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It only takes a few moments to realize that Lynn is someone you want to have by your side.
“I like helping people,” she says, and while she’s being modest, it’s obvious that she’d drop everything to lend you a hand. “Sometimes you just need… Read more »
Area serviced: Langley, BC; Abbotsford, BC; Delta, BC; Surrey, BC; Maple Ridge, BC; White Rock, BC; Vancouver, BC; Mission, BC; Chilliwack, BC

Nancy Boisvert is a seasoned marketing consultant with over three decades of experience. Throughout her career, she has helped numerous businesses refine and enhance their marketing strategies. Her extensive hands-on expertise spans working with political… Read more »
Area serviced: Calgary, AB
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… Read more »
Area serviced: Halifax, NS
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.  

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

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
Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON
416 498-6181
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
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… Read more »
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
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… Read more »
Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON
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.
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Area serviced: Brandon, MB; Regina, SK; Virden, MB; Moosomin, SK; reston, MB; Wawota, SK; Rochanville, SK; Maryfield, SK
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