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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
I have worked for Access Credit Union for almost 7 years now. Started as a MSR and then moved up to an FSR role Read more »
Area serviced: Altona, MB
2043246437
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
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… Read more »
Area serviced: Strathmore, AB; Calgary, AB; Brooks, AB; Medicine Hat, AB; Edmonton, AB; Stettler, 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
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