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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
With about 15 years of experience in the financial industry; I became an advisor in 2011. Prior to that I've worked within Sunlife Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care, etc.As an advisor,… Read more »
Area serviced: Kitchener, ON
519-744-7325 ext.2213
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
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
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
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
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
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
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
With over 30 years of advising clients on financial matters including insurance and investments and focusing on a holistic approach to individual/ family changing needs and solutions at every stage of life. Read more »
Area serviced: Fergus, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Caledon, ON
As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is… Read more »
Area serviced: Flamborough, ON; Port Dover, ON