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Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Fergus, ON; Collingwood, ON; Grimsby, ON; Listowel, ON; Sudbury, ON; Waterloo (Region), ON; Waterloo, ON
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
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
I am Christine Connolly, Associate Advisor at Sunlife Financial.

What I do is free you of your deepest financial fears and help you find peace of mind by building a secure wall around you and your money.

I get you on track and keep you track,… Read more »
Area serviced: Kingston, ON; Ottawa, ON; Brockville, ON; Belleville, ON
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.

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Area serviced: Ottawa, ON
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
I have worked in the finance industry since 1998. I’ve been a Lender, Account and Investment Specialist and currently I work in our Operations Support Department as an Estates Specialist. My passion is helping people. I became interested in learning… Read more »
Area serviced: Fort Nelson, BC; Fort St John, BC
Sheri Copplestone, CFP, CFDS, & President of 
Confident Careplanners Inc. -  
Are you a primary Caregiver, key Decision Maker, Power of Attorney, or Executor for a loved one?  
(Or a professional providing quality services… Read more »
Area serviced: Guelph, ON; Simcoe (Region), ON; Waterloo (Region), ON; Kawartha Lakes (Region), ON; Milton, ON; Wellington (Region), ON; Burlington, ON; Muskoka (Region), ON; Oakville, ON; Fergus, ON
Area serviced: Stoney Creek, ON
Over the last 7 years I've had the privilege of being able to pursue my passion, which is helping people with their financial needs. I take great delight in building lasting relationships with clients; supporting them with their financial needs by providing… Read more »
Area serviced: Cold Lake, AB