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I have been serving the communities in the Golden Horseshoe and Niagara region as a trusted wealth-building professional for over 16 years.  I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution.… Read more »
Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON
9054017738
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
5192457778
Emmanuel George has been active in the Financial industry for over 20 years. His initial experience with an international bank laid the foundation and gave him the impetus to help people plan and take action to get their financial house in order. … Read more »
Area serviced: Waterloo, ON
519-746-5111 ext..300
Brothers & Company is an independent financial planning and wealth management firm in Regina, Saskatchewan.
Gisele’s passion is comprehensive financial planning. She addresses retirement, estate, tax, cash-flow and wealth accumulation planning as… Read more »
Area serviced: Regina, SK
306-337-4500
We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and… Read more »
Area serviced: Burlington, ON
6478794450
Wealth Banker with Alterna Savings and Mutual Funds Representative with Qtrade Asset Management. Financial Planner in Ontario, serving Peterborough and the Kawarthas, Quinte, and surrounding areas.
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Area serviced: Peterborough, ON
705-748-4481
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 26 year career in finance.  I have worked in the banking, insurance… 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
705-525-5811
Financial Adviser focusing on Estate and retirement Planning.
30 years experience in the Financial Services Industry with a CFP and CLU
Serving a small group of clients in Northern and Southern Ontario>

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Area serviced: Sudbury, ON; Toronto, ON
705-207-7937
David R. Gobeil, CPA, CA, MSc, CFP®, CEA
David is an author and the editor of The Personal Financial Planner's Manual and the study aids for the Certified Financial Planner® and Qualified Associate Financial Planner™ Examinations… Read more »
Area serviced: Newmarket, ON; Toronto, ON
416 505-3358