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As an Estate and Trust Advisor for RBC Royal Trust, I work with individuals, families and businesses to provide customized estate, trust and incapacity solutions.  Whether it is helping someone to settle and estate, establishing a trust to ensure… Read more »
Area serviced: Vancouver, BC; Cache Creek, BC; Cranbrook, BC; Fort St John, BC; Invermere, BC; Kamloops, BC; Kaslo, BC; Kelowna, BC; Kimberley, BC; Kitimat, BC; Lake Country, BC; Lumby, BC; Merritt, BC; Nakusp, BC; Nelson, BC; North Vancouver, BC; Osoyoos, BC; Penticton, BC; Prince George, BC; Prince Rupert, BC; Revelstoke, BC; Richmond, BC; Roberts Creek, BC; Rossland, BC; Salmon Arm, BC; Smithers, BC; Sparwood, BC; Squamish, BC; Terrace, BC; Trail, BC; Vernon, BC; West Kelowna, BC; West Vancouver, BC; Whistler, BC; Williams Lake, BC
Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to… Read more »
Area serviced: Barrie, ON; Alliston, ON; Orillia, ON; Wasaga Beach, ON; Collingwood, ON; Angus, ON; Innisfil, ON; East Gwillimbury, ON
Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a… Read more »
Area serviced: London, ON
P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help… Read more »
Area serviced: Ottawa, ON
Patrizia has been working in the financial industry since 1996.  She earned her Certified Financial Planning Designation in 2006. Patrizia spent  13 years working as a Financial Advisor.  She is currently in Compliance working as a Branch Manager.… Read more »
Area serviced: Markham, ON
Area serviced: Guelph, ON