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My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and… Read more »
Area serviced: Kingston, ON
6135306022
Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON
905-399-2177
Protection. Progress. Prosperity.Our investment approach focuses on key principles and strategies.  One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service;… Read more »
Area serviced: Oakville, ON
289-681-2652
Financial Education First Approach Read more »
Area serviced: Fort McMurray, AB
7803701678
I acquired the Certified Executor Advisor designation in 2017 in order to fill the gap in my knowledge; several of my clients were dealing with the responsibilities and duties of being Executors.  Having this designation has enriched my Estate Planning… Read more »
Area serviced: Edmonton, AB
7806915771
W.R.(Bill)Black CExp, CIM, CFP, CEA,  EPC,  Providing financial advice to Business Owners and their families for 25years.  The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth… Read more »
Area serviced: Owen Sound, ON; Milton, ON; Collingwood, ON; Mississauga, ON; Oakville, ON; Burlington, ON
519-376-0095
Tracy has worked at Graham Mathew Professional Corporation since 2001.  Most of her focus is on personal and estate income tax.  She enjoys being able to work closely with her clients and to bring understanding to complicated situations.  Client service… Read more »
Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON
5196231870
After 23 years in retail banking and 16 years in the mutual fund/financial planning business I have developed and now focus on providing retirees and the soon to retire sector with the tools and advice not generally provided by the majority of financial… Read more »
Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON
905 335-0045
I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing… Read more »
Area serviced: Winnipeg, MB
(204) 786-2708
Providing Professional Executor and Estate Advisory.We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca Read more »
Area serviced: Orillia, ON; Alliston, ON; Toronto, ON; Barrie, ON; Kingston, ON; Burlington, ON; North Bay, ON; Durham, ON; Muskoka (Region), ON; Most of Ontario, ON
800-686-2703 Ext:88
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