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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 completely… Read more »
Area serviced: St. John's, LB; Paradise, LB; Mount Pearl , LB; Clarenville, LB
7092215511
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) and of course Certified Executor Advisor (CEA) designation.… Read more »
Area serviced: Calgary, AB
403-690-8622
TD Private Wealth Advisor-Triage client's financial needs and goals.FCSI,CIWM,CIM Read more »
Area serviced: Toronto, ON
416-385-7306
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
705-746-2108
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
416-526-3213
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
I have been in the Financial industry since 1993 as an Financial Planner / Insurance advisor and for the last 12 years as a wholesaler for the leading Insurance Companies in Canada. I'm at Equitable Life of Canada in the position as the Regional Investment… Read more »
Area serviced: Calgary, AB
4039731046
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 statment reconciliation, acting as Power of Attorney or Trustee… Read more »
Area serviced: Calgary, AB; Winnipeg, MB
4039782176
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
9057718306
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
416-432-9188
Area serviced: North Vancouver, BC; Vancouver, BC; Surrey, BC; Richmond, BC; Langley, BC; Coquitlam, BC
604 980-6661