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Glen Dawson, CEA
Senior Private Banker

Calgary, AB Contact

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Area serviced: Calgary, AB

403-503-4422

Armand de Kemp, CEA
Chief Financial Officer

Toronto, ON Contact

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Area serviced: Toronto, ON

4165679254

Gustavo de la Fuente, CEA
MR.

Kanata, ON Contact

Area serviced: Kanata, ON; Ottawa, ON; Manotick, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON

6132718232

Dan Dean, CEA
Mr

Edmonton, AB Contact

Area serviced: Edmonton, AB

7804877903

Karen Debergh, CEA
CFP CEA

Chatham-Kent, ON Contact

Area serviced: Chatham-Kent, ON

5196278793

Rina DeCecco, CEA
Financial Planning Assistant

Lethbridge, AB Contact

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Area serviced: Lethbridge, AB

4035630900

Lorea DeClercq, CEA
Financial Planner & Elder Planning Counsellor

Vancouver, BC Contact

Area serviced: Vancouver, BC; Calgary, AB

604-685-1938 x 245

Debbie Deering, CEA
Senior Managing Partner

North Bay, ON Contact

I am the Senior Managing Partner of Relevant Life Financial Group. EPC CPCA and currently studing for my CFP
I have been a financial advisor and Branch Manager with Freedom 55 Financial for 26 year. I started my own firm in 2015.
We… Read more »

Area serviced: North Bay, ON

7054991983

Angela Dees, CEA
Legacy Investment Specialist & Coach

London, ON Contact

Area serviced: London, ON; Serving most cities in Ontario, ON

5196396150

Leony deGraaf Hastings, CEA
Certified Financial Planner

Burlington, ON Waterdown, ON Contact

Area serviced: Burlington, ON; Waterdown, ON

905-632-9900
905-690-5041

Becky Deighton, CEA
Financial Advisor

Goderich, ON Contact

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Area serviced: Goderich, ON

2264580105

Sara Dekeyser, CEA
Manager

Tillsonburg, ON Contact

Area serviced: Tillsonburg, ON

5198424246

Valerie Del Brocco, CEA
Real Estate Broker

Toronto, ON Contact

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

416-414-8499

Claire Del Net, CEA
Chief Operating Officer

Toronto, ON Contact

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

416-815-2280

Marie DeLauretis, CEA
Financial Planner

Calgary, AB Contact

Area serviced: Calgary, AB

403-670-8849

Area serviced: Toronto, ON

CFO of a large Ontario pension Plan. I am a CPA,CA and also a CFP, in support of the strategies for service at the pension plan.

Area serviced: Kanata, ON; Ottawa, ON; Manotick, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON

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 Round Table. Gus helps families and business owners with their cash/flow, retirement, insurance, and estate planning needs by ensuring his clients' understand their own unique situations.

Area serviced: Edmonton, AB

Area serviced: Chatham-Kent, ON

Area serviced: Lethbridge, AB

With over 20 years of experience in the financial sector and currently serving as a Financial Planning Assistant. My goal is to provide practical guidance and support for clients managing their
finances or handling executor responsibilities.

Area serviced: Vancouver, BC; Calgary, AB

Area serviced: North Bay, ON

I am the Senior Managing Partner of Relevant Life Financial Group. EPC CPCA and currently studing for my CFP

I have been a financial advisor and Branch Manager with Freedom 55 Financial for 26 year. I started my own firm in 2015.

We provide full financial planning and products to our clients. We have offices in North Bay Sudbury, Sault Ste Marie and Kingston Ontario.

I have 11 advisor and 6 admin staff members that work and service our over 5200 clients through out Ontario.

Area serviced: London, ON; Serving most cities in Ontario, ON

Angela specializes in uncovering and securing capital donations for charities, churches, and organizations across Ontario. By leveraging a proven system, she helps benefactors redirect funds otherwise allocated to taxes into meaningful legacy giving. This strategy not only creates significant and unexpected contributions for cherished organizations but also establishes a lasting impact for both the donor and their community.

Using existing government provisions and a diverse range of renowned
fund options, Angela designs exciting legacy plans that sustain impactful programs and secure the future of vital organizations. Through workshops, personalized consultations, and tailored financial solutions, she partners with leaders to develop sustainable strategies that foster generosity, simplify administrative processes, and maximize long-term benefits.

Angela’s approach ensures that benefactors can also leave
increased legacy for their own families which supports the donation. This essential
aspect is key to successful realization of any legacy strategy! Her teams commitment to gentleness, peace of mind and clarity engages
your community with care, confidentially honouring donor intentions and equipping organizations to keep their mission alive into a thriving future.

Area serviced: Burlington, ON; Waterdown, 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 retirement decisions. She focuses on the
common and unique concerns of retirees such as protecting their savings and tax
efficient income for life and believes a holistic approach to planning is
essential for success. Leony has extensive experience assisting Executors, Estate Planning and as an Executrix herself.

Léony was ranked #2 on Canada’s Top 50 Adviser list in 2014 and
as a Woman of Influence in Wealth Management in 2015 and 2017.

Area serviced: Goderich, ON

Located in Goderich, I work with my clients to help them achieve their financial goals. I found the the majority of people need the most help with dealing with estates and who to talk to and what direction to go. I am here to help and guide them.

Area serviced: Tillsonburg, 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 completed my Certification in Wills and Estates through Osgoode Law.

I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home) as well as assist and support our Mature People to Assisted Living, long term care etc. I am Designated as a Senior Real Estate Specialist and am considered as an Estate Expert.

I look forward to helping You and Yours.

Area serviced: Toronto, ON

We advise high-net-worth individuals, affluent families and successful
entrepreneurs on life insurance and related financial matters.

Area serviced: Calgary, AB