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I am a full service financial brokerage providing you education, empowerment and direct access to products and services usually reserved for the high net worth. The financial landscape is such, that we will witness the largest wealth transfer to the… Read more »
Area serviced: Calgary, AB

Isabelle educates her clients about the many tools available to help them achieve their financial goals with a calm and stress free approach.   She helps clients identify what is important to them, crystallizes their goals and timelines… Read more »
Area serviced: Kilworthy, ON; Gravenhurst, ON; Muskoka (Region), ON; Bracebridge, ON; Orillia, ON; Barrie, ON; Huntsville, ON; Orangeville, ON; Newmarket, ON; Woodbridge, ON; Brampton, ON; Mississauga, ON
I have been working in the financial industry for the last 20 years, licensed in Ontario and Quebec.
I am fluently bilingual in English and French.  
Being able to understand and assist my clients is paramount for me. 
My goal is to… Read more »
Area serviced: Ottawa, ON; Pembroke, ON; Orleans, ON; Gatineau, QC
Sim Gakhar is a results-driven financial advisor inspiring tremendous change in businesses , individual insurance and investment planning. Sim has great passion for working with people, and providing solid solutions to their financial problems.

Born… Read more »
Area serviced: Markham, ON
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Edmonton, AB
An Unbiased, Conflict-free advisor to help you in your Financial matters. I have been helping Canadian families since 1998 in their Tax matters, Risk Management (Insurance) and Investments. Lot of my clients now are phasing into succession planning stage… Read more »
Area serviced: Brampton, ON; Mississauga, ON
Chad Gardeski, CEA®,DFSA™

Through our practice, based on honesty and integrity, my team and I partner with individuals and their families, business owners, and farmers to reach their financial goals. 
We specialize in working with disciplined… Read more »
Area serviced: Rocky Mountain House, AB
Investment licensed since 2004CERTIFIED FINANCIAL PLANNER®
20 year career at one of Canada's largest banks, as a Financial Advisor and Financial Planner.We offer a range of services to our clients including:Investment and cash flow planningCustomized… Read more »
Area serviced: Strathroy, ON; London, ON; Norwich, ON; Woodstock, ON; East Zorra-Tavistock, ON; Exeter, ON; Grand Bend, ON; Ingersoll, ON; Komoka, ON; Mount Brydges, ON; St. Marys, ON; THORNDALE, ON; Dorchester, ON