiwin, AB

Jessica is a lawyer with more than a decade of experience
assisting all levels of clients on a wide range of legal matters, specializing
in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing legal services in rural Alberta. Jessica also provides legal services to clients in Edmonton and surrounding areas.

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

Area serviced: Toronto, ON

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

A Life, Retirement & Estate Guide since May 15, 1980, Fred has been helping responsible families, like yours, achieve peace of mind. Fred has spent his entire career with a front row seat to see firsthand the challenges facing today's families. As a result of what he has learned, Fred is in a position to help you and your family meet many of life's challenges. He has helped thousands of families reach their objectives in the areas of Income Tax Planning & Preparation, Guaranteed Retirement Income and Estate Planning & Settlement.

Reach Fred by phone: 613-416-2020 or email: Fred@BowieCanHelp.com

Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON

Bowie Financial Inc. is an easy-going, family oriented, approachable company that believes in full, ongoing service for our clients and their families. We know the importance of having good life insurance products and guaranteed investment products at any age and love to help our clients find the right fit- being a broker who works with dozens of companies has it's advantages!

After more than a decade as a successful realtor in New York State, Ottawa and North Grenville I decided to take the leap to work in our family business here at Bowie Financial Inc. It's a good fit for me... I still get to work with people and advise them on complex transactions, but am now usually home in time for dinner with my family.

We'd be honoured to have the opportunity to work with you and yours to develop financial strategies that focus on both short-term and long-term goals. Investments, insurance, estate planning and taxes can seem daunting and make your head spin; let us show you the true value of the service we provide...PEACE OF MIND.

Area serviced: Brandon, MB; Regina, SK; Virden, MB; Moosomin, SK; reston, MB; Wawota, SK; Rochanville, SK; Maryfield, SK

Area serviced: Edmonton, AB

With over three years of experience in the insurance industry following a distinguished 22-year career as a piano instructor, I bring a wealth of expertise and a commitment to excellence to my role.

Recently assuming leadership of my father's esteemed insurance business, I have undergone significant professional growth and development. My primary objective is to provide comprehensive estate planning solutions, leveraging my unique blend of skills and experiences to serve both inherited and new clientele effectively. I am enthusiastic about the opportunity to collaborate with clients, ensuring they are optimally positioned for success in their estate planning endeavors. Having taken the CEA course, I feel more equipped to help my clients and their families as they navigate decisions and ideas surroundings Estate planning.

Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON

Area serviced: Ottawa, ON

Area serviced: Simcoe, ON

I am a licensed Financial Advisor DFSA and now CEA with a private practice in Simcoe, Ontario dedicated to serving individuals and their families across Norfolk County.

I provide guidance to my clients about retirement preparation, transition, estate transfer strategies.

The foundation of each client relationship begins with honesty, transparency and integrity. I work to ensure each client receives a personalized experience ensuring they feel understood, well-informed and in control of their financial goals and decisions.

I actively encourage working along side of my clients chosen tax and legal professionals to ensure they receive a comprehensive and coordinated approach to achieving what is important to them.

To suit your needs, I offer flexible in office appointment times for clients preparing to transition into retirement, in home appointments for seniors living in retirement, and virtual meetings for working professionals and with client's tax and/or legal professionals.

Area serviced: Altona, MB

I have worked for Access Credit Union since 2009. Started as a MSR and then moved up to an FSR role which has recently changed to a DSR II