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Area serviced: Waterloo, ON; Kitchener, ON
Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs. 

We work with strategic… Read more »
Area serviced: Kingston, ON

Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, CLU, RWM, and CEA designations, Jan holds a Bachelor of Education degree, with a double major in mathematics and history, and a… Read more »
Area serviced: Winnipeg, MB
204-987-7777 x 205
Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development… Read more »
Area serviced: Kingston, ON; Smiths Falls, ON
Kearney Funeral Service is a full service funeral home with 4 locations in the lower mainland of British Columbia.  We provide a full compliment of At Need and Pre Need Counselling, Advice and Bereavement Support.
I manage the Pre Need Division… Read more »
Area serviced: Surrey, BC
Rob Gawthrop - President, CFP, CLU, CEA  Rob is a certified financial planner, chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Tune Financial and… Read more »
Area serviced: Surrey, BC; Vancouver, BC; Burnaby, BC; New Westminster, BC; Delta, BC; Calgary, AB; Langley, BC; Abbotsford, BC; Victoria, BC; North Vancouver, BC; White Rock, BC
A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.
Harold has a unique perspective, in that… Read more »
Area serviced: Ottawa, ON

Susan is a Grief Coach, public speaker and author.  Prior to that, she was involved in the Mutual Fund industry for over 15 years.  

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Area serviced: Edmonton, AB; Calgary, AB
Former Chairman of the Auction Marketing Institute, Barry Gordon is CEO of Gordon’s Downsizing and Estate Services. He has been a Transition Specialist for the past 20 years and a REALTOR® since 1978. He has been on several national and provincial… Read more »
Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON
As a principal at Avail LLP in Lethbridge, Alberta, I have over 25 years’ experience in public practice, focusing on Estate Planning as well as personal and estate income tax.  The Estate team at Avail assists clients in developing an Estate Plan… Read more »
Area serviced: Lethbridge, AB
Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn,… Read more »
Area serviced: Salmon Arm, BC; Enderby, BC; Armstrong, BC; Revelstoke, BC; Lumby, BC; Vernon, BC
250 803-0333
From proactive planning to immediate need situations, we offer experience, guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate settlement, Executor advisory, financial planning, taxes, valuations… Read more »
Area serviced: Toronto, ON