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Area serviced: Cambridge, ON; Kitchener, ON; Guelph, ON
519 651 1246 ext 1004
I became a Financial Advisor after a varied career in the Financial Field.  After completing an undergraduate degree in Psychology I met Sandra Mews and there began my 23 year career in finance.  I have worked in the banking, insurance and mortgage… Read more »
Area serviced: Sudbury, ON; Azilda, ON; Elliot Lake, ON; Sault Ste. Marie, ON; Sturgeon Falls, ON; Timmins, ON; North Bay, ON; Blind River, ON
Financial Adviser focusing on Estate and retirement Planning.30 years experience in the Financial Services Industry with a CFP and CLUServing a small group of clients in Northern and Southern Ontario> Read more »
Area serviced: Sudbury, ON; Toronto, ON
705-6708881 1822
Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process… Read more »
Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Orleans, ON; Gloucester, ON
I have been a Financial Advisor since 2003.  I graduated from the University of Windsor where I majored in Finance and Accounting.  I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments… Read more »
Area serviced: Windsor, ON
Being an executor is one of the hardest jobs you will ever have…until now! Introducing Executor Helpers. Whether you are pre-planning or administering an estate, Executor Helpers understands what you need to do and will help you bring the pieces together.… Read more »
Area serviced: St. Albert, AB; Edmonton, AB; Strathcona County, AB; Morinville, AB; Spruce Grove, AB; Sherwood Park, AB
I am currently employed at Noventis Credit Union. I have been with the Credit Union for eight years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position.… Read more »
Area serviced: Arborg, MB
Chris Gorman is a Financial Advisor, father, and community leader.  His career has spanned commercial insurance, post-secondary education leadership, non-profit financial management, political management, and financial advising.  He is also… Read more »
Area serviced: Kelowna, BC; Vernon, BC; Lake Country, BC; Vancouver, BC; Abbotsford, BC; Langley, BC; Burnaby, BC; Surrey, BC; West Kelowna, BC; West Vancouver, BC; North Vancouver, BC; Penticton, BC
Licensed for life and health since March 1978.member of Advocis till 2005. Read more »
Area serviced: Ottawa, ON
As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley.  I bring over 14 years experience in Financial Services to my… Read more »
Area serviced: Mission, BC
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