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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
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
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
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
Providing independent advice to help you confidently make your financial decisions.  Experienced professional advice with solutions to your investment, insurance, lending, and financial planning needs.  As a Certified Financial Planner… Read more »
Area serviced: Mississauga, ON; Milton, ON; Brampton, ON; Oakville, ON; Toronto, ON; Serving most cities in Ontario, ON
4164647760

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
I became a Sun Life Financial advisor in 2018.  Since then, I’ve had the privilege of working with many clients and their families across the greater Toronto area.  I am also a QUALIFIED ASSOCIATE FINANCIAL PLANNER™, QAFP™ professional.
My mission,… Read more »
Area serviced: Scarborough, ON
416-569-6808
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



Ivan’s mission is to empower Christians to achieve financial transformation by applying biblical wisdom through out their financial journey. Ivan’s practice will be focusing on providing relationship based expert financial planning, based… Read more »
Area serviced: Burnaby, BC
6046718733
No one plans to fail, but many fail to plan. As a Certified Financial Planning (CFP) Professional, I specialize in helping people at all walks of life plan, strategize and achieve their goals.
Feel free to contact me with any questions regarding investments,… Read more »
Area serviced: Richmond Hill, ON
905-597-7780