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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
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
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
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
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
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
Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process… Read more »
Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Orleans, ON; Gloucester, ON
I have been a Financial Advisor since 2003.  I graduated from the University of Windsor where I majored in Finance and Accounting.  I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments on… Read more »
Area serviced: Windsor, ON
I am currently employed at Access Credit Union. I have been with the Credit Union for ten years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position.… Read more »
Area serviced: Arborg, MB
My name is Anthony Gordon, I hold a Law degree, a Master of Taxation Law, and I practiced Corporate and Commercial law for several years before becoming a Financial Advisor. As a financial advisor, I have offered hundreds of families  financial strategies… Read more »
Area serviced: Concord, ON
With a strong academic background and extensive professional experience, Craig Gorham brings a unique blend of expertise to the SUMMIT LEGAL GROUP's Estate team.
Craig's academic journey commenced at the Haskayne School of Business at the University… Read more »
Area serviced: Calgary, AB; Okotoks, AB; Airdrie, AB; High River, AB; Nanton, AB