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Oshawa, 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

905-576-0262

Amy Jane Bull, CEA
President

Toronto, ON

Area serviced: Toronto, ON

4165680377

Shawna Burke, CEA
Supervisor

Thornhill, ON

# Read more »

Area serviced: Thornhill, ON; Keswick, ON; Newmarket, ON

2893831713

Douglas Buss, CEA
President

Winnipeg, MB

Area serviced: Winnipeg, MB

204 227 6395

Rossy Bustamante, CEA
Financial Planner

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?
… Read more »

Area serviced: Richmond Hill, ON

905 773-8377

Jennifer Butchart, CFRE, CEA
Associate Director, Planned Giving

Kingston, ON Gananoque, ON

I work closely with donors interested in establishing a personal legacy through various methods, including estate gifts. I also partner with advisors and lawyers to ensure that donors' legacy gifts meet their clients' goals, needs, and timelines, and… Read more »

Area serviced: Kingston, ON; Gananoque, ON

613-549-5452
613-929-8983

Lynne Butler, CEA
Wills and Estates Consultant

St. John's, NL

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, NL; Paradise, NL; Mount Pearl , NL; Clarenville, NL

7092215511

Carrie Buzminski, CEA
CFP

Gores Landing, ON

Area serviced: Gores Landing, ON

905-439-1550

Tara-Lynn Byron, CEA
Financial Advisor

Halifax, NS

Area serviced: Halifax, NS

9024542425

Artem Bytchkov, CEA
Financial Planner

Calgary, AB

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

403-690-8622

Adam Calibaba, CEA
Financial Security Advisor

Regina, SK

Area serviced: Regina, SK; Weyburn, SK

3065461383

Laura Callaghan, CEA
Financial Advisor

Glencoe, ON

Your financial strategy should be a mirror–reflecting what matters to you and your family. As your Financial Advisor I need to understand what opportunities and challenges you have andyour vision for what you want your life to look like.… Read more »

Area serviced: Glencoe, ON; Windsor, ON; London, ON; Cambridge, ON; Peterborough, ON

5192893355

Ian Callaway, CEA
Principal

New Westminster, BC

As a Strategic 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

604.629.0042

Sandro Campagna, CEA
Private Wealth Advisor

Toronto, ON

# Read more »

Area serviced: Toronto, ON

416-385-7306

Nadya Campbell, CEA
Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

6473212530

Area serviced: Toronto, ON

Area serviced: Thornhill, ON; Keswick, ON; Newmarket, ON

Industry related experience for the last 29 years. Specializing in families and separation agreements. Needs based and budget related lifestyle protection is how we give our recommendations within our non commissioned platform.

Area serviced: Winnipeg, MB

Doug Buss CLU, CPCA, CFP, CEA, RWM. Owner & President of YourStyle Financial Inc. Proud to be celebrating my 36th year in the financial services industry. We help business owners their employees and families Live for today and Plan for tomorrow. 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 26 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

Area serviced: Kingston, ON; Gananoque, ON

Area serviced: St. John's, NL; Paradise, NL; Mount Pearl , NL; Clarenville, NL

We offer a completely innovative approach to legal services. We have banned the billable hour system entirely and use flat fees for services. We don't charge for postage, copy paper, faxes, etc. We return all calls within a day and have wills signed within a week. We do weekly seminars for the public in-house and offer a variety of how-to brochures and online courses.

I was first called to the bar in Alberta 30 years ago, and am now practicing in my home province of Newfoundland and Labrador.

I am the author of 9 books about estate planning and administration, and one about the history and development of wills. I have had numerous articles published in magazines and newspapers. I have been interviewed on estate-related topics on BNN, CPAC, Global TV, City TV, CBC Radio, VOCM Radio, the Wall Street Journal, the Globe and Mail, the National Post, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Maclean's Magazine, Advisor's Edge Magazine, Canadian Lawyer Magazine, Lawyers' Weekly Magazine, Caregiver Solutions Magazine, Mompreneur Magazine, Today's Parent Magazine, Cottage Magazine, FinancialPipeline.ca, AdvocateDaily,com and many other websites.

I write a blog on wills and estates matters that generates more than 4,000 hits a day. Feel free to visit my blog at www.estatelawcanada.blogspot.ca.

Area serviced: Gores Landing, ON

Area serviced: Halifax, NS

Area serviced: Calgary, AB

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 Executor Advisor) designation.
I have
extensive knowledge and expertise in the financial industry as a whole,
including banking products, investments and taxation, credit products
and insurance.
I am fluent in English and Russian.

My company deals with small business owners and professionals
More information is available on artemfinancial.ca
Also you can email us at contact[AT]artemfinancial.ca or phone 403-690-8622

Area serviced: Regina, SK; Weyburn, SK

Area serviced: Glencoe, ON; Windsor, ON; London, ON; Cambridge, ON; Peterborough, ON

Your financial strategy should be a mirror–reflecting what matters to you and your family.

As your Financial Advisor I need to understand what opportunities and challenges you have and

your vision for what you want your life to look like. This takes more than a quick conversation.

My dad was a bank manager for over 42 years.I watched him always put his clients first. He

treated them like family, as it was never about the money but simply helping people. As a

Financial Advisor for 30 years I have built my practice with those same values and passions he

instilled in me.

Being the youngest, Mom and Dad have always been the center of my world teaching me the

value of love and respect. My husband and I live on a farm in Appin and share a true love for

animals. If it needs a home, I'll give it one. With 3 dogs, 4 cats (all rescues), 28 hens and a

menagerie of wildlife it's a place I love to call home. There is something to be said about country

living.

As a member of the Glencoe Community Care Committee I continue to work with business

owners and members of council to attract new business and help grow our community. I

strongly support and encourage "SHOP LOCAL."

My priority as Financial Advisor is to help educate my clients. Investments and financial

strategies aren't your world they're mine. I remind my clients if you can learn one thing from

each meeting you are further ahead than the day before. I will give you a better understanding

of where you are today and a vision for tomorrow. It's not just about making money in a good

market. I take the time to ensure your investments are aligned to help protect during market

uncertainty. As part of our family we are committed to being here for you every step of the way.

At Edward Jones, our clients come first. Our commitment to our clients is to guide you through

every life stage.

Looking for a Financial Advisor who will put you first and truly care about what is important to you and your family?

Let's Talk!

Serving the Southwest Middlesex, Elgin Middlesex and Middlesex communities

Area serviced: New Westminster, BC

As a Strategic 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 areas: Disability; Life; Critical Medical
Onset; Travel; and those Hard to Insure. The professional perspective applied to each client's situation is as an Analyst, with a very visual explanation.

Ian
Callaway is a recipient of The National Association of Health Underwriters’ “Contribution
to Understanding Disability Insurance Claims” Award.

Besides having spoken before every major national and international Disability Insurance forum, Ian has conducted Provincial, State,
and Nationally certified Continuing Education courses for Financial Planners
and Insurance Brokers in both Canada and the
United States.

In
the Non-Insurance field, Ian
has been the Team Manager for
High-Performance Amateur Ice Hockey Clubs having won two International
Tournaments. Ian has also published an extensive number of articles revolving
around governing Condominium life in British Columbia.

Area serviced: Toronto, ON

TD Private Wealth Advisor-Triage client's financial needs and goals.

FCSI,CIWM,CIM

Area serviced: Toronto, ON