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Calgary, AB Contact

As Sagium's Chief Operating Officer, Chief People Officer, and Compliance Officer my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper planning.… Read more »

Area serviced: Calgary, AB

4032324596

John Guderyan, CEA
partner

Calgary, AB Contact

# Read more »

Area serviced: Calgary, AB

4032324582

Lisa Guimaraes, CEA
Principal

Oakville, ON Contact

Area serviced: Oakville, ON; Toronto, ON; Burlington, ON; Mississauga, ON

905-467-8580

James P. Gunn, CFP, RRC, CPCA, RWM, CEA
President

Burlington, ON Contact

We work with serious investors focused on achieving consistently better performance. Each portfolio is custom built to meet their specific needs. Our clients benefit from complete transparency, direct ownership (not units), less risk, lower fees and… Read more »

Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, ON

289- 291-1212

Akshit Gupta EPC, FMVA, CBCA, CMSA, CEA
Accountant

Kelowna, BC Contact

Working with KPMG LLP as an Accountant with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice where I performed finalization of accounts, research, tax return preparation (personal, corporate,… Read more »

Area serviced: Kelowna, BC; Penticton, BC; West Kelowna, BC

(250)-979-7174

Terry N. Gwilliam, FMA, FCSI, CEA, CEA
Founding Partner

Nanaimo, BC Contact

Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate & personal investment & insurance solutions. Terry works extensively with his business clients and their accounting firms to help them achieve their… Read more »

Area serviced: Nanaimo, BC

2502021127

Max Hahne, CEA
Broker Of Record and Licensed Partner, Engel & Völkers Collingwood Muskoka Real Estate

Collingwood, ON Bracebridge, ON Contact

Max believes that his friends, clients and customers deserve the very best that life has to offer.
He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.
… Read more »

Area serviced: Collingwood, ON; Angus, ON; Wasaga Beach, ON; Bracebridge, ON; Muskoka (Region), ON; Orangeville, ON; Orillia, ON; Parry Sound, ON; Blue Mountains, ON; Owen Sound, ON; Meaford, ON; Haliburton, ON

705-441-5800

Jolene Hall, CEA
Manager, Financial Planning

Winnipeg, MB Contact

As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning
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Area serviced: Winnipeg, MB

2042939085

Katie Hamalainen, CEA
Manager Member Services

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204-807-2577

Erik Hamar, CEA
Internal Wholesaler

Delta, BC Contact

# Read more »

Area serviced: Delta, BC

6049439031

Linda Hamilton, CEA
Ms

Kitchener, ON Contact

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Area serviced: Kitchener, ON

5194048247

Justin Hamilton, CEA
Sales Director

Kitchener, ON Kitchener, ON Contact

Area serviced: Kitchener, ON

5192427284

Nadine Hammerton, CEA
Financial Associate

Woodstock, ON Contact

Area serviced: Woodstock, ON

5194211197

Roderick Hammond, CEA
Consultant

Milton, ON Contact

Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON

905-878-2700

Anne Hammond, CEA
Financial Advisor

Vancouver, BC Contact

Area serviced: Vancouver, BC

604-732-6551

Area serviced: Calgary, AB

I am a partner at a financial planning firm called Sagium

We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services

Area serviced: Oakville, ON; Toronto, ON; Burlington, ON; Mississauga, ON

Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, ON

We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.

Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.).

As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.

Let us put your mind at ease. We have the solutions to meet your unique needs.

Area serviced: Kelowna, BC; Penticton, BC; West Kelowna, BC

*Views expressed are my own.

Area serviced: Nanaimo, BC

Having worked in the industry since 1985, Terry’s comprehensive understanding of the financial advisory sector ensures he creates maximum value and product choice for his clientele across Canada.

A Fellow of the Canadian Securities Institute (FCSI) since 2008, Terry received his Financial Management Adviser (FMA) designation in 2006, along with the completion of Professional Financial Planning, Securities, Ethics, and Conducts & Practices studies. Terry is also a Certified Executor Advisor (CEA).

Away from Rockmoor, Terry is an active leader in his local community, having served as a Director of the Campbell River Community Foundation and the Campbell River and Kamloops Rotary Clubs.

Max believes that his friends, clients and customers deserve the very best that life has to offer.

He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.

“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.

I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.

“I want the very best for the people who put their trust in me”

Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.

Max’s certifications and expertise include;

International Property Specialist

Resort and Second-Home Property Specialist

Seniors Real Estate Specialist

Area serviced: Winnipeg, MB

As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning

Area serviced: Winnipeg, MB

Area serviced: Delta, BC

Area serviced: Kitchener, ON

I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.

Area serviced: Kitchener, ON

Justin has been with
Financial Horizons Group since 2004 where he has held many different positions
ranging from building a successful advisor practice, investment administration,
and Director of national education. Most
recently Justin held the position of Director, National Sales for Continuum
Financial Centres, a firm designed to provide succession & business
continuation planning to advisors. This
included the recruitment, selection and develop of newer advisors to transition
the established advisors practices to. Justin current hold the role of Sales
Director for all of South Western Ontario concentrating on top producers and
helping them succeed.

Justin graduated from the University of
Western Ontario with a degree in Sociology.
Justin has a post-graduate certificate in Professional Financial
Services from Fanshawe College. Along with having his life insurance licence
and securities licence, Justin has earned his Certified Financial Planner
(CFP), Certified Health Insurance Specialist (CHS) and Elder Planning Counselor
(EPC) designations.

Justin is an avid
sports fan who loves to attend, watch and play many different sports throughout
the year including hockey, skiing and golf to name a few. If you do not find
Justin in the gym by 7am he is more than likely at the family cottage on
Georgian Bay.

Area serviced: Woodstock, ON

Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner.

Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON

Area serviced: Vancouver, BC

Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
investment assets.

Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.