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We are the preeminent Financial Planning Firm in Canada.Life is rich.Your financial plan should be, too.We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.Kevin Andrew Dopko MBA CFP ACC… Read more »
Area serviced: Wilmot, ON
+19053340943
Pat is a wealth advisor helping to create and sustain strategies for financial freedom.Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in… Read more »
Area serviced: Ottawa, ON
613-291-4747
Are you wondering what it is you can do to organize your Estate ahead of time? Well you are not alone.  I have assisted thousands of people with organizing their important papers ahead of time.  I can help you calm the chaos, identify gaps… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Milton, ON
905-717-9197
Area serviced: Saskatoon, SK
3067170087
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me… Read more »
Area serviced: Sudbury, ON; Espanola, ON; Manitoulin Island, ON
7055662961
With over 30 years of advising clients on financial matters including insurance and investments and focusing on a holistic approach to individual/ family changing needs and solutions at every stage of life. Read more »
Area serviced: Fergus, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Caledon, ON
519-843-2056
As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is… Read more »
Area serviced: Flamborough, ON; Port Dover, ON
9056903667
9055180597
Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.Our… Read more »
Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Hamilton, ON; Guelph, ON; Brampton, ON; Stratford, ON; Collingwood, ON; Owen Sound, ON; Woolwich, ON; Kitchener, ON; Cambridge, ON
(519) 725-2006
I continue to earn my client's trust through professional, competent and consistent personalized financial planning. As a Certified Financial Planning professional (CFP) and Chartered Life Underwriter(CLU), I bring a great deal of value to the client… Read more »
Area serviced: Surrey, BC; Addison, ON; Airdrie, AB
778-291-2800