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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: Waterloo, ON
Area serviced: Oakville, ON; Mississauga, ON; Burlington, 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
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
I am an advisor serving primarily Nova Scotia.  I live the Halifax area and  am married with  a 16 year old son.  Since starting in the business in 1996, I've acheived the CFP, CLU, and Ch.F.C. designations.  I serve the business market, retirement… Read more »
Area serviced: Halifax, NS
As a Wealth Advisor, I help affluent clients discover and achieve what truly matters to them.  My approach is very personal, backed by experience, education and breadth in my 26 years at TD. My brand is to execute all high net worth and ultra high net… Read more »
Area serviced: Vancouver, BC
Gus began his career with Freedom 55 in 2003.  Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations.  He is a member of Advocis and the Million Dollar… Read more »
Area serviced: Kanata, ON; Ottawa, ON; Manotick, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON