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Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm that specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and provides tax and estate… Read more »
Area serviced: Kingston, ON
6135446544
As an Elder Planning Counselor and Certified Financial Planner, Léony’s approach is to educate and assist retirees and seniors to simplify their season of life, by providing clients with the information, choices and tools needed to make wise… Read more »
Area serviced: Burlington, ON; Waterdown, ON
905-632-9900
905-690-5041
As an associate lawyer at Gowling WLG, Alex’s primary focus is on estate planning and administration. Alex assists clients with both corporate and personal succession planning, working to give effect to clients’ wishes while minimizing estate administration… Read more »
Area serviced: Hamilton, ON
9055402499
Please visit our short video on Youtube by searching Richard Demers - Demers and Associates Privatewealth Management.  We are a total solution practice assisting individuals with substantial resources in financial planning and estate planning. Read more »
Area serviced: Edmonton, AB
780 509-0300
Richard Desjardine has been involved in the financial services industry since 2005 and has held the position of Vice President of Development for the Canadian Institute of Certified Executor Advisors since 2011. He has been actively involved in orchestrating… Read more »
Area serviced: Peterborough, ON; Ajax, ON

CFP, EPC, CHS, CLU, CCSLife insuranceDisability InsuranceCritical Illness InsuranceGroup InsuranceHealth InsuranceInvestmentsEstate PlanningSuccession Planning Read more »
Area serviced: Owen Sound, ON
5194161600
Daniel Dessureault joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is responsible for the provision of value-added services and leading edge insurance solutions to financial advisors working in the business owner, family enterprise… Read more »
Area serviced: Toronto, ON; Burlington, ON; Oakville, ON
437-999-3902
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and  estate planning.  Read more »
Area serviced: Kingston, ON; Brockville, ON
6133847511
Personal financial planner c/w investments, estate planner, personal tax prepDesignationsChartered Financial Planner, Elder Planning Counselor (EPC)  Certified Executor Advisor (CEA) Read more »
Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON
519 623 6792
Been with Investors Group for past 11 years. The last 8 years as Regional Director for IG in st . Johns , NL Stepped out of Regional Director role in May 2017 to concentrate on building my book of business specializing in high net worth clients. My… Read more »
Area serviced: St. John's, LB
7097395315
Tania Dupuis is a graduate of Simon Fraser University and is currently a candidate member of the Appraisal Institute of Canada. She has been working with S. Rayner and Associates, Appraisers & Consultants since January of 2018. Her job description… Read more »
Area serviced: Kingston, ON; Belleville, ON; Prince Edward, ON; Brockville, ON; Gananoque, ON; Loyalist Township, ON; Lennox-Addington, ON; Elgin, ON; Howe Island, ON
613-384-8921
Suzanne has been the driving force behind the business for over 12 years now.  Building a team of strong partners to assist families, business owners and their staff with their financial situations. We offer knowledge and expertise with insurance… Read more »
Area serviced: Maple Ridge, BC
6044661046
In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian… Read more »
Area serviced: Guelph, ON
519.823.1297
I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management… Read more »
Area serviced: Toronto, ON; Etobicoke, ON; Mississauga, ON; Oakville, ON; Richmond Hill, ON; Markham, ON; North York, ON
4165649745
416-564-9745