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Allison joined the Gallery Wealth Management team in 2012. She is responsible for keeping the office running smoothly and supporting her team. What Allison likes most about her role is meeting new people and constantly learning in an always changing… Read more »
Area serviced: Morden, MB; Altona, MB; Winkler, MB; Carman, MB; Manitou, MB; Miami, MB
204 822 6887
Area serviced: Penticton, BC; Kelowna, BC; Vancouver, BC; Kamloops, BC; Vernon, BC
236-422-0802
About Patrick Briscoe, founder of Bayswater Wealth Management
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning,… Read more »
Area serviced: London, ON; St. Thomas, ON; Stratford, ON; Woodstock, ON; Waterloo (Region), ON; Strathroy, ON; Komoka, ON
519-914-5778
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.
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Area serviced: Montreal, QC
15149458882
Area serviced: Lethbridge, AB
4033283306 x2211

Dylan Brown
CEA, CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
CERTIFIED FINANCIAL PLANNER®
CERTIFIED INTERNATIONAL WEALTH MANAGER
Brown & Associates / Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1
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Area serviced: Windsor, ON
519-944-4232
Bruce graduated from Western University (formerly known as The University of Western Ontario) in 1986 with an Honours degree in Computer Science. After 19 years in the high technology industry, designing, building and marketing equipment and software… Read more »
Area serviced: Ottawa, ON; Carleton Place, ON; Cumberland, ON; Gloucester, ON; Kanata, ON; Kemptville, ON; Manotick, ON; Nepean, ON; Orleans, ON; Ottawa-Carleton, ON; West Carleton, ON
6138596268
I am a genealogist and work in Family History.  Understanding and dealing with Estates is a natural part of that history.
Please visit my website at www.lesleybuchanan.ca
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Area serviced: St. Thomas, ON
5198782162
I am a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and a Certified Executor advisor (CEA) with over 25 years in the industry. My agency focuses on building strong, long-term client relationships. I have made it my mission… Read more »
Area serviced: Belleville, ON; Stirling, ON; Trenton, ON; Quinte West, ON; Prince Edward, ON; Picton, ON; Loyalist Township, ON; Lennox-Addington, ON; Kingston, ON; Howe Island, ON; Gananoque, ON; Bancroft, ON
6139665055

ABOUT RAY BUKOVY, CFP CPCA www.bfinancial.comRay has been in the financial services industry for over 34 years. He is a Certified Financial Planner (CFP) and has obtained theCertified Professional Consultant on Aging (CPCA) designation. He is experienced… Read more »
Area serviced: Thunder Bay, ON
807-684-1820