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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
Jeremy is a financial advisor with responsibility for client planning, which covers the full range of investment, tax, & insurance solutions. He has a special affinity for seeing Canadian families and their businesses prosper for more than one generation. He… Read more »
Area serviced: Medicine Hat, AB
403-977-1772
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
226-979-3162
I began my career in banking and accounting, and established several companies: insurance brokerages, pension and employee benefit consulting firms, as well as estate planning consulting companies.  My career has taken me to the boardroom and kitchen… Read more »
Area serviced: Halifax, NS
902- 456-9540