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Morgan Dewar, EPC, CEA
Mr.

New Liskeard, ON Contact

Area serviced: New Liskeard, ON

7056767516

Marion Dewey, CEA
Estate and Trust Advisor

Halifax, NS Halifax, NS Contact

Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada marion.dewey@rbc.com
Estate and Trust Advisor working with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.
Sensitive… Read more »

Area serviced: Halifax, NS; Fredericton, NB; St. John's, LB; Charlottetown, PE

902-580-3229

Mebs Dhalla, CEA
Financial Advisor

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

416-490-9800

Mark Dickens, CEA
Associate Consultant

Callander, ON Contact

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

Shelley Dickson, CEA
Investment Advisor

Brandon, MB Contact

Area serviced: Brandon, MB

2045713700

Diane Dickson-Kailan, CEA
Investment Consultant

Whitby, ON Contact

Area serviced: Whitby, ON

905-706-0624

Jocelyn Dishington, CEA
Senior Advisor

Sicamous, BC Salmon Arm, BC Contact

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, CEA
Financial Consultant

Burlington, ON Contact

Area serviced: Burlington, ON; Etobicoke, ON

9053350045

Allan Dolan, CEA
Investment Adviser

Burlington, ON Contact

Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we… Read more »

Area serviced: Burlington, ON; Oakville, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Halton Hills, ON; Metro Toronto, ON; Milton, ON; Mississauga, ON

19056309728

Steve Dombek, CEA
BA(Econ), CFP, CEA, RRC

Sudbury, ON Contact

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

Lisa Dominguez, CEA
CERTIFIED FINANCIAL PLANNER®

Leamington, ON Contact

Area serviced: Leamington, ON

5193220245

Sheree Donally, CEA
Owner

Calgary, AB Contact

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

Kamla Doodnauth, CEA
Estate & Trust Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

647-328-1275

Kevin Andrew Dopko, CEA
Assistant Vice-President, Private Wealth managment

Wilmot, ON Contact

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

Doreen Doré, CEA
President

Ottawa, ON Contact

Area serviced: Ottawa, ON

6138300490

Area serviced: Halifax, NS; Fredericton, NB; St. John's, LB; Charlottetown, PE

Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada marion.dewey@rbc.com

Estate and Trust Advisor working with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.

Sensitive to the difficult and sometimes overwhelming responsibilities that can face Executors.

More than 25 years of financial services industry experience. This depth of experience coupled with professionalism and dedication to client services helps me guide my clients through the complexities of estate settlement.

Area serviced: Toronto, ON

Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning.

Mebs Dhalla,CIM,FSCI,CLU,TEP

Certified Financial Planner (CFP)

Area serviced: Callander, ON

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 Advisor

Area serviced: Brandon, MB

Area serviced: Whitby, ON

Area serviced: Sicamous, BC; Salmon Arm, BC

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 serving members of all ages. We focus being our members financial partner and offer a full range of services including deposits, mortgages, investments, insurance and retirement planning.

Area serviced: Burlington, ON; Etobicoke, ON

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 for over twenty years where he developed specific estate, income tax, and financial planning skills while cultivated trusting client relationships.

Area serviced: Burlington, ON; Oakville, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Halton Hills, ON; Metro Toronto, ON; Milton, ON; Mississauga, ON

Everything works towards the success of your comprehensive Personal Financial Plan.

Area serviced: Sudbury, ON

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 form of a plan, presented in a detailed estate planning portfolio. This will make the transition of your estate to the people and charities you love, as smooth as possible.

Area serviced: Leamington, ON

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 her family’s portfolio, Lisa loves helping clients find the right investment and insurance products to protect and grow their lifestyle for now and for later. With a Bachelor of Commerce from the University of Windsor, Lisa is an Investment Funds Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker. Bilingual in French and English, Lisa is mom to two wonderfully different kids who helped her find her passion for showing families that they do have time to make sound financial decisions, and ensuring that they are able to pass wealth on to future generations. Friendly and outgoing, Lisa loves placing clients in the best investments for their needs.

Area serviced: Calgary, AB

I wish to make a difference by helping people with their accounting needs and executor advice.

Area serviced: Toronto, ON

Area serviced: Wilmot, ON

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
FCSI CIWM CIM FMA RRC CPCA CEA

Assistant
Vice-President, Private Wealth Management

Area serviced: Ottawa, ON