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Executor support either proactively to document and communicate information for your Financial Power of Attorney and Executor or reactively when your Power of Attorney or Executor are fulfilling their responsibilities.  I have an EPC designation and… Read more »
Area serviced: Etobicoke, ON
I am a financial advisor and portfolio manager primarily servicing high net worth families and business owners. My practice is focused on assisting clients through complex transitions such as major asset sales or purchases, retirement, and estates. I… Read more »
Area serviced: Vancouver, BC
Independent Senior Financial Advisor under Experior Financial Services in the Cold Lake and area. Experior Financial Group offers a diverse selection of brokered insurance coverages including UL, Term, Disability, Critical Illness, Permanent Life Insurance,… Read more »
Area serviced: Cold Lake, AB; Bonnyville, AB
How do you spend your play cheque? Show me your dream board and I'll show you how to reach your dreams. As both a Certified Financial Planner (CFP) and Certified Cash Flow Specialist (CCS) I work with families to achieve their financial dreams.… Read more »
Area serviced: Vernon, BC; Calgary, AB
Donald Kuepfer is a financial advisor & insurance broker and is part of the McLaughlin Financial Group out of Listowel, Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course. Areas of InterestInvestment… Read more »
Area serviced: Listowel, ON
519 418 0413 / 519 778 9994
We are financial advisors for mature individuals and their families.  We created the Life Advocate Program, designed to help manage the finances and health of an aging person. Read more »
Area serviced: Flamborough, ON; Burlington, ON; Hamilton-Wentworth, ON
Advising Clients for 30 years in all areas of Financial Planning. Specialize in Retirement and Tax and Estate Planning for individuals and families.Also able to sell and service many types of Life Insurance. Read more »
Area serviced: Thunder Bay, ON
Jason Laidler has been a leader in the financial planning industry for almost two decades!  He takes the role of 'advisor' very seriously and has very little patience for those advisors who do not.   He is a former member of the board of the Canadian… Read more »
Area serviced: Queensville, ON; Aurora, ON; Newmarket, ON; Georgina, ON; Uxbridge, ON; East Gwillimbury, ON