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Abbotsford, BC

Valley-Wide Financial Group founder Scott Findlay BA, CFP brings almost 40 years of experience yo the Financial Services Industry. Within those 40 years he has built up a strong team that extends from Vancouver Island to Saskatchewan. Part… Read more »

Area serviced: Abbotsford, BC

6048538100

www.valleywidegroup.ca

Michael Finkbeiner, CEA
Investment Advisor

Burlington, ON

Area serviced: Burlington, ON

9059737093

Crystal Finnamore, Candidate
Professional Advisory Services

Calgary, AB

Area serviced: Calgary, AB

4038578898

Shannen Fisher, CEA
Financial Advisor

Prince Albert, SK

Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing… Read more »

Area serviced: Prince Albert, SK; Saskatoon, SK

888-788-5459

www.prairielilyfinancial.com

Heather Fjeld, Candidate
Owner

Calgary, AB

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Area serviced: Calgary, AB

14037140301

Darren Flagg, Candidate
Managing Partner

Fort Erie, ON

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Area serviced: Fort Erie, ON

9056501844

www.bennerfuneralservices.ca

Robert Fleischacker, CEA
President

Beaverton, ON

Area serviced: Beaverton, ON

4163998360

www.rffinancial.ca

Janice Fleming, Candidate
Broker

Kitchener, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Waterloo, ON; Cambridge, ON; Baden, ON; Wilmot, ON; Woodstock, ON

519-240-9095

www.janicesellskw.com

Patrick Flemming, CEA
Senior Wealth Advisor

Halifax, NS

Area serviced: Halifax, NS

9024542425

www.wealthpartners.ca

Jim Fockens, CEA
Advisor

Orillia, ON

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Area serviced: Orillia, ON

7052414550

www.lilleyfg.ca

Simon Fok, CEA
Private Investment Advisor

Vancouver, BC Vancouver, BC

I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.
I am expertise on Retirement, Education and Investment planning.
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Area serviced: Vancouver, BC; Burnaby, BC

6042577818

Susan Foley, CEA
Ms.

Flamborough, ON

Area serviced: Flamborough, ON

9052571970

www.hartryfoleyfinancial.com

Michele Follows, CPA, CA, CPA(IL),CETA Certified (STEP), CEA
Professional Executor and Attorney for Property

Halton Hills, ON

Area serviced: Halton Hills, ON; Most of Ontario, ON; Burlington, ON; Brampton, ON; Toronto, ON; Mississauga, ON; Guelph, ON

289 259 2760

www.ExecutorDutiesOnDemand.com

Wesley Forster, CFP, CEA
President/Senior Financial Strategist

Kelowna, BC Kelowna, BC

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Area serviced: Kelowna, BC; Vancouver, BC; Calgary, AB; Edmonton, AB; Red Deer, AB; Abbotsford, BC

1-778-760-5178

www.seravuefinancial.ca

Connie Forsyth, CEA
Associate

Simcoe, ON

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Area serviced: Simcoe, ON

5194265160

goodcas.com

Area serviced: Burlington, ON

Area serviced: Calgary, AB

Area serviced: Prince Albert, SK; Saskatoon, SK

After completing her university education, Shannen lived and worked in South Korea from 2003 to 2005. During that time, she traveled and worked in various countries and cities, and has many interesting stories to share.

She started her career in financial services in 2007 with Sun Life Financial where she was the Long-Term Care Insurance Specialist. From there, she moved to CIBC Imperial Service where she worked as a Financial Advisor for high net worth clients serving the Prince Albert and La Ronge branches. In 2010, she moved to Thierman Financial, where she handled insurance, investments and lending products with a focus on educating and advising clients to help them meet their goals. In 2020, Shannen decided to forge out on her own and opened Prairie Lily Financial.

She received her Certified Financial Planner (CFP) designation in 2013, her Certified Executor Advisor (CEA) designation in 2016. She is a member of Advocis, the Financial Advisors Association of Canada, the Betty-Ann Heggie Womentorship Program and the International Society of Female Professionals.

Shannen has been the recipient of numerous awards, including the Manulife Bank President Award 2011 (#3 in Canada), and various BOB Awards. Currently she is recognized as a top advisor with Canada Life.

Shannen is proud to be a donor of the Prince Albert Mobile Crisis Unit and Sexual Assault Center. Previously, she sat on various boards, including Habitat for Humanity, Prince Albert affiliate, and the Canadian Cancer Society, Prince Albert unit.

In her spare time, Shannen enjoys traveling, reading, yoga, gardening, rowing and spending time with her son and pets.

Area serviced: Calgary, AB

I assist Executors and Administrators with Will / Estate matters

Area serviced: Fort Erie, ON

A 35 year licensed Funeral Director, owner of multiple locations and interests. Often asked difficult questions when others are unable to be located, I needed to know the answers. Death is 24/7 answers need to be too.

Area serviced: Beaverton, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Waterloo, ON; Cambridge, ON; Baden, ON; Wilmot, ON; Woodstock, ON

After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007. Ongoing education and experience is as essential to my business as referrals. Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist). I look forward to utilizing my background and resources to assist people with their real estate goals.

Area serviced: Halifax, NS

Area serviced: Orillia, ON

I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs.

Area serviced: Vancouver, BC; Burnaby, BC

I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.

I am expertise on Retirement, Education and Investment planning.

Area serviced: Flamborough, ON

Area serviced: Halton Hills, ON; Most of Ontario, ON; Burlington, ON; Brampton, ON; Toronto, ON; Mississauga, ON; Guelph, ON

We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property - empowering them with knowledge and know-how. We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value. We work with your chosen current professional advisors and supplement them with our professional team, if necessary. Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate/trust accounting and prepare the court appointed books in passing form.

Area serviced: Kelowna, BC; Vancouver, BC; Calgary, AB; Edmonton, AB; Red Deer, AB; Abbotsford, BC

Area serviced: Simcoe, ON

Connie Forsyth, CPA TEP, is an Associate at Good Redden Klosler LLP, a mid-sized firm in Simcoe, Ontario servicing owner-managed business owners through an integrated model uniting accounting, taxation and financial planning expertise.