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I have my CFP and CLU designations with over 35 years in the financial planning industry as Senior Advisor. I work with a team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)
Investment management and services are… Read more »
Area serviced: St. John's, NL
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; Lindsay, ON
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
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… Read more »
Area serviced: Mississauga, ON; Oakville, 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… Read more »
Area serviced: Montreal, QC; Addison, ON
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON
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

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
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
I work with business owners, health care professionals, retirees, as well as established families seeking professional guidance transferring wealth to the next generation. I specialize in wealth strategies, business owner considerations, business owner… Read more »
Area serviced: Campbell River, BC