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Area serviced: Calgary, AB; All, BC; All, ON; All, MB; All, AB

I have 25 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
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
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 of business.  I am involved… Read more »
Area serviced: Oshawa, ON
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
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
905 773-8377
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… Read more »
Area serviced: St. John's, LB; Paradise, LB; Mount Pearl , LB; Clarenville, LB
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),  CLU (Chartered life underwriter) and of course CEA (Certified… Read more »
Area serviced: Calgary, AB

As an Insurance Benefits Analyst, Ian Callaway consults directly with Individuals across Canada, particularly Professionals, as well as the referred clients of Accountants, Financial Advisors/Planners, Insurance Brokers, and Lawyers on 1 of 5 Insurance… Read more »
Area serviced: New Westminster, BC