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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
Jen Denys, is the Aftercare Specialist at Haskett Funeral Homes, a program she helped launch in 2016.  Bringing her expertise as a facilitator and business professional, Jen is a compassionate, supportive and conscientious guide as she assists families… Read more »
Area serviced: Exeter, ON
5192351220
I have been working for TCU Financial Group since 2015 and hold the position of Estate Specialist. I work with our members and their families to ensure their estate plans are in order and provide assistance and advice to the families working to administer… Read more »
Area serviced: Saskatoon, SK
306-651-6526
Daniel Dessureault joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is responsible for the provision of value-added services and leading edge insurance solutions to financial advisors working in the business owner, family enterprise… Read more »
Area serviced: Toronto, ON; Burlington, ON; Oakville, ON
437-999-3902
I enjoy working with my clients to help build and secure their financial futures.  Together we decide what's important and develop strategies to  achieve realistic goals. The world is ever changing and education is what helps… Read more »
Area serviced: Waterloo, ON
519-498-8326
Gregory Dobson is a Certified Financial Planner at Emeritus Financial Strategies.  Gregory began his career working for Canada Revenue Agency, which has provided him with extensive knowledge of the Income Tax Act. Gregory has been in the financial… Read more »
Area serviced: Burlington, ON; Etobicoke, ON
9053350045
Retirement & Beyond You are about to retire or have retired, now what? Protecting your estate from unnecessary taxes and fees is what we do. We ensure your Legacy will be what you actually intended without surprises. We put the pieces together in the… Read more »
Area serviced: Sudbury, ON
706-674-4551
I have over 30 years experience in Accounting and Financial Analyst.  For the past few years I have been working with small business owners setting up their companies, doing both personal and corporate taxes and being a resource for them as they run… Read more »
Area serviced: Calgary, AB
4034648533
We are the preeminent Financial Planning Firm in Canada.Life is rich.Your financial plan should be, too.We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.Kevin Andrew Dopko MBA CFP FCSI… Read more »
Area serviced: Wilmot, ON
+19053340943
Pat is a wealth advisor helping to create and sustain strategies for financial freedom.Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in… Read more »
Area serviced: Ottawa, ON
613-291-4747
Are you wondering what it is you can do to organize your Estate ahead of time? Well you are not alone.  I have assisted thousands of people with organizing their important papers ahead of time.  I can help you calm the chaos, identify gaps… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Milton, ON
905-717-9197