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Letitia began her career in the financial industry working as a part-time student in 1998.  Over the years she has filled many roles in the industry, and has obtained an MBA at McMaster University.  She loves engaging students while teaching select… Read more »
Area serviced: Ancaster, ON
Area serviced: Flamborough, ON
The Follows Group offers a comprehensive wealth advisory approach to helping you manage your investments that is similar to an investment counsellor yet backed by a prominent financial services firm.We take the time to truly understand all aspects of… Read more »
Area serviced: Oshawa, ON
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
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
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
We help seniors and their families dealing with later life transitions.  We also support Estate Trustees. Read more »
Area serviced: Toronto, ON