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Brenda has worked in the financial industry for almost 34 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients… Read more »
Area serviced: Dartmouth, NS
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
Hello, I am Real Estate Agent in the Fraser Valley & Lower Mainland and have lived here for the past 20+ years.  My career covers sales & marketing with a passion for excellent customer service.  Let my experience assist you in preparing… Read more »
Area serviced: Langley, BC; Surrey, BC; Vancouver, BC; Abbotsford, BC; White Rock, BC; Maple Ridge, BC; New Westminster, BC
I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of… Read more »
Area serviced: Richmond Hill, ON
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
As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning Read more »
Area serviced: Winnipeg, MB
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
I am a strategic financial planner, working primarily with physicians and other incorporated professionals. I specialize in the areas of corporate benefits, pensions, retirement, tax and estate planning. I have a background with MD Financial where I… Read more »
Area serviced: Waterloo, ON; Brampton, ON; Burlington, ON; Cambridge, ON; Fergus, ON; Guelph, ON; Hamilton, ON; Metro Toronto, ON; Kitchener, ON; Milton, ON; Mississauga, ON; Oakville, ON; Orangeville, ON
Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON