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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 upon biblical… Read more »
Area serviced: Burnaby, BC; Vancouver, BC
6046718733
6046856521 x 4262
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
Having recently retired after 30 years of practice as a Professional Financial Advisor , I take great pride in having been able to help many clients achieve a scure financial future. Each of us has a good story to tell and some of them may touch on your… Read more »
Area serviced: Red Deer, AB
403 5982228
We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs. Read more »
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Fergus, ON; Collingwood, ON; Grimsby, ON; Listowel, ON; Sudbury, ON; Waterloo (Region), ON; Waterloo, ON
519-569-8800
Area serviced: Regina, SK
306-525-5250
I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well… Read more »
Area serviced: Kanata, ON
613-240-2578
The topics covered over the first 2 years of our relationship include:Identify & Quantify Financial GoalAscertain Current Financial SituationReview Risk Tolerance & Time HorizonsDiscuss Balance & DiversificationCreate a Comprehensive Financial BlueprintBuild… Read more »
Area serviced: Dryden, ON
8072232600
I am  the Market Manager for TD Private Wealth Management in Greater Ontario Region.  I lead a team of Trust professionals, Private Bankers, Wealth Advisors, HNW Planners and Succession Advisors and Insurance specialists. Read more »
Area serviced: Ottawa, ON
613-782-1268
As a Certified Executor Advisor, I work with a team of specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth and financial planning.I have worked extensively in the areas of business… Read more »
Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB
403 510-6733