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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, 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
9056903667
9055180597
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
519.823.1297
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
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
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON
519-496-8255
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

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
6132585300
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… Read more »
Area serviced: Regina, SK; Weyburn, SK
306-789-3744