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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
2266887357
Area serviced: Niverville, MB
204-392-6688
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
9024313434
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
6046543228
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
613-271-8232
CFPRFP passed in 1985adviser since 1977 Read more »
Area serviced: Richmond Hill, ON
9057311980
Area serviced: Edmonton, AB
7804877903
As an Elder Planning Counselor and Certified Financial Planner, Léony’s approach is to educate and assist retirees and seniors to simplify their season of life, by providing clients with the information, choices and tools needed to make wise… Read more »
Area serviced: Burlington, ON; Waterdown, ON
905-632-9900
905-690-5041
For the past 15 years, I have been a full time Real Estate Broker.  My business has focused on Estate Sales.  I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home)… Read more »
Area serviced: Toronto, ON; Scarborough, ON; North York, ON; Vaughan, ON; Richmond Hill, ON; Mississauga, ON; Aurora, ON; Etobicoke, ON; Newmarket, ON; Markham, ON; Oakville, ON; King City, ON
416-414-8499
We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance and related financial matters. Read more »
Area serviced: Toronto, ON
416-815-2280