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I am a Wealth Advisor with over 30 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
905-707-5003
Wealth Advisor - TD Private Wealth Management Read more »
Area serviced: Winnipeg, MB; Brandon, MB; Steinbach, MB; Portage la Prairie, MB
240-988-2756
Area serviced: Kitchener, ON
519-747-0058
Shannon Hood, CFP®, CLU®, CHS™, B.Sc.*When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. I share your concern because… Read more »
Area serviced: Golden, BC
2503444543
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked… Read more »
Area serviced: Dartmouth, NS
9024657005
Brian S. Horton, BBA, CFP, CSP, CHS, EPC, CEA  Income & Estate Planning Specialist    Brian Horton, a financial security advisor and investment representative with Freedom 55 Financial, has had the satisfaction of meeting retirement and estate planning… Read more »
Area serviced: Peterborough, ON
7052431114
I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning… Read more »
Area serviced: Kingston, ON; Ottawa, ON
6135471554
I am a Partner/Owner of Exit Savvy.  We simplify estate management by  providing  practical products  and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney. Our workbooks include:  Personal Estate… Read more »
Area serviced: Calgary, AB
4038163361
I help my clients plan for today and also for the future Read more »
Area serviced: Paradise, LB
709-757-4223