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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
647-625-0134
Area serviced: Calgary, AB
4038606947
Area serviced: St. Catharines, ON
905 687 4063
Area serviced: Thunder Bay, ON
807-684-1820
Welcome to the journey toward financial freedom! With over 15 years of experience in the financial services industry, I'm here to guide you with a gentle hand and a genuine connection.

As an Edward Jones financial advisor and a Certified Estate (CEA®)… Read more »
Area serviced: Pitt Meadows, BC; Maple Ridge, BC; Langley, BC
6044657941

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
4165649745

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; Charlottetown, PE; Prince Albert, SK
2045993524


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
705-466-3888
519-923-2031
519-924-2031
Area serviced: Peterborough, ON
705-741-0007