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I'm an easy-going, family oriented, approachable advisor that believes in full, ongoing service for my clients and their families.  I believe in the importance of having good life insurance products and guaranteed investment products at any age… Read more »
Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON
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
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
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 customized… Read more »
Area serviced: Calgary, AB; Brooks, AB; Medicine Hat, AB; Edmonton, AB
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
Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC
780 996 9135
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
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