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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
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
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
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
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
Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 
We believe that grief is hard enough. We are dedicated… Read more »
Area serviced: Saskatoon, SK

Jaryll has many years of experience in the corporate environment, finding her lifetime career as a Senior Family Service Advisor in the Funeral Services with Dignity Memorial.  As the Senior Family Service Advisor, she has been able to inform… Read more »
Area serviced: Calgary, AB; Edmonton, AB; Airdrie, AB; Cochrane, AB; Okotoks, AB
403 605 0572
I have my CFP and CLU designations with 35 years in the financial planning industry as Senior Advisor working with team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)
Investment management & services are sold… Read more »
Area serviced: St. John's, LB
709 579 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
In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian… Read more »
Area serviced: Guelph, ON