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CFP, R.F.P.,CEA
  Certified / Registered Financial Planner

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Area serviced: Sudbury, ON
705-523-2795
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning.  I am a Certified Financial Planner, Chartered Life Underwriter… Read more »
Area serviced: Goderich, ON
5195245591
We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers;… Read more »
Area serviced: Calgary, AB
(403) 252-5148

I am a Wealth Advisor with over 35 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
905-707-5003
Wealth Advisor - TD Private Wealth Management


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Area serviced: Winnipeg, MB; Brandon, MB; Steinbach, MB; Portage la Prairie, MB
240-988-2756
Area serviced: Kitchener, ON
519-747-0058
Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm.  Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments… Read more »
Area serviced: Tottenham, ON; Serving most cities in Ontario, ON
905-936-5200
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked… Read more »
Area serviced: Dartmouth, NS
9024657005
Brian S. Horton, BBA, CFP, CSP, CHS, EPC, CEA  
Income & Estate Planning Specialist    

Brian Horton, a financial security advisor and investment representative with Freedom 55 Financial, has had the satisfaction of meeting retirement and estate… Read more »
Area serviced: Peterborough, ON
7057616645
I am a freelance Paralegal with over 26 years experience.  I have a passion for guiding families and friends when a loved one has passed.   My goal is to ease the burden and help executors navigate their way through the administration… Read more »
Area serviced: Ardrossan, AB
7809206962

Lisa A. Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial planner in 2020.Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor),… Read more »
Area serviced: Toronto, ON
416825-4839
I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning… Read more »
Area serviced: Kingston, ON; Ottawa, ON
6135471554
I am a Partner/Owner of Exit Savvy.  We simplify estate management by  providing  practical products  and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney.
Our workbooks include:  Personal Estate… Read more »
Area serviced: Calgary, AB
4038163361
Area serviced: Paradise, LB
709-757-4223