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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
519-994-0303

I was born and raised in Ontario. I attended school at Dalhousie University in Halifax where I obtained a Bachelor of Arts (Major) in History in 2009. I returned to Ontario and obtained a Bachelor of Arts (Honours) in Political Science from Brock University… Read more »
Area serviced: Surrey, BC; White Rock, BC; Langley, BC; Delta, Vancouver, BC; Abbotsford, BC; New Westminster, BC; Richmond, BC; Burnaby, BC; Chilliwack, BC; Vancouver, BC; Coquitlam, BC; Maple Ridge, BC; Port Coquitlam, BC; Mission, BC
604-574-7431
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
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
Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada marion.dewey@rbc.com
Estate and Trust Advisor working with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.
Sensitive… Read more »
Area serviced: Halifax, NS; Fredericton, NB; St. John's, LB; Charlottetown, PE
902-580-3229
Over 15 years of experience as a RBC employee including extensive background in management coupled with over 8 dedicated years to the estate and trust industry, I have honed my skills in dealing with the complexities of estate settlement — not only… Read more »
Area serviced: Kitchener, ON; Hamilton, ON
905-902-6457
Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.
Licensed Investment Fund and Insurance within the Province of Ontario.
Certified Registered Retirement Consultant
Certified Executor… Read more »
Area serviced: Callander, ON
705-493-1083
Gregory Dobson is a Certified Financial Planner at Retirement Navigator.  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 planning industry… Read more »
Area serviced: Burlington, ON; Etobicoke, ON
9053350045
Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we… Read more »
Area serviced: Burlington, ON; Oakville, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Halton Hills, ON; Metro Toronto, ON; Milton, ON; Mississauga, ON
19056309728