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New Westminster, BC

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

Wm. Brian Callery, Candidate
Owner

Oshawa, ON

Area serviced: Oshawa, ON

800-399-8523

Sandro Campagna, CEA
Private Wealth Advisor

Toronto, ON

# Read more »

Area serviced: Toronto, ON

416-385-7306

Nadya Campbell, CEA
Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

6473212530

James Campbell, CEA
Senior Advisor - Estate Settlements

Ottawa, ON

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

MICHAEL CAMPBELL, Candidate
Principal

London, ON

Area serviced: London, ON

2262421238

www.sagepathconsulting.com

Jason Capobianco, CEA
Financial Advisor

Woodstock, ON

Area serviced: Woodstock, ON; Hamilton, ON; Ancaster, ON; Dundas, ON

5195369555

edwardjones.ca/jasoncapobianco

ALBERTO CARBO, CEA
FINANCIAL ADVISOR

Kanata, ON

Area serviced: Kanata, ON

6132547110

Joseph Carbonara, CEA
Financial Advisor

Oakville, ON

Area serviced: Oakville, ON

905-825-9651

https://www.edwardjones.ca/ca-en/financial-advisor/joseph-carbonara

Annie Caron, CEA
Financial Advisor

Elliot Lake, ON

Area serviced: Elliot Lake, ON

705 461 1221

Jean Paul Caron, CEA
Senior Consultant

Owen Sound, ON

Area serviced: Owen Sound, ON; Blue Mountains, ON; Chatsworth, ON; Collingwood, ON; Dundalk, ON; Kincardine, ON; Markdale, ON; Meaford, ON; Port Elgin, ON; Sauble Beach, ON; Walkerton, ON; Wasaga Beach, ON; Wiarton, ON

5193752435

https://www.ig.ca/en/advisor/jean_paul_caron

Maria Carrick, CEA
Director, Business Development

Vancouver, BC

Area serviced: Vancouver, BC

7782221955

Sylvia Carruthers, CEA
Owner

Woodstock, ON

Area serviced: Woodstock, ON; London, ON; Blue Mountains, ON; Cambridge, ON; Guelph, ON

403 200 4550

Blake Carruthers, CEA
Financial Strategist

Calgary, AB

Area serviced: Calgary, AB

4032694640

Alex Carter, CEA
Senior Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

4169682310

Area serviced: Oshawa, ON

Area serviced: Toronto, ON

TD Private Wealth Advisor-Triage client's financial needs and goals.

FCSI,CIWM,CIM

Area serviced: Toronto, ON

Area serviced: Ottawa, ON; Toronto, ON; Whitby, ON; Kingston, ON; Cobourg, ON

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

Area serviced: London, ON

Area serviced: Woodstock, ON; Hamilton, ON; Ancaster, ON; Dundas, ON

Area serviced: Kanata, ON

Area serviced: Oakville, ON

Area serviced: Elliot Lake, ON

I commit our time and expertise to developing a personalized plan for you and your family. When you become a client, I will meet with you to discuss your immediate goals and longer term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes.

As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices. Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax and life planning. these experts help me to keep on top of changes to government legislation that could impact your plan, global market movements and new financial options.

With my advice, your plan will help you to set saving targets, choose the best financial vehicles, and ensure you have the right mix of investments. Research has proven that individuals who follow a plan are more likely to start saving earlier and with more commitment, leading to a higher net worth.

Area serviced: Vancouver, BC

Area serviced: Woodstock, ON; London, ON; Blue Mountains, ON; Cambridge, ON; Guelph, ON

Sylvia Carruthers, B.Sc.(O.T.), LL.B, C.E.A. is an experienced retired lawyer who has been assisting clients in estate planning and administration since 1983. In addition to her extensive and lengthy career in Ontario and Alberta as a lawyer, giving her extensive knowledge and experience as an executor and attorney, she is now working with Financial Concierge Inc and is ready to assist executors, attorneys and those developing their estate plan.

Sylvia focuses on problem solving and dealing with the individual needs of each client, resolving issues by extensive communication and investigation, rather than stock answers. Her focus is on her clients and their issues and providing exceptional service to them.

Sylvia looks forward to assisting people with sound advice about the extensive and complex issues of being an executor, attorney or personal representative and looks to gain your trust as your advisor. Let me know how I can help you.

Area serviced: Calgary, AB

Area serviced: Toronto, ON