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Area serviced: Georgetown, ON
905-873-4101 ext 2270
Sylvia Carruthers , B.Sc.(O.T.), LL.B, a senior lawyer currently practising law in Alberta has been assisting clients in estate planning and administration since 1983. She practiced law in Ontario for many years so is ready to assist those with estates… Read more »
Area serviced: Priddis Greens, AB; Calgary, AB; Cochrane, AB; Okotoks, AB; Foothills County, AB
403 200 4550
A trusted Financial Planner with 30+ years of extensive Estate planning experience.  Very approachable and easy to deal with.  Completely independent with no in house product bias.
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Area serviced: London, ON
519 615 2667
I am a Certified Financial Planner (CFP®) with a background in Education (B.Ed.)  I value the relationships that I form, and I show it through honest communication and thorough results for clients.  My areas of strength allow me to synthesize… Read more »
Area serviced: Kingston, ON
613-634-3191 ext 4
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
Cadence is an integrated, end-to-end solution that streamlines both the estate planning and settlement processes. Businesses that use Cadence can support their bereaved clientele without adding extra work to their plate, and individuals that use Cadence… Read more »
Area serviced: Saskatoon, SK
Since 1993 I have been in the Financial industry as an Financial Planner / Insurance advisor  and for the last 17 years as a wholesaler for the leading Insurance Companies in Canada.

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Area serviced: Strathmore, AB; Lethbridge, AB; 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