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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; Pickering, ON; Ajax, ON; Whitby, ON; Oshawa, ON; Toronto, ON
416-569-6808
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. A one-size-fits-all approach may be fine for some investors, but we believe investments should… Read more »
Area serviced: LaSalle, ON; Windsor, ON; Amherstburg, ON; Leamington, ON
519-966-5046



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
**Tzachi Chen: Your Trusted Certified Executor Advisor**
From the bustling streets of Toronto to the serene landscapes of British Columbia, I've been privileged to serve the Canadian community since 2009, diving deep into the intricate layers of financial… Read more »
Area serviced: Markham, ON; York, ON; Toronto, ON
4165666785
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
I bring more than 23 years of experience in financial planning to my role as an Estate and Trust Advisor for clients across British Columbia. My depth of experience, coupled with my professionalism and dedication to client service, serves well in dealing… Read more »
Area serviced: Vancouver, BC
6043544368
As a Licensed Funeral Director and Embalmer, my desire to serve others comes from the heart. I understand the need for care, compassion and professional conduct when serving families. In my role as a Certified Executive Advisor, I extend this same care… Read more »
Area serviced: Delta, BC; Langley, BC; Vancouver, BC; Coquitlam, BC
604-341-4109

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… Read more »
Area serviced: Red Deer, AB
403 5982228
As and advancement officer for the Vancouver Island University Foundation, my role is to work with annual, endowment, trust and planned giving donors. Previous to this role, I was a financial planner with a keen interest in estate planning, charitable… Read more »
Area serviced: Nanaimo, BC
2503272492
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
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