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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

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
Area serviced: Toronto, ON; Oakville, ON; Mississauga, ON
416-722-0061
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… Read more »
Area serviced: Mississauga, ON
905-615-5673
Helping clients navigate issues related to selling an estate property and doing their own insurance and estate planning gives me great joy.I have 35 years of real estate, investment,  insurance and estate planning experience. I degree in Urban Affairs… 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
4169932532
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
Area serviced: Niverville, MB
204-392-6688
Richard Desjardine has been involved in the financial services industry since 2005 and has held the position of Vice President of Development for the Canadian Institute of Certified Executor Advisors since 2011. He has been actively involved in orchestrating… Read more »
Area serviced: Peterborough, ON; Ajax, 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
6133847511
Personal financial planner c/w investments, estate planner, personal tax prepDesignationsChartered Financial Planner, Elder Planning Counselor (EPC)  Certified Executor Advisor (CEA) Read more »
Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON
519 623 6792
Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON
519-631-4724
519-200-5664