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Isabelle Frati, CEA
Broker, Insurance & Financial Services

Kilworthy, ON

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

4162682300

Julie Frenette, CEA
Financial Advisor

Ottawa, 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

613-668-7682

Jeff Fulford, CEA
Investment Advisor

Kelowna, BC

Area serviced: Kelowna, BC

250-860-7746

McKenna Gaetz, CEA
Financial Advisor

Edmonton, AB

Area serviced: Edmonton, AB

7804303020

SIM GAKHAR, CEA
Insurance and Investment Advisor

Markham, ON

Area serviced: Markham, ON

6478897290

Shyam Ganesh, CEA
Financial Planner

Calgary, AB

# Read more »

Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Edmonton, AB

7807471248

ARVIND GANGWAR, CEA
SENIOR FINANCIAL PLANNER

Brampton, ON

Area serviced: Brampton, ON; Mississauga, ON

416-709-9250

Chad Gardeski, CEA
Financial Advisor, CEA ®, DFSA™

Red Deer, AB

Chad Gardeski, CEA®,DFSA™

My practice is based on honesty, integrity, and good old fashion hard work. My team and I partner with individuals and their families, business owners, professionals, and farmers to reach their financial goals.
Whether… Read more »

Area serviced: Red Deer, AB

825-221-8102

Shawn Gardner, CEA
Financial Advisor

Sherwood Park, AB

Area serviced: Sherwood Park, AB

8252184705

Matthew Garland, CEA
Certified Financial Planner

Halifax, NS

Area serviced: Halifax, NS

9024410299

Mauro Garofalo, CEA
Senior Financial Planner

Vaughan, ON

Area serviced: Vaughan, ON

905-893-8545

Nasreen Garsi, CEA
Senior Estate Planning Advisor

Waterloo, ON

Area serviced: Waterloo, ON

519-722-3790

Martha Gartner, CFP, CEA
Associate Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

416-642-1406

Nathan Gatt CEA, CEA
Wealth Advisor

St. Catharines, ON

Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON

9054017738

Michael Gaudry, CEA
Financial Advisor

Morinville, AB

Area serviced: Morinville, AB

780-939-6111

Area serviced: Ottawa, ON; Pembroke, ON; Orleans, ON; Gatineau, QC

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 make sure all information we discuss is clear and well understood.

Here to assist you with your needs!

Area serviced: Kelowna, BC

Area serviced: Edmonton, AB

Area serviced: Markham, ON

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 in Delhi, India to parents who were teachers, and collectively a family of teachers, she took up the teaching mantle herself including earning her Bachelors in Education and Masters degree in Sociology. Subsequently, she realized she wanted to do more in the financial field, especially Insurance. Today, she has gained strong qualifications such as her Certified Health Specialist (CHS) and Elder Planning Counselor (EPC) designations. Her discovered purpose drives her to help these clients take ownership of their financial futures, helping people at all levels of income and every stage of life because investing for the future is one of the most important things people can do for themselves and their families. Sim has qualified for the prestigious Million Dollar Round Table and is an active member of Advocis (The Financial Advisors Association of Canada.)

Clients highly appreciate her patience, innovative ideas, ability to analyze situations and provide reliable solutions for their financial situations.

Email: sim@simgakhar.com
Website: http://simgakhar.com

Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Edmonton, AB

Area serviced: Brampton, ON; Mississauga, ON

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 and their heirs (Executors) are looking for guidance in settling Estates. And I would like to offer my services helping you to ease your pain during the process of Estate Management.

CLU,CHS, CEA

Area serviced: Red Deer, AB

Chad Gardeski, CEA^®,DFSA™

My practice is based on honesty, integrity, and good old
fashion hard work. My team and I partner with individuals and their families,
business owners, professionals, and farmers to reach their financial goals.

Whether you have the assets to retire in the next few years
or have the ambition to grow your wealth well into the millions, our team will
partner with you to achieve your most important goals! We will help get you
there sooner, and partner with a variety of experts to accelerate your path to
financial independence.

We do money differently than you have likely experienced in
the past and use a holistic approach to financial planning that includes tax
considerations, estate planning, and intergenerational wealth transfer. We care
about you, your family, your business, and the multitude of life goals that are
most important to you. With the advances in technology, I can exceed my
client's expectations across Canada and currently serve clients in Alberta,
British Columbia, Nova Scotia, and Ontario.

Prior to joining the firm, I spent a very successful 24 years
in the forestry sector where I worked with large companies and governments to improve
their economic, social, and environmental performance. I also had the
opportunity to support Indigenous communities by partnering with them to evaluate
the economics of establishing sustainable forestry related businesses. During
that time, I was a client of Edward Jones and experienced the benefits of
robust financial guidance and planning. I am so very proud to be able to
provide that same experience to those that are not receiving the level of
service that they deserve.

My experience has taught me that the foundation of successful
relationships is trust and integrity, the same foundation upon which my team has
built our successful practice.

We need to have a conversation, one that I am more
than happy to host for you, your family, business partners, or your employees!

Services:

Financial strategies

Retirement Income Strategies

Business Owner Strategies

Legacy and Estate Strategies

Disability Savings Plans

Life Insurance and Long-Term Care

Area serviced: Sherwood Park, AB

One of the most important things between a financial advisor
and client is the relationship. What I do is help professionals and their
families better position themselves for financial success. We'll incorporate
the things that, combined, help you to live life on your terms.

STARTING WITH YOUR GOALS, I can:

• Bring clarity and organization to the goals
you've set

• Honestly assess your probability of success

• Create a life-long, yet flexible, strategy for
you, your family, business or farm

THROUGH THE FINANCIAL STRATEGY, we will:

• Balance today's living with tomorrow's dreams

• Plan for your retirement your way and consider
your legacy

• Work with your accountant and estate attorney

• Create an exit strategy

WE'LL ALSO LOOK AT SOLUTIONS, that can help:

• Assess your risk

• Protect your wealth

• Engage tax-smart investing

AS LIFE MARCHES ON, I promise to:

• Be transparent, keep you informed and track
your goals

• Do the heavy lifting, allowing you more time
for family and friends

• Act in your best interest, always

Whether you've got a business, farm, a growing
family, or an empty nest, let me help reduce any potential financial stress so
you can enjoy life, not worry about it.

Area serviced: Halifax, NS

As a financial security advisor, I aim to
develop deep and long-lasting relationships with all clients. No matter how big
or small your question/concern may be, you can rely on me at any time. Whether
it is getting into your new home, planning for retirement, or helping get your
child on the right financial path, I can help. Areas of focus include: Insurance planning (including life, disability and
critical illness insurance), Retirement planning, Investment planning
(including segregated, funds policies), Education savings planning, Group
benefits planning, Mortgages (by referring you to a Canada Life mortgage
planning specialist). Please
contact me any time to discuss how I can help you ensure you are on the right
track to achieving all your goals and dreams.

Area serviced: Vaughan, ON

Area serviced: Waterloo, ON

Area serviced: Toronto, ON

Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON

I have been serving the communities in the Golden Horseshoe and Niagara region as a trusted wealth-building professional for over 22 years. I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with my clients to develop investment/insurance and related wealth management solutions that reflect the complete financial sensibilities and values of each client.

When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Wealth Advisor, we are known as the planning and protection office of the golden horseshoe. We possess specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation and estate situations. In effect, I am a resource that can help my clients to both build and retain their wealth.

I attended Brock University. I then continued my educational and professional development through working towards the prestigious designation of CFP Certified Financial Planner currently. In 2007, I was recognized as one of Niagara's Top Forty under 40 Business Achievement Award winners. I am very involved in the community sitting on various boards such as Epilepsy Niagara, Family and Children’s Services (FACS) and Wigs for Kids.

To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Technical Analysis Course, Conduct and Practices Handbook, Wealth Accumulation and Estate Planning Courses, and Life License Qualification Program.

With the assistance of various partners and very knowledgeable support staff we strive to provide the highest level of service to our clients and pride ourselves on the relationships we have created. Please Contact us at 9054017738 to be introduced to our relaxed, flexible approach and environment.

Nathan

Area serviced: Morinville, AB