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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; Niagara Falls, ON; Niagara-on-the-Lake, ON; Welland, ON; Grimsby, 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
When working with a financial advisor, a strong personal relationship is key. At stake is your life savings, your personal goals and your future. You'll need to feel comfortable sharing your hopes and dreams for your family. You'll want someone who takes… Read more »
Area serviced: Simcoe, 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
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
Area serviced: Edmonton, AB