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Jeanni Guenther, CEA
Family Service Councillor

Spruce Grove, AB Stony Plain, AB Leduc, AB Barrhead, AB Contact

Jeanni Guenther - Certified Executor Advisor
Family Service Counselor at Dignity Memorial
With over a decade of experience in pre-need planning and aftercare, I am passionate about guiding families through one of the most important and sensitive journeys… Read more »

Area serviced: Spruce Grove, AB; Barrhead, AB; Beaumont, AB; Camrose, AB; Drayton Valley, AB; Edmonton, AB; Ft. Saskatchewan, AB; Leduc, AB; Legal, AB; Morinville, AB; Onoway, AB; St. Albert, AB; Stony Plain, AB

780-906-5521

James P. Gunn, CFP, RRC, CPCA, RWM, CEA
President

Burlington, ON Contact

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

naval k gupta, CEA
Mr

Brampton, ON Contact

# Read more »

Area serviced: Brampton, ON

9057991035

Akshit Gupta, CPA, CEA
Accountant

Vancouver, BC Contact

Working with The Jim Pattison Group as a Tax Specialist with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice (KPMG) where I performed finalization of accounts, research, tax return preparation… Read more »

Area serviced: Vancouver, BC; Langley, BC; Burnaby, BC

(250)-979-7174

Terry N. Gwilliam, FMA, FCSI, CEA, CEA
Founding Partner

Nanaimo, BC Contact

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

2502021127

Gary Hagel, CEA
Lawyer, Mediator

Richmond, BC Contact

I am a mediator and lawyer, with 23 years of litigation experience. In addition to practising estate administration and estate litigation, I have a experience in several other areas of law, including Occupiers Liability, Employment Law and Real Estate… Read more »

Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; Surrey, BC; Squamish, BC; Delta, BC

604-231-5105

Max Hahne, CEA
Broker, Engel & Völkers Collingwood, Owen Sound, Muskoka Real Estate

Collingwood, ON Owen Sound, ON Contact

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.
… Read more »

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

705-441-5800

Barbara Haines, CEA
Financial Advisor

Wasaga Beach, ON Contact

# Read more »

Area serviced: Wasaga Beach, ON; Collingwood, ON; Brantford, ON; Ingersoll, ON; Paris, ON; Simcoe, ON; Fernie, BC; Saint-Antoine, NB

7054466125

Katie Hamalainen, CEA
Manager Member Services

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204-9584117

Linda Hamilton, CEA
Ms

Kitchener, ON Contact

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Area serviced: Kitchener, ON

5194048247

Justin Hamilton, CEA
President

Kitchener, ON Kitchener, ON Contact

Area serviced: Kitchener, ON

5192427284

Nadine Hammerton, CEA
Financial Associate

Woodstock, ON Contact

Area serviced: Woodstock, ON

5194211197

Roderick Hammond, CEA
Consultant

Milton, ON Contact

Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON

905-878-2700

Anne Hammond, CEA
Financial Advisor

Vancouver, BC Contact

Area serviced: Vancouver, BC

604-732-6551

Jane Handforth, CEA
Senior Financial Associate

Victoria, BC Contact

Jane Handforth, LLQP, CEA
An insurance broker with a holistic approach to your finances, utilizing insurance as the foundation to protect your assets and investments.

Simplifying the complex, empowering families through education to make informed… Read more »

Area serviced: Victoria, BC

778-884-6881

Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, 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 tax
efficiency leaving them with predictable and sustainable results.

Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.).

As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.

Let us put your mind at ease. We have the solutions to meet your unique needs.

Area serviced: Brampton, ON

Have been doing personal and business taxes for the last 25 years and have been into mortgage and insurance industry since 2005 as well which makes me feel comfortable that I am well suited and ready to help clients in that Field.

Area serviced: Vancouver, BC; Langley, BC; Burnaby, BC

Designations - CPA, EPC, FMVA, CBCA, CMSA, CEA

*Views expressed are my own.

Area serviced: Nanaimo, BC

Having worked in the industry since 1985, Terry’s comprehensive understanding of the financial advisory sector ensures he creates maximum value and product choice for his clientele across Canada.

A Fellow of the Canadian Securities Institute (FCSI) since 2008, Terry received his Financial Management Adviser (FMA) designation in 2006, along with the completion of Professional Financial Planning, Securities, Ethics, and Conducts & Practices studies. Terry is also a Certified Executor Advisor (CEA).

Away from Rockmoor, Terry is an active leader in his local community, having served as a Director of the Campbell River Community Foundation and the Campbell River and Kamloops Rotary Clubs.

Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; Surrey, BC; Squamish, BC; Delta, BC

I hold the Qualified Mediator (Q.Med) designation through the Alternative Dispute Resolution Institute of Canada. I am also a member of Mediate BC's Associate Civil Roster.

I provide compassionate and realistic advice, representation and mediation.

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.

“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.

I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.

“I want the very best for the people who put their trust in me”

Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.

Max’s certifications and expertise include;

International Property Specialist

Resort and Second-Home Property Specialist

Seniors Real Estate Specialist

Area serviced: Wasaga Beach, ON; Collingwood, ON; Brantford, ON; Ingersoll, ON; Paris, ON; Simcoe, ON; Fernie, BC; Saint-Antoine, NB

Dedicated to helping my clients and their families reach their financial goals and providing knowledge and the means to protect them and their families futures.

Area serviced: Winnipeg, MB

Area serviced: Kitchener, ON

I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.

Area serviced: Kitchener, ON

Justin has been in the financial services industry since 2004 and during that time has held many different positions all the way from working in the mail room Financial Horizons (a life insurance brokerage) to owning and operating a successful financial planning practice, Hamilton Financial Inc. Justin successfully sold Hamilton Financial in 2017 but continued to practice financial planning in addition to holding the position of Sales Director for all Southwestern Ontario for Financial Horizons.

Justin is a Certified Financial Planner and looks to offer clients sound financial planning advice with a goal of providing peace-of-mind to his clients with a strong focus on risk management, retirement and estate planning needs. Justin graduated from the University of Western Ontario with a degree in Sociology. Justin has a post-graduate certificate in Professional Financial Services from Fanshawe College. Along with having his life insurance licence and full securities licence, Justin has earned his Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC) designations.

Justin is an avid sports fan who loves to attend, watch and play many different sports throughout the year including hockey, skiing and golf to name a few. If you do not find Justin in the gym by 7am he is more than likely at the family cottage on Georgian Bay.

Area serviced: Woodstock, 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 the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner.

Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON

Area serviced: Vancouver, BC

Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
investment assets.

Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.

Area serviced: Victoria, BC

Jane Handforth, LLQP, CEA

An insurance broker with a holistic approach to your finances, utilizing insurance as the foundation to protect your assets and investments.

Simplifying the complex, empowering families through education to make informed decisions about legacy planning.

Offering a complete range of insurance and investments.