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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
Cadence is an integrated, end-to-end solution that streamlines both the estate planning and settlement processes. Businesses that use Cadence can support their bereaved clientele without adding extra work to their plate, and individuals that use Cadence… Read more »
Area serviced: Saskatoon, SK
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
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: St. Thomas, ON
My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and… Read more »
Area serviced: London, ON; Woodstock, ON; Oshawa, ON; Barrie, ON; Windsor, ON
Area serviced: London, ON
866.607.1502 Ex 204
Stemming from our deep rooted values of community, trust, knowledge and exceptional service, C.R. Smith Financial Services  provides it’s clients, their families and their businesses with peace of mind by effectively managing all their insurance… Read more »
Area serviced: St. Catharines, ON
Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.
Knowing clients have unique needs at this… Read more »
Area serviced: Brantford, ON

Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in… Read more »
Area serviced: Kingston, ON