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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
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 Advisory and Empathy.ProLaunch Financial Assurance is a discreet full service and professional resource dedicated to helping small business leaders, skilled workers and smart investors of all ages and experience through… Read more »
Area serviced: Orillia, ON; Alliston, ON; Toronto, ON; Barrie, ON; Oakville, ON; North Bay, ON; Kingston, ON; Guelph, ON; Hamilton, 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
As a Financial Advisor providing investment and insurance products that build and protect a clients wealth and health, I know that proper preparation of the final stage of one's life is extremely important. How do I structure my estate to avoid family… Read more »
Area serviced: Cambridge, ON; London, ON; Guelph, ON
519-841-0083
Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON
416 498-6181