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Shelley Johnston has worked in the financial planning industry for more than 20 years and is an advocate for pension plan members. She is a Certified Financial Planner, Registered Retirement Consultant, who holds an Elder Planning Counselor designation.… Read more »
Area serviced: Whitby, ON
This is all on my website... Read more »
Area serviced: Calgary, AB
Area serviced: Mississauga, ON; Toronto, ON; Oakville, ON; Ajax, ON
Wealth Advisor Read more »
Area serviced: Toronto, ON
I am an owner of Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer… Read more »
Area serviced: Regina, SK
Our team of dedicated professionals follow a goals-based financial planning process that assists us to help our clients realize their personal and business goals. We are a fee-based practice utilizing low-cost investment solutions. Read more »
Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON
Henry Katz P.ADM, CFP, RFP, FCIS, CEAHenry Katz has over 35 years experience between accounting and the financial services sector.Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum designer and the… Read more »
Area serviced: Toronto, ON
Are you overwhelmed by the myriad of products, services and processes that need to be taken when it comes to growing and protecting your financial Wealth.  Do you have an Estate Plan in  place or being contemplated?  As a Chartered Life Underwriter,… Read more »
Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON
Starting in 1985 in a career at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future.  I care more about you than anyone who doesn't… Read more »
Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON
Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON
I am a chartered accountant, chartered life underwriter and trust and estate practitioner. I provide estate planning services on a fee for service basis from modest estate plans to very complex estate plans. I am the inventor of "financial cartography"… Read more »
Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON