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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
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
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
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
Area serviced: Brampton, ON; Mississauga, ON; Toronto, ON; Ajax, ON; Brantford, ON; Caledon, ON; Burlington, ON; Halton, ON; Metro Toronto, ON; Milton, ON; Newmarket, ON; Oakville, ON; Orangeville, ON; Richmond Hill, ON; Scarborough, ON; York, ON
I'm a partner with the firm Lifelong Financial Solutions. We offer full financial planning services specializing in insurance planning, retirement planning, and estate planning. Our goal is to help clients develop sound financial plans that enable them… Read more »
Area serviced: Manotick, ON; Ottawa-Carleton, ON; Nepean, ON; Kanata, ON; Ottawa, ON
613-692-0804 ext. 206
Area serviced: Toronto, ON; Oakville, ON; Mississauga, ON
Personal Banker Officer  Offers a variety of personal consumer banking accounts. Expert in various account and ownership options and providing the necessary counselling to meet the stated financial needs.  Familiar with all the personal banking products… Read more »
Area serviced: Victoria, BC
250-953-5440 x 2005