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TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our… Read more »
Area serviced: Brandon, MB; Western Manitoba, MB
204-761-8928
I have 23 years experience working in the trust and estate industry for various trust companies in both administration and business development. I am an active member of the Estate Planners Council of Halton & Canadian Association of Gift Planners. … Read more »
Area serviced: Burlington, ON; Guelph, ON; Kitchener, ON; London, ON; Ottawa, ON; Toronto, ON; Windsor, ON
905-531-4852
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance.  His expertise is custom investment plans, pensions, estates, and personal income tax.  He is also an Elder Planning Counselor.  Please… Read more »
Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Cambridge, ON; Courtenay, BC; Duncan, BC
1 800 893 0014 or 519 747 4200
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
I attained my life licence in 1994 and I have my CFP, CHS and CEA designations.  I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients.  I also have a large Group Benefit block of business.  I am involved… Read more »
Area serviced: Oshawa, ON
905-576-0262
Doug Buss CLU, CPCA, CFP, CEA, Owner & President of YourStyle Financial Inc.  Proud to be celebrating my 33rd year in the financial services industry.    We help business owners, employees and families achieve their dreams.  We… Read more »
Area serviced: Winnipeg, MB
204 227 6395
Our firm is the only law office in Newfoundland and Labrador that focuses exclusively on wills, estates, and related matters. We do estate planning, estate administration, executor assistance, and mediation of estate -related disputes. We offer a completely… Read more »
Area serviced: St. John's, LB; Paradise, LB; Mount Pearl , LB; Clarenville, LB
7092215511
I have been working in the financial and banking industry since 2007 (including service at CIBC and RBC banks). I hold the PFP (Personal Financial Planner), FMA (Financial Management Advisor) and of course Certified Executor Advisor (CEA) designation.… Read more »
Area serviced: Calgary, AB
403-690-8622
TD Private Wealth Advisor-Triage client's financial needs and goals.FCSI,CIWM,CIM Read more »
Area serviced: Toronto, ON
416-385-7306