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Creemore, ON Dundalk, ON Flesherton, ON

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

Davin Fidler, CEA
Mr

Peterborough, ON

Area serviced: Peterborough, ON

705-741-0007

Michael Finkbeiner, CEA
Investment Advisor

Burlington, ON

Area serviced: Burlington, ON

9059737093

Robert Fleischacker, CEA
President

Beaverton, ON

Area serviced: Beaverton, ON

4163998360

Patrick Flemming, CEA
Senior Wealth Advisor

Halifax, NS

Area serviced: Halifax, NS

9024542425

Jim Fockens, CEA
Advisor

Orillia, ON

# Read more »

Area serviced: Orillia, ON

7052414550

Simon Fok, CEA
Private Investment Advisor

Vancouver, BC Vancouver, BC

I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.
I am expertise on Retirement, Education and Investment planning.
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Area serviced: Vancouver, BC; Burnaby, BC

6042577818

Susan Foley, CEA
Ms.

Flamborough, ON

Area serviced: Flamborough, ON

9052571970

Kim Follis, CEA
Financial Advisor

Owen Sound, ON

DFSA, CEPA, CEA
As a financial advisor with Edward Jones, we focus on holistic wealth management practices - encompassing wealth strategies and protection, insurance, tax strategies, estate strategies, charitable giving, inter-generational planning… Read more »

Area serviced: Owen Sound, ON; Manitoulin Island, ON; Serving most cities in Ontario, ON; Conception Bay South, NL; Edmonton, AB; Cochrane, AB

5193711956

Michele Follows, CPA, CA, CPA(IL),CETA Certified (STEP), CEA
Professional Executor and Attorney for Property

Halton Hills, ON

Area serviced: Halton Hills, ON; Most of Ontario, ON; Burlington, ON; Brampton, ON; Toronto, ON; Mississauga, ON; Guelph, ON

289 259 2760

Peter Fosbery, CEA
Pres.

Toronto, ON

# Read more »

Area serviced: Toronto, ON

4167698842

Scott Foster, CEA
Financial Advisor

Madoc, ON

Area serviced: Madoc, ON; Belleville, ON; Trenton, ON

613-438-9779

Brooke Fountain, CEA
Senior Staff Accountant

London, ON

Area serviced: London, ON

519-274-3198

Breanne Fraese, CEA
Supervisor, Member Services

Winnipeg, MB

I work for Access Credit Union in Winnipeg. As the Supervisor of member services, I am passionate about helping out members with their financial needs.
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Area serviced: Winnipeg, MB

204-954-9823

Trevor Franklin, CEA
CFP

, ON

FOR AS LONG AS I CAN REMEMBER, I HAVE ALWAYS HAD A PASSION FOR FINANCIAL MANAGEMENT. I HAVE A NATURAL CURIOSITY FOR PROBLEM SOLVING AND I LOVE TO HELP PEOPLE ACHIEVE THEIR FINANCIAL AMBITIONS.
I HAVE APPEARED ON GLOBAL NEWS AND SPOKE AT THE SCARBOROUGH… Read more »

Area serviced:

4165690664

Area serviced: Peterborough, ON

Area serviced: Burlington, ON

Area serviced: Beaverton, ON

Area serviced: Halifax, NS

Area serviced: Orillia, ON

I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs.

Area serviced: Vancouver, BC; Burnaby, BC

I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.

I am expertise on Retirement, Education and Investment planning.

Area serviced: Flamborough, ON

Area serviced: Owen Sound, ON; Manitoulin Island, ON; Serving most cities in Ontario, ON; Conception Bay South, NL; Edmonton, AB; Cochrane, AB

DFSA, CEPA, CEA

As a financial advisor with Edward Jones, we focus on holistic wealth management practices - encompassing wealth strategies and protection, insurance, tax strategies, estate strategies, charitable giving, inter-generational planning and divorce finances. As a CEPA, I also work with business owners to help them understand their exit options and ensure that their personal, financial and business plans are aligned. My practice is well suited for multi-generational families, small business owners and individuals experiencing unique or complex issues. I offer meetings in-person at your place or my office, Zoom or phone interviews, to suit your lifestyle and needs. My clients value our close relationship, open and honest communication on a regular basis and a comprehensive financial plan.

Area serviced: Halton Hills, ON; Most of Ontario, ON; Burlington, ON; Brampton, ON; Toronto, ON; Mississauga, ON; Guelph, ON

We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property - empowering them with knowledge and know-how. We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value. We work with your chosen current professional advisors and supplement them with our professional team, if necessary. Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate/trust accounting and prepare the court appointed books in passing form.

Area serviced: Toronto, ON

CFP. with 40 years in the Insurance Brokerage field.

Has a unique Estate & Income Projection Software.

Area serviced: Madoc, ON; Belleville, ON; Trenton, ON

As the son of an entrepreneur, I learned early in life the value of helping others. From my first part time job delivering groceries to seniors on my bicycle at 13, to my first full time job helping farmers take care of their families, to spending the last 23 years helping small businesses run more efficiently so they can focus on their main business goals, I always felt rewarded by the trust and appreciation others showed when you help them out.

After being an Edward Jones client for 20 years and seeing first-hand how their established process helps clients achieve what is important to them, I am now proud to be working with this great firm to help accomplish the same for others.

Relationships are key, and in my view, meeting face to face is what builds strong relationships. I meet when and where it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.

As a Financial Advisor at Edward Jones, starting a new branch to serve Central and Northern Hastings County, it's critical that I spend my time getting to know my clients in order to truly understand what's most important to them. In fact, I can't imagine being able to fulfill my role without having a firm understanding of the individuals and families that I serve in my community.

Using a disciplined approach to investments to plan for retirement, saving for post-secondary education, or simply trying to protect the financial future of your loved ones, we can work together to develop specific strategies to achieve your goals and as the years come and go, it is my responsibility to keep you on track.

When I am not meeting with clients, I enjoy spending time on our farm outside of Queensborough with my wife, Susan and our three dogs, Guinness, Lily and Winston.

Area serviced: London, ON

Area serviced: Winnipeg, MB

I work for Access Credit Union in Winnipeg. As the Supervisor of member services, I am passionate about helping out members with their financial needs.

FOR AS LONG AS I CAN REMEMBER, I HAVE ALWAYS HAD A PASSION FOR FINANCIAL MANAGEMENT. I HAVE A NATURAL CURIOSITY FOR PROBLEM SOLVING AND I LOVE TO HELP PEOPLE ACHIEVE THEIR FINANCIAL AMBITIONS.

I HAVE APPEARED ON GLOBAL NEWS AND SPOKE AT THE SCARBOROUGH CA ASSOCIATION. PLEASE CONTACT ME AND MY TEAM AT IPC IF WE CAN HELP YOU.

"YOLO"