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Montreal, QC

Financial planning professional with over a decade’s experience managing HNW clientèle.

I am experienced in building comprehensive, AI optimized financial plans.

I have a talent at cultivating long-term relationships with clients seeking… Read more »

Area serviced: Montreal, QC

5148064425

Jason Fast, CEA
Financial Planner

St. Catharines, ON

Area serviced: St. Catharines, ON

905 687 4063

Robert Fawcett, Candidate
Owner

Markdale, ON

# Read more »

Area serviced: Markdale, ON

5193733661

www.georgianbaycremation.ca

Robert Fazylau, CEA
Senior Financial Planner

Scarborough, ON

Area serviced: Scarborough, ON

4167512364

https://financialplanners.td.com/robert.fazylau/

Jennifer Fedun, CEA
Advisor

Thunder Bay, ON

Area serviced: Thunder Bay, ON

807-684-1820

https://bfinancial.com/

Travis Feeney, CEA
Financial Advisor

Pitt Meadows, BC

Area serviced: Pitt Meadows, BC; Maple Ridge, BC; Langley, BC

6044657941

edwardjones.ca/travis-feeney

Elizabeth I Fehr, Candidate
Estate & Registered Plans Specialist

Stanley, MB

Area serviced: Stanley, MB

2048231604

Mani Fenili, CFA, FRM, EPC, CEA
Financial Advisor

Toronto, ON

Area serviced: Toronto, ON; Etobicoke, ON; Mississauga, ON; Oakville, ON; Richmond Hill, ON; Markham, ON; North York, ON

4165649745

paul fensom, Candidate
Director

Toronto, ON

I am Director of Estate & Trust services at ScotiaWealth Management

Read more »

Area serviced: Toronto, ON

4169332473

John Ferguson, Candidate
Financial Representative

Spaniard's Bay, NL

# Read more »

Area serviced: Spaniard's Bay, NL

2268878670

sterlingmutuals.com

Austin Oliver Ferland, CEA
Financial Advisor

Maple Ridge, BC

I work with professionals and families who want more than investment advice. They want a financial plan that connects their finances to the life they are trying to build.

As a Certified Financial Planner (CFP®) and Certified Executor Advisor (CEA®),… Read more »

Area serviced: Maple Ridge, BC; Langley, BC

7785135655

https://www.edwardjones.ca/ca-en/financial-advisor/oliver-ferland

Dan Fernandez, CEA
Professional Wealth Advisor

Mississauga, ON

Area serviced: Mississauga, ON

9055125629

Alvin Fernandez, CFP, CEA, RWM, CEA
Financial Planner

Winnipeg, MB

I am a Certified Financial Planner and a licensed insurance broker. I've been serving clients' needs since 2017 using innovative financial planning tools.u-ONE Wealth Management lives to its attitude in serving our client's interest first. The sustainability… Read more »

Area serviced: Winnipeg, MB; Calgary, AB; Burnaby, BC; Amherst, NS; Mississauga, ON; Charlottetown, PE; Prince Albert, SK

4314410989

https://www.uonewealth.com/

John Ferris, CEA
Lawyer & Mediator

Creemore, ON Dundalk, ON Flesherton, ON

Graduate of University of Windsor School of Law
* Member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law School
*LL.M (ADR) Osgoode Law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all… Read more »

Area serviced: Creemore, ON; Collingwood, ON; Wasaga Beach, ON; Dundalk, ON; Markdale, ON; Innisfil, ON; Flesherton, ON

705-466-3888
519-923-2031
519-924-2031

www.ferriscelhoffer.ca

Alfred Feth, Candidate
Financial Planner

West Montrose, ON

Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry.
Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services.
Strong entrepreneurship… Read more »

Area serviced: West Montrose, ON; Waterloo (Region), ON; Elmira, ON; Niagara-on-the-Lake, ON

519-572-5510

Area serviced: St. Catharines, ON

Area serviced: Markdale, ON

I own a crematorium and it has been open for over 20 years and prior to that, I owned a funeral home. I maintain my funeral directors license.

Area serviced: Scarborough, ON

Area serviced: Thunder Bay, ON

Area serviced: Pitt Meadows, BC; Maple Ridge, BC; Langley, BC

Welcome to the journey toward financial freedom! With over 15 years of experience in the financial services industry, I'm here to guide you with a gentle hand and a genuine connection.

As an Edward Jones financial advisor and a Certified Estate (CEA®) and Master Financial - Philanthropy (MFA-P™) professional, inclusivity and connection are fundamental to my approach. I believe in taking the time to understand your unique goals and dreams before charting a personalized financial strategy tailored just for you.

My personal journey as a two-time cancer survivor has instilled in me a deep appreciation for life's challenges and the importance of a holistic approach to all aspects of well-being, including finances.

Backed by the resources of Edward Jones, I offer unwavering support to help you navigate the complexities of managing your finances. Together, we'll transform any financial concerns into a roadmap for success, revisiting your plan regularly to ensure it aligns with your evolving goals and vision for the future.

My commitment to you goes beyond mere numbers—it's about transforming financial uncertainty into confidence. Let's start this journey together with a simple step—reach out to me via phone or email, and let's create a brighter financial future, together.

Area serviced: Stanley, MB

Area serviced: Toronto, ON; Etobicoke, ON; Mississauga, ON; Oakville, ON; Richmond Hill, ON; Markham, ON; North York, ON

I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.

After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.

Area serviced: Toronto, ON

I am Director of Estate & Trust services at ScotiaWealth Management

Area serviced: Spaniard's Bay, NL

Financial advisor for 30 years. Tax professional for 15 years.

Area serviced: Maple Ridge, BC; Langley, BC

I work with professionals and families who want more than investment advice. They want a financial plan that connects their finances to the life they are trying to build.

As a Certified Financial Planner (CFP®) and Certified Executor Advisor (CEA®), I help clients make informed decisions by focusing on the bigger picture. Every family has unique priorities. Some are preparing for retirement, others are raising children, building wealth, supporting aging parents, or thinking about how their assets may one day benefit future generations.

The conversations often begin with questions such as:
• Are we on track for retirement?
• How can we help our children achieve their future goals?
• How do we balance enjoying life today while preparing for tomorrow?
• What steps can we take now to make future transitions easier for our family?

My work focuses on retirement income planning, evidence-based asset allocation, and long-term financial strategies. I work alongside clients' accountants and legal professionals to help ensure all aspects of the plan are coordinated and aligned with their goals.

I entered this profession because I experienced financial challenges growing up and saw firsthand how uncertainty can affect families. That experience shaped my belief that financial planning should come before products and that clients deserve honest conversations, transparency, and advice that puts their interests first.

Many people know they should have a plan but are not sure where to begin. That's completely normal. Getting started does not require having all the answers. It starts with a conversation about where you are today, where you would like to go, and the steps that may help you move in that direction.

My goal is simple: to help clients understand their options, make informed decisions, and build a financial plan that reflects what matters most to them.

If you would like to learn more, feel free to reach out to me directly at 778-513-5655 or Oliver.Ferland@EdwardJones.com

Area serviced: Mississauga, ON

Area serviced: Winnipeg, MB; Calgary, AB; Burnaby, BC; Amherst, NS; Mississauga, ON; Charlottetown, PE; Prince Albert, SK

I am a Certified Financial Planner and a licensed insurance broker. I've been serving clients' needs since 2017 using innovative financial planning tools.

u-ONE Wealth Management lives to its attitude in serving our client's interest first. The sustainability plan in genuinely reaching out and empowering clients, brands us as your prime trusted choice.

Area serviced: Creemore, ON; Collingwood, ON; Wasaga Beach, ON; Dundalk, ON; Markdale, ON; Innisfil, ON; Flesherton, ON

Graduate of University of Windsor School of Law

* Member of Law Society of Ontario;

* Certificate in Dispute resolution from Osgoode Law School

*LL.M (ADR) Osgoode Law School

* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes

* Certificate in Elder Law Osgoode Law School

* Extensive experience in Wills, Estates, Powers of Attorney

* Family and Elder Law Mediation

Area serviced: West Montrose, ON; Waterloo (Region), ON; Elmira, ON; Niagara-on-the-Lake, ON

Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry.

Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services.

Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.