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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

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
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
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
Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada
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
With about 18 years of experience in the financial industry; I became an advisor in 2011. Prior to my current role, I was an employee of  Sun Life Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care,… Read more »
Area serviced: Boischatel, QC
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
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
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and  estate planning. 

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Area serviced: Kingston, ON; Brockville, ON