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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… Read more »
Area serviced: Abbotsford, BC; Chilliwack, BC; Mission, BC; Surrey, BC; Vancouver, BC; Langley, BC
My experience the past 24 years in the financial and wealth management profession, have been spent in the private accounting profession, as well as an investment advisor, a commercial banker, then as a private banker and currently occupy a position… Read more »
Area serviced: Vaughan, ON
I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:

Financial Planning, Wealth Management, Retirement Planning, Risk Management, Tax Planning, Estate Planning,
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Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Oakville, ON; Brampton, ON
My purpose and my passion is to provide you with world class service that conceptualizes your dream of financial freedom and illustrates how to make your dream a reality. My focus is to make a difference in the work I do to help you get there.

I've… Read more »
Area serviced: Pitt Meadows, BC; Maple Ridge, BC; Langley, BC

I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management… Read more »
Area serviced: Toronto, ON; Etobicoke, ON; Mississauga, ON; Oakville, ON; Richmond Hill, ON; Markham, ON; North York, ON
Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.
Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is… Read more »
Area serviced: Surrey, BC

I am a Certified Financial Planner and a licensed insurance broker. I've been serving clients' needs since 2017 using innovative financial planning tools.u-ONE Wealth Management lives to its attitude in serving our client's interest first.  The sustainability… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Burnaby, BC; Amherst, NS; Mississauga, ON
Area serviced: Peterborough, ON