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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
Author, Speaker as well as Fellow of CSI, Guy Daigneault has been an entrepreneur for over 25 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager for more than 14 years now. Our team uses a personal approach… Read more »
Area serviced: Montreal, QC
I am a Wealth Advisor with TD Private Wealth Mnagement working in the high net worth market. I want to help my clients in the area of estate planning and feel this course will help me gain knowledge in the critical area. Read more »
Area serviced: London, ON
Area serviced: Niverville, MB
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; Brockville, ON; Manotick, ON; Kingston, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON