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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
Parker A. Chow is a partner at the law firm of Chow McLeod in Moose Jaw, Saskatchewan.  Parker obtained his Bachelor of Commerce (with distinction) from the University of Saskatchewan in 2019, immediately continuing onto the College of Law and receiving… Read more »
Area serviced: Moose Jaw, SK; Regina, SK
3066937536
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
As a financial planning advisor, I help you prepare for and guide you through the financial implications of your key moments in life.

To me, financial planning is not a story of numbers, it's a number of unique stories as lived by my clients; it's… Read more »
Area serviced: Toronto, ON
4164939859
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
·  Dan has over 30 years of experience in the financial services industry
·  he is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures
·  he is… Read more »
Area serviced: Toronto, ON
4165434070
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
613-484-7910
Advocating for women and family and small businesses, Kathy has helped to start, grow, expand and plan for succession with businesses to ensure their longevity. She has owned and operated her own businesses, both independent and franchises.

She holds… Read more »
Area serviced: St. Thomas, ON; Brantford, ON; Cambridge, ON; Chatham-Kent, ON; Grand Bend, ON; Iona Station, ON; Elgin, ON; Kitchener, ON; Komoka, ON; London, ON; Mississauga, ON; Burlington, ON; PORT STANLEY, ON; Sarnia, ON; Windsor, ON
5196314551
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
250-794-3768
250-787-0361
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