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I have been working in the financial services industry since 2010. I started in retail banking and over time, my passion developed towards individual advice and planning.
Coming from a major Canadian bank, I have a vast knowledge of all aspects of… Read more »
Area serviced: Guelph, ON; Fergus, ON
519-994-0303

I was born and raised in Ontario. I attended school at Dalhousie University in Halifax where I obtained a Bachelor of Arts (Major) in History in 2009. I returned to Ontario and obtained a Bachelor of Arts (Honours) in Political Science from Brock University… Read more »
Area serviced: Surrey, BC; West Vancouver, BC; North Vancouver, BC; Vancouver, BC; Burnaby, BC; New Westminster, BC; Coquitlam, BC; Port Coquitlam, BC; Port Moody, BC; Maple Ridge, BC; Mission, BC; Richmond, BC; Delta, BC; White Rock, BC; Langley, BC; Abbotsford, BC; Chilliwack, BC; Aldergrove, BC
604-574-7431
Steve, is experienced Insurance Agent, is deeply committed to serving individuals and families by ensuring they have the right insurance plans. With a focus on personalized guidance, I have the  expertise to helps clients find tailored solutions.  Additionally,… Read more »
Area serviced: Grande Prairie, AB; Hinton, AB; Peace River, AB; High River, AB
7802966200
Daniel Dessureault joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is responsible for the provision of value-added services and leading edge insurance solutions to financial advisors working in the business owner, family enterprise… Read more »
Area serviced: Toronto, ON; Burlington, ON; Oakville, ON
437-999-3902
I have been a financial advisor with Edward Jones for the last 7 years , prior to that independent . I love my work and helping others reach their financial goals. I have a holistic approach to my business , and I am grateful to receive referrals as… Read more »
Area serviced: Kelowna, BC
2507647088
Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.
Licensed Investment Fund and Insurance within the Province of Ontario.
Certified Registered Retirement Consultant
Certified Executor… Read more »
Area serviced: Callander, ON
705-493-1083
Tanya DiNicolantonio, Realtor - Remax Escarpment
The job of an executor is a heavy one. This is especially true when you're handling the affairs for your own parents and dealing with all the emotions that come with the process.
Having worked with executors… Read more »
Area serviced: Hamilton, ON; Ancaster, ON; Dundas, ON; Burlington, ON; Grimsby, ON; Niagara, ON
905-573-1188
BA, Mutual Funds Representative, Senior Advisor 
It is my passion to help my members achieve their future aspirations with a plan tailored to their specific needs for each step of life's journey. 
SASCU is a community based financial institution… Read more »
Area serviced: Sicamous, BC; Salmon Arm, BC
2508333211
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 industry… Read more »
Area serviced: Burlington, ON; Etobicoke, ON
9053350045
I am a licensed financial advisor who owns a boutique firm with my business partner.  We are an all female office who help our clients reach their financial goals.
We do full financial planning as well, we are mutual fund and life licensed advisors.
We… Read more »
Area serviced: Prince Albert, SK
1306960193