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Born and raised on the West Coast, I have been a Realtor in the Greater Vancouver and Fraser Valley area since 2008.  My business specializes in Estate Sales, sensitive family situations (divorce, financial challenges) and difficult transitions.… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Delta, BC; Maple Ridge, BC; Langley, BC; White Rock, BC; Mission, BC; Vancouver, BC
I work for Noventis Credit Union, with our Centralized Administration department.  I have been employed here for 17 years, the last five being in the Centralized Admin department.  We work with all registered products, and handle… Read more »
Area serviced: Riverton, MB
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
Area serviced: Oakville, ON; Toronto, ON; Burlington, ON; Mississauga, 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… Read more »
Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, ON
289- 291-1212

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

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.
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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
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
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… Read more »
Area serviced: Kitchener, 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… Read more »
Area serviced: Woodstock, ON
Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON