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I presently hold the following designations
Chartered Life Underwriter
Chartered Financial Consultant
Elder Planning Counselor.
Certified Executor Advisor.
I help clients make smart choices about money.

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Area serviced: Fergus, ON

 I am honoured to introduce to you another way I can serve your family.  
I have recently completed the course offered by the Canadian Institute of Certified Estate Advisors and successfully completed the Certified Executor Advisor Examination.
As… Read more »
Area serviced: Markham, ON; Ajax, ON; East Gwillimbury, ON; Newmarket, ON; Uxbridge, ON; Stouffville, ON; Kawartha Lakes (Region), ON
Area serviced: Beaverton, ON
Brenda has worked in the financial industry for almost 34 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients… Read more »
Area serviced: Bedford, NS
Getting to know my clients and improving their financial, physical, mental well-being is one of my highest priorities. As a knowledgeable advisor, I work with my clients to create a personalized long term retirement and estate strategy. After implementation,… Read more »
Area serviced: Peterborough, ON
705 745 1324x4527
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of… Read more »
Area serviced: Richmond Hill, ON
Kam Grewal practices in the area of wills and trusts, estate planning and administration, corporate/commercial law and real estate transactions.  He obtained his law degree from the University of Alberta followed by this TEP designation, as a registered… Read more »
Area serviced: Abbotsford, BC; Surrey, BC; Chilliwack, BC; Langley, BC; Mission, BC; Delta, BC; White Rock, BC; Coquitlam, BC; Vancouver, BC; Richmond, BC; Burnaby, BC
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
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
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

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