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For the past 15 years, I have been a full time Real Estate Broker.  My business has focused on Estate Sales.  I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home)… 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
We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance and related financial matters. Read more »
Area serviced: Toronto, ON
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
Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning. Mebs Dhalla,CIM,FSCI,CLU,TEPCertified Financial Planner (CFP) Read more »
Area serviced: Toronto, ON
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: Waterloo, ON
519-885-4000 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
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and  estate planning.  Read more »
Area serviced: Kingston, ON; Brockville, ON
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… Read more »
Area serviced: Burlington, ON; Etobicoke, ON
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
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