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I have over 30 years experience in the financial services industry helping my clients through all stages of their lives. I have handled many estates in various sizes and am a partner in a company known as EASIhelp - Estate Administration Services and… Read more »
Area serviced: Parry Sound, ON
35 years experience as a Financial Advisor and Portfolio Manager.Part of a multi-discipline Team with a Focus on Wealth development, growth and Estate Planning Read more »
Area serviced: Toronto, ON
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
519 880 9883
Since 1993 I have been in the Financial industry as an Financial Planner / Insurance advisor  and for the last 15 years as a wholesaler for the leading Insurance Companies in Canada. I'm at Equitable Life of Canada in the position as the Regional… Read more »
Area serviced: Calgary, AB
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs.  Services include document organization, bill payment with statement reconciliation, acting as Power of Attorney or Trustee… Read more »
Area serviced: Calgary, AB; Winnipeg, MB
I work as a Senior Financial Planner at TD Wealth.  I help client setting and achieving their retirement goals.  I hold my Certified Financial Planner (CFP), CIM, FCSI.  I am also a Certified Retirement Specialist and LLQP life insurance licensed. … Read more »
Area serviced: Markham, ON
Making the right movesWhether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having… Read more »
Area serviced: Markham, ON; Toronto, ON
Area serviced: North Vancouver, BC; Vancouver, BC; Surrey, BC; Richmond, BC; Langley, BC; Coquitlam, BC
604 980-6661
Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex… Read more »
Area serviced: Ottawa, ON
613-209-0120 x2
As a professional Financial Adviser, I will provide you with expert advice and solutions to meet your financial planning and Banking needs.  I have been in the financial services industry since 1985 and my qualifications include the Registered Retirement… Read more »
Area serviced: Kitchener, ON
519-744-4151 ext 349
I am a partner in an accounting firm,  I focus on the following areas of practice:Reviews and compilations Corporate return filing Controllership and Advising various levels of managementTax PlanningNavigation of complex tax regulations & assist with… Read more »
Area serviced: Vaughan, ON