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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

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; Vancouver, BC

Graduate of University of Windsor School of Law
* Member of Law Society of Ontario; 
* Certificate in Dispute resolution from Osgoode Law School
*LL.M (ADR) Osgoode Law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all… Read more »
Area serviced: Creemore, ON; Collingwood, ON; Wasaga Beach, ON; Dundalk, ON; Markdale, ON; Innisfil, ON; Flesherton, ON
Area serviced: Peterborough, ON
Area serviced: Winnipeg, MB
(204) 944-3529
I have over 17 years of experience in the Financial Services Industry.  My career began working with clients of Financial Advisors assisting them with their cash flow and mortgage needs.  My career then expanded into full financial planning.  My experience… Read more »
Area serviced: Waterloo (Region), ON