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Regina, SK Contact

Chet is dedicated to educating the public about the importance of comprehensive personal financial planning. Chet's professional qualifications include Certified Financial Planner and Registered Financial Planner designations. Chet is Past President… Read more »

Area serviced: Regina, SK

306 337 4500

Stuart Broughton, CEA
na

Edmonton, AB Contact

Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC

780 996 9135

Chantelle Broughton, CEA
Advisor

Lethbridge, AB Contact

# Read more »

Area serviced: Lethbridge, AB

4033283306 x2211

DONALD BROWN, CEA
Chief Executive Officer

Toronto, ON Contact

Area serviced: Toronto, ON

416-429-4445

Joshua Brown, CEA
CFP, CLU, CEA

Blind River, ON Contact

Area serviced: Blind River, ON

9054935252

Randy Brown, CEA
Co-owner, The Change Manager Inc.

Brandon, MB Contact

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

Dylan Brown, CEA
President

Windsor, ON Contact

Dylan Brown
CEA, CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
CERTIFIED FINANCIAL PLANNER®
CERTIFIED INTERNATIONAL WEALTH MANAGER
Brown & Associates / Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1
… Read more »

Area serviced: Windsor, ON

519-944-4232

Jerry Brown, CEA
Senior Retirement Advisor

Abbotsford, BC Contact

Area serviced: Abbotsford, BC

6048599966

Tim Brown, CEA
Financial Planner

Halifax, NS Contact

Area serviced: Halifax, NS

9024484069

Christine Brunsden, CEA
President

Burlington, ON Contact

Area serviced: Burlington, ON; Guelph, ON; Kitchener, ON; London, ON; Ottawa, ON; Toronto, ON; Windsor, ON

905-531-4852

Jeff Bryce, CEA
BA, MBA, EPC, CEA

Waterloo, ON Contact

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

Ray Bukovy, CEA
CFP CPCA CEA

Thunder Bay, ON Contact

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

Mark Bull, CEA
President

Oshawa, ON Contact

I attained my life licence in 1994 and I have my CLU, 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… Read more »

Area serviced: Oshawa, ON

905-576-0262

Douglas Buss, CEA
President

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204 227 6395

Rossy Bustamante, CEA
Financial Planner

Richmond Hill, ON Contact

My Goal as your Advisor:
To inspire you to achieve your financial lifetime goals, through learning,planning, executing, and connecting your needs and wants for a sustainable happy lifestyle.
What can you expect from me as your Advisor?
My knowledge… Read more »

Area serviced: Richmond Hill, ON

416 587-0795

Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC

Area serviced: Lethbridge, AB

I am a Certified Financial Planner and Registered Retirement Consultant. I work with clients holistically to ensure financial success in all stages of their life and beyond.

Area serviced: Toronto, ON

Area serviced: Blind River, ON

Area serviced: Brandon, MB; Western Manitoba, MB

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 support to meet your individual needs. The Change Manager Inc. helps families successfully Plan, Prepare and Communicate their wishes.

Randy has lived and worked in Westman his entire life. He graduated from the Business Administration program at ACC and soon after began a 35 year career in the Manitoba credit union system. During that time and since his retirement in 2016, Randy has been active on a number of community boards and service clubs such as Lions, Kinsmen, the Brandon Area Community Foundation and the Brandon Chamber of Commerce. He also served on the boards of Credit Union Central of Manitoba and the Co-operative Development Foundation of Canada and currently is on the board of Westman Immigrant Services.

Area serviced: Windsor, ON

Dylan
Brown

CEA,
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC

CERTIFIED FINANCIAL
PLANNER®

CERTIFIED INTERNATIONAL
WEALTH MANAGER

Brown & Associates /
Sterling Mutuals Inc.

218-3270 Electricity Drive, Windsor, ON, N8W5J1

Phone/Fax: 519-944-4232

Toll-Free: 1-866-944-4232

Email: dbrown@bafs.ca

Web: www.bafs.ca

Area serviced: Abbotsford, BC

I have been in the financial services field for over 40 years and specialize in working with clients in the 50 plus age group. I help them to make informed retirement decisions for their money and their life.This includes a retirement income plan designed to minimize taxation and to ensure that they will not run out of money in their later life.I also review their total estate plan.All investment recommendations reflect low risk and competitive fees, deductible when possible. I am a Certified Financial Advisor (CFP) Elder Planning Counselor (EPC) and a Professional Retirement Planner (PRP), all key designations to developing your personal retirement plan.

Area serviced: Halifax, NS

Area serviced: Burlington, ON; Guelph, ON; Kitchener, ON; London, ON; Ottawa, ON; Toronto, ON; Windsor, ON

I have 24 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. I maintain the following designations TEP, CEA, EPC, MFA-P. Trusted Legacy provides a full suite of legacy planning and organizational services, planned giving strategies and assistance, advisor education and client seminars and agent for Executor, Trustee, and POA services.

Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Cambridge, ON; Courtenay, BC; Duncan, BC

Area serviced: Thunder Bay, ON

ABOUT RAY BUKOVY, CFP CPCA www.bfinancial.com

Ray has been in the financial services industry for over 34 years. He is a Certified Financial Planner (CFP) and has obtained the

Certified Professional Consultant on Aging (CPCA) designation. He is experienced in all facets of the financial planning world, while

specializing in the tax and estate issues of business owners. He continues to enhance his education and experience to ensure his clients

are well informed. Along with his team, he strives to provide exceptional service and select quality investments for clients and their

families. Ray has a love of blues music, health and fitness, and has been married to his wife, Dianne for over 35 years. They have two two children and two beautiful grandchildren

Area serviced: Oshawa, ON

Area serviced: Winnipeg, MB

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 specialize in Investment, Insurance, Tax and Estate Planning solutions. Feel free to give a us a call to arrange a complimentary review/discussion.

Area serviced: Richmond Hill, ON

My Goal as your Advisor:

To inspire you to achieve your
financial lifetime goals, through learning,planning, executing, and connecting
your needs and wants for a sustainable happy lifestyle.

What can you expect from me as your Advisor?

My knowledge and experience as a financial advisor come from
helping individuals, families and small business owners with their financial
and retirement planning for the last 22 years.

Investment Management –
In depth analysis of your current situation to uncover opportunities and
challenges to meet your needs and goals.

• Portfolio
creation - monitoring asset allocation to optimize growth and wealth
preservation.

Tax efficiency planning – on
your risk, wealth strategies and Retirement Income

Retirement INCOME Design for a SUSTAINABLE Happy Retirement:

• CPP, OAS, LIRA, DCPP, PENSION – Exit Strategy for Registered
Investments taking into consideration tax efficiencies.

• Retirement
Income Planning Blueprint – customized to your needs.

BUDGETING – One of the most important tools in achieving financial
freedom.

Estate Planning – Strategic
planning for a survivor friendly and estate friendly asset transfer.

Ongoing Advice – open,
honest and timely communication.

Professional competency –
ongoing education advancement in the industry to bring you the tools and
knowledge that you deserve.

Privacy – We take
great care to protect our clients and ensure the personal information we
collect is accurate, up to date, confidential and secure.

I look forward to a long and prosperous
partnership.

Rossy Bustamante, CFP

Financial Advisor