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As a second generation lawyer at Cleveland Doan LLP practicing in the areas of estate planning, administration, and litigation, Grace spends her days helping clients solve problems - and setting them up to avoid problems in the first place! She obtained… Read more »
Area serviced: White Rock, BC; Surrey, BC; Langley, BC; Delta, BC
6045365002
As a Tax Partner, Paul Coleman, CA, CFE, FEA has over thirty years experience in public accounting, focusing upon the provision of business advisory, family facilitation and transition planning services to owner-managed enterprises and high net worth… Read more »
Area serviced: Toronto, ON

Certified Financial planner helping clients develop their retirement plan.  We focus on tax planning, investment portfolio's, pension transfers from previous employers, cash flow analysis and providing direction to help them achieve their financial… Read more »
Area serviced: Beford, NS
9024636063
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
5198809883
Ryan was born and raised in New Westminster. The 4th generation of a 110-year-old family business, Ryan entered the Funeral Director and Embalmer Apprenticeship program in 2006, becoming a licensed Funeral Director and Embalmer in 2008. Following completion… Read more »
Area serviced: New Westminster, BC
6045214881
We provide holistic wealth management to a select group of high net worth individuals.  Our unique LifeWealth approach guides our clients through all of life's stages.  We have combined experience of over fifty years, this knowledge allows us to guide… Read more »
Area serviced: Mississauga, ON
905-615-5673
Hi, thank you for your interest.  I am the owner of Pivotal Aging Innovations Inc and Lifestyle55+Network Inc - providers of the www.SeniorCareAccess.com portal.  We develop training programs for many types of service providers servicing older adults… Read more »
Area serviced: Niagara-on-the-Lake, ON; Mississauga, ON
9053997285
Helping clients navigate issues related to selling an estate property and doing their insurance and estate planning gives me great joy.I have 35 years of real estate, investment,  insurance and estate planning experience. I  have a degree in Urban… Read more »
Area serviced: Richmond Hill, ON; Vaughan, ON; Toronto, ON; Aurora, ON; Markham, ON; Newmarket, ON; Ajax, ON; Oshawa, ON; Etobicoke, ON; Metro Toronto, ON; Mississauga, ON; Stouffville, ON; Pickering, ON; North York, ON; Whitby, ON; Thornhill, ON
416-993-2532

Author, Speaker as well as Fellow of CSI, Guy Daigneault has been an entrepreneur for over 25 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager for more than 14 years now. Our team uses a personal approach… Read more »
Area serviced: Montreal, QC
514-871-4349
ERAssure® Estate Risk Protection Plan Inc Scot Dalton is a 30 year veteran of the property casualty insurance industry. With senior executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing… Read more »
Area serviced: Kitchener, ON
855-636-3777
Senior Tax practitioner serving wide section of communities since 1990. Specializing in Individual, Estate and Corporate taxes. Versatile experience in dealing with all issue with CRA Read more »
Area serviced: Mississauga, ON; Toronto, ON
647-221-0922