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I presently hold the following designationsChartered Life UnderwriterChartered Financial ConsultantElder Planning Counselor.Certified Executor Advisor.I help clients make smart choices about money. Read more »
Area serviced: Fergus, ON
Diane has been working in the financial planning field for over 30 years. As a CFP she educates her clients in all areas of finance enabling them to make the most informed decisions possible.  Read more »
Area serviced: Peterborough, ON; Cobourg, ON; Port Hope, ON
705 745 4729
Greetings, I have lived and worked in the Fraser Valley & Lower Mainland  for the past 20+ years.  My career covers sales & marketing with a passion for excellent customer service.  Let my experience assist you in preparing to… Read more »
Area serviced: Langley, BC; Surrey, BC; Vancouver, BC
We work with serious investors focused on achieving consistently better performance. Each portfolio is custom built to meet their specific needs. Our clients benefit from complete transparency, direct ownership (not units), less risk, lower fees and… Read more »
Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, ON
289- 291-1212
Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate & personal planning. Terry works extensively with his business clients and their accounting firms to help them achieve their long-term goals and objectives.Having… Read more »
Area serviced: Nanaimo, BC
Max believes that his friends, clients and customers deserve the very best that life has to offer. He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.… Read more »
Area serviced: Collingwood, ON; Angus, ON; Wasaga Beach, ON; Bracebridge, ON; Muskoka (Region), ON; Orangeville, ON; Orillia, ON; Parry Sound, ON; Blue Mountains, ON; Owen Sound, ON; Meaford, ON; Haliburton, ON
I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs. Read more »
Area serviced: Kitchener, ON
Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON
Brian has been in the life insurance and financial services industry for over 50 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial… Read more »
Area serviced: Waterloo, ON