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Currently employed as an Account Executive serving GTA west for Empire Life.  Formerly a Financial Planner.  Life Licensed as well as completed my Canadian Securities Course.  I have also completed my CFP, CLU and CSH designations.I specialize… Read more »
Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON
9056300982
Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON
416 498-6181
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… 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
613-416-2020
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
6134162020
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
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
About Patrick Briscoe, founder of Bayswater Wealth ManagementSince 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
Many farm families are concerned about keeping their farm in the family, paying too much tax, and how to fairly compensate their off-the-farm kids.  Other challenges arise when someone is requested to act as executor. My team will work to deliver customized… Read more »
Area serviced: Calgary, AB; Brooks, AB; Medicine Hat, AB; Edmonton, AB
587-586-4520
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance. Read more »
Area serviced: Westmount, QC
15149458882
Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC
780 996 9135