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Guelph, ON Contact

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; Lindsay, ON

15197667871

Ben Eby, CEA
Senior Financial Advisor, MBA, CPA, CMA, CIM, CFP, CLU, CHS, CEA

Waterloo (Region), ON Contact

Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.

Our… Read more »

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Hamilton, ON; Guelph, ON; Brampton, ON; Stratford, ON; Collingwood, ON; Owen Sound, ON; Woolwich, ON; Kitchener, ON; Cambridge, ON

(519) 725-2006

Patrick Eckert CFP, FCSI, FMA, CEA
Financial Advisor

Mississauga, ON Contact

Area serviced: Mississauga, ON; Oakville, ON

9058141270

David Edey, CEA
Financial Advisor

Montreal, QC Contact

He is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He is the best-selling author of The Executor Help: How to Settle an Estate. He also hosts the podcast of the same name.

For… Read more »

Area serviced: Montreal, QC; Addison, ON

5149833676

Cory Edwards, CEA
Branch Manager

Waterloo, ON Contact

Area serviced: Waterloo, ON

5198867882

Douglas Edwards, CEA
President

Kitchener, ON Contact

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON

519-496-8255

Elan Ehresman, CEA
president

Richmound, SK Contact

I'm working on opening a new business. My goal is to support people working through the numerous tasks required to have affairs in order in case of incapacity or death.
I'm still trying to find a name for my company and working on marketing. Educating… Read more »

Area serviced: Richmound, SK

306-679-7717

Dianne Eicher, CEA
CLU, CFP, RHU, EPC

Stratford, ON Contact

Area serviced: Stratford, ON

519 271 4811

Todd Ellis, CEA
President

Halifax, NS Contact

I have been working in the financial services industry since 1991 and I am the founder of National Wealth Management. My broad and diverse background in the industry has allowed me to enjoy a rewarding career while working on financial planning situations… Read more »

Area serviced: Halifax, NS

(902) 429-2696

Lindsay Ellott, CEA
Registered Products and Estate Administrator

Sudbury, ON Contact

Area serviced: Sudbury, ON

705-682-0641 ext. 4235

Stephanie Emerson, CEA
Financial Account Manager

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204.949.5874

Kevin P. Empey, CEA
P.Eng., CFP, EPC, CEA

Ottawa, ON Contact

Kevin P. Empey is an independent Certified Financial Planner ® with Investment Planning Counsel. He has been helping individuals, families, and business owners achieve their financial goals since 1999. Kevin undertakes a thorough and specialized approach… Read more »

Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Ottawa-Carleton, ON; Brockville, ON; Gananoque, ON; Cornwall, ON; Gloucester, ON; Osgoode, ON; Smiths Falls, ON

6132585300

Gilman Ennis CFP CLU CHFC CEA, CEA
Advisor

Regina, SK Contact

Area serviced: Regina, SK; Weyburn, SK

306-789-3744

Dale Ens, CEA
President

Calgary, AB Contact

Area serviced: Calgary, AB

4032400514

Jonathan Evans, CEA
Wealth Management Strategist

Abbotsford, BC Contact

Area serviced: Abbotsford, BC; Chilliwack, BC; Mission, BC; Surrey, BC; Vancouver, BC; Langley, BC

888-688-9992

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Hamilton, ON; Guelph, ON; Brampton, ON; Stratford, ON; Collingwood, ON; Owen Sound, ON; Woolwich, ON; Kitchener, ON; Cambridge, ON

Our clients appreciate a long-term relationship based on trust, integrity and results. We offer informed advice and work to simplify the administrative burden involved in managing finances effectively. If you would welcome more clarity than you currently have, we would be pleased to meet you.

Area serviced: Mississauga, ON; Oakville, ON

We assist a limited number of Families who value advice with tax efficient cash flow planning to ease the burden on their money. We begin with My Priorities assessment, risk tolerance assessment, proceed with projections and then implement reasoned investment/insurance/legacy recommendations to meet their ever changing needs. Our primary focus is on simplicity AND developing genuine relationships that add value to their lives and ours.

Area serviced: Montreal, QC; Addison, ON

He is a Certified Executor
Advisor (CEA) who has
worked in the financial
planning industry in
Montreal for more than 35
years.
He is the best-selling author of The
Executor Help: How to
Settle an Estate. He also
hosts the podcast of the
same name.

For more information go to: David Edey.com

Area serviced: Waterloo, ON

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON

Area serviced: Richmound, SK

I'm working on opening a new business. My goal is to support people working through the numerous tasks required to have affairs in order in case of incapacity or death.

I'm still trying to find a name for my company and working on marketing. Educating myself is key as well.

Area serviced: Stratford, ON

Area serviced: Halifax, NS

I strongly believe that for financial planning strategies to be truly effective, a very strong relationship must exist between advisor and client, with a high level of trust on both sides. I believe that the advisor must understand the client’s goals on a deep level, share in ideas, and then through consultation with them, create solutions that will ultimately allow them to help reach their desired financial destination. I have, along with my team, experienced tremendous success, benefiting immensely from sharing best practices and supporting each other both personally and professionally.

I was born and raised in Dartmouth where I still live with my wife Elena. I am the proud father of four wonderful children. I am passionate about the outdoors, spending much of my free time traveling, sailing, and hiking with my family throughout the world. I am passionate about the arts and building a bright future for my community.

I have made it a goal of National Wealth Management to donate a minimum of one percent of average pre-tax profits to non-profit, charitable, and community organizations each year. As well, I am focused on drawing on my considerable experience and diverse background to consult with and help socially and environmentally-conscious businesses succeed.

Area serviced: Sudbury, ON

Area serviced: Winnipeg, MB

Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Ottawa-Carleton, ON; Brockville, ON; Gananoque, ON; Cornwall, ON; Gloucester, ON; Osgoode, ON; Smiths Falls, ON

Prior to joining Investment Planning Counsel, Kevin was a Professional Civil Engineer in Ottawa, Ontario. He has integrated the same precision, problem-solving, and analytical attributes into his financial planning practice.

Kevin continues to commit himself to maintaining long-term client relationships to help each client reach their financial goals.

Area serviced: Regina, SK; Weyburn, SK

Gil is married and has three children with his wife
Carol. He grew up on a family farm at Glenavon, Saskatchewan. The agricultural roots and strong family
influences dominate the value Gil brings to the succession and retirement
planning he specializes in for farming clients and small business owners
throughout the province. Being a CEA (Certified Executor Advisor) enhances
value for those families.

Gil gained his CLU (Chartered Life Underwriter) (1994),
CHFC (Chartered Financial Consultant) (1995) degrees from University of Toronto
and CFP (Certified Financial Planner) designation (1996) from the Financial
Planners Standards Council. The Canadian Securities Course was passed in 1995.
Gil is a Notary Public since 1998. Education and the pursuit of excellence in
financial planning for his clients is a hallmark of Gil’s career.

Outside of work Gil loves to travel, golfing, hiking,
making wine and visiting with family and friends. He has and continues
volunteer activities with Knights of Columbus, Lions Club – past board member
and officer of both, Regina Optimist Dolphins Swim Club - past board member and
officer and with Canadian Association of Farm Advisors (CAFA).

Gil is dedicated to the premise, “We improve people’s
quality of life by simplifying their financial affairs!” He says the following
about his every day work with his clients, “I have great relationships with my
clients. Wealth is not a measure of just assets; to me it is a measure of
well being. I continue to help people wherever I can, using the tools and
talents I have at my disposal.”

Area serviced: Calgary, AB

Area serviced: Abbotsford, BC; Chilliwack, BC; Mission, BC; Surrey, BC; Vancouver, BC; Langley, BC

As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern the best options available for each unique client situation by applying my 10+ years of experience in estate design, risk management, tax efficiency, and government benefits.