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Area serviced: Flamborough, ON
9052571970
I am a Certified Executor Advisor recently completing the CICEA curriculum and exam.  After spending 30+ years as a successful National Advertising Executive in the broadcast field of radio, I experienced a personal loss of two close family members… Read more »
Area serviced: Calgary, AB; Red Deer, AB; Edmonton, AB
403 807-8551
CFP. with 40 years in the Insurance Brokerage field.Has a unique Estate & Income Projection Software. Read more »
Area serviced: Toronto, ON
4167698842
FOR AS LONG AS I CAN REMEMBER, I HAVE ALWAYS HAD A PASSION FOR FINANCIAL MANAGEMENT.  I HAVE A NATURAL CURIOSITY FOR PROBLEM SOLVING AND I LOVE TO HELP PEOPLE ACHIEVE THEIR FINANCIAL AMBITIONS.I HAVE APPEARED ON GLOBAL NEWS AND SPOKE AT THE SCARBOROUGH… Read more »
Area serviced: Mississauga, ON
9052126570
Isabelle believes her clients should feel confident in their ability to achieve their long-term financial goals without a lot of hassle or worry.  She works with clients to identify what is important to them, crystallizes their goals and timelines and… Read more »
Area serviced: Kilworthy, ON; Gravenhurst, ON; Muskoka (Region), ON; Bracebridge, ON; Orillia, ON; Barrie, ON; Huntsville, ON; Orangeville, ON; Newmarket, ON; Woodbridge, ON; Brampton, ON; Mississauga, ON
4162682300
I have been a life insurance advisor since 1979. My designations are a CLU and a CHS. The bulk of my practice is with life, disability, and critical illness insurance. The market I serve is families and small businesses. Many of my clients are, of course… Read more »
Area serviced: Duncan, BC
250-709-1559
We help seniors and their families dealing with later life transitions.  We also support Estate Trustees. Read more »
Area serviced: Toronto, ON
4165030006
I have been serving the communities in the Golden Horseshoe and Niagara region as a trusted wealth-building professional for over 16 years.  I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution.… Read more »
Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON
9054017738