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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
706-674-4551
Based in Leamington, Lisa’s experience at TD Canada Trust and as a retail store owner for much of her professional life before joining MBI Financial in 2012 adds a valuable asset to her client perspective. Herself an avid investor of mutual funds for… Read more »
Area serviced: Leamington, ON
5193220245
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
4034648533
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… Read more »
Area serviced: Wilmot, ON
+19053340943
Diana is a dedicated and thoughtful leader of her wealth management practice. A a Senior Vice President and Investment Advisor, Diana focuses on the needs of her clients and her clients count on her for sound investment, financial and estate planning… Read more »
Area serviced: Toronto, ON
416-512-3656
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… 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… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Milton, ON
905-717-9197
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 
We have a team of Certified Executor Advisors available to support you through the complex administrative… Read more »
Area serviced: Saskatoon, SK
306-500-9625
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.
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Area serviced: Elora, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Caledon, ON
519-843-2056