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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
Area serviced: Edmonton, AB
Rural family life, hiking with the dog and kayaking is a lovely addition to being involved in my community and officiating weddings and funerals for local clients and friends.  
Professionally, I am licensed in Financial Planning for over… Read more »
Area serviced: St. Thomas, ON; Serving most cities in Ontario, ON

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
For the past 17 years, I have been a full time Real Estate Broker.  My business has focused on Estate Sales and includes both Residential and Commercial. 
In an effort to Provide the Best Service and the Most Timely information, I have successfully… 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; Hamilton, ON; Oshawa, ON; Barrie, ON; Muskoka (Region), ON; London, ON; Kitchener, ON; Niagara, ON; Ottawa, ON
We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance and related financial matters.

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Area serviced: Toronto, ON

I have been working in the financial services industry since 2010. I started in retail banking and over time, my passion developed towards individual advice and planning.
Coming from a major Canadian bank, I have a vast knowledge of all aspects of… Read more »
Area serviced: Guelph, ON; Fergus, ON