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Mebs Dhalla, CEA
Financial Advisor

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

416-490-9800

Marie Chantal Diaz, CEA
advisor

Kelowna, BC Contact

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

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 Administrator

Brandon, MB Contact

Area serviced: Brandon, MB

2047244555

Diane Dickson-Kailan, CEA
Investment Consultant

Whitby, ON Contact

Area serviced: Whitby, ON

905-706-0624

Tanya DiNicolantonio, CEA
Sales Representative

Hamilton, ON Contact

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

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

Financial BistroThe Financial Bistro is a combination of two passions. Helping people with their financial affairs in easy-to-understand terms in an environment that is very much warm and inviting.Whether it is a breakfast meeting, lunch appointment… Read more »

Area serviced: Sudbury, ON

705-673 -1777

Lisa Dominguez, CEA
CERTIFIED FINANCIAL PLANNER®

Leamington, ON Contact

Area serviced: Leamington, ON

5193220245

Kamla Doodnauth, CEA
Estate & Trust Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

647-328-1275

Kevin Andrew Dopko, CEA
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
Owner

Ottawa, ON Contact

Doreen Doré
CEA, FICB, FMA, CFP (Retired)
- Certified Executor Advisor
- Certified Financial Planner – Retired
- Fellow of the Institute for Canadian Bankers
- Financial Management Advisor
- Income Tax Specialist –… Read more »

Area serviced: Ottawa, ON

6138510490

DIANA DOWHALUK, CEA
SENIOR VICE PRESIDENT, INVESTMENT ADVISOR

Toronto, ON Contact

Diana has 25 years experience as an dedicated and thoughtful advisor to her clients with a focus on estate planning and tax efficient strategies.
Having personally experienced some of life's most challenging situations, she appreciates what is involved… Read more »

Area serviced: Toronto, ON

416-512-3656

Area serviced: Kelowna, BC

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: Hamilton, ON; Ancaster, ON; Dundas, ON; Burlington, ON; Grimsby, ON; Niagara, ON

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 to sell estate property, I have seen the unique pressures they are under to perform their legal duties while managing the feelings and family ties involved in dealing with major life changes. As a realtor, I bring my knowledge of the market and understanding of the process to assist in liquidating an estate's largest asset, while keeping the stress to a minimum by offering extra support in whatever way I can. I am happy to share my trusted connections to like-minded professionals who offer their services with compassion and the needed expertise.

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

Financial Bistro

The Financial Bistro is a combination of two passions. Helping people with their financial affairs in easy-to-understand terms in an environment that is very much warm and inviting.

Whether it is a breakfast meeting, lunch appointment or afternoon tea, there will always be something cooking. The aim of which is to create a relaxing atmosphere while we work together to help achieve your financial wellbeing.

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: 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 MFA-P EPC

Vice-President, Private Wealth Management

Area serviced: Ottawa, ON

Doreen Doré

CEA, FICB, FMA, CFP (Retired)

- Certified
Executor Advisor

- Certified
Financial Planner – Retired

- Fellow of
the Institute for Canadian Bankers

- Financial
Management Advisor

- Income Tax Specialist – Personal, Small Business, Estates

- Career-Banker,
Financial Planner with 25+ years
of Financial Expertise

Area serviced: Toronto, ON

Diana has 25 years experience as an dedicated and thoughtful advisor to her clients with a focus on estate planning and tax efficient strategies.

Having personally experienced some of life's most challenging situations, she appreciates what is involved in helping her clients feel safe and secure.

Diana has her Level 11 Life Insurance License and CSC.