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Owen Sound, ON Contact

CFP, EPC, CHS, CLU, CEA
Life insurance
Disability Insurance
Critical Illness Insurance
Group Insurance
Health Insurance
Investments
Estate Planning
Succession Planning

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Area serviced: Owen Sound, ON

5194161600

Joseph Ditzend, CEA

Proprietor

Cambridge, ON Contact

Personal financial planner c/w investments, estate planner, personal tax prep
Designations
Chartered Financial Planner, Elder Planning Counselor (EPC) Certified Executor Advisor (CEA)

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Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON

519 623 6792

Paul Doyle, Candidate

Senior Consultant

St. John's, LB Contact

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.… Read more »

Area serviced: St. John's, LB

7097395315

David Dryburgh, CEA

Investment Advisor, Insurance Advisor

St. Thomas, ON Ailsa Craig, ON Contact

Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON

519-631-4724
519-200-5664

Tania Dupuis, CEA

Candidate Member of the AIC

Kingston, ON Contact

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 Durnan, Candidate

President/ Owner

Maple Ridge, BC Contact

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

Sonia Egey-Samu, CEA

Retirement Tax & Estate Planning

St. Albert, AB Contact

Sonia Egey-Samu is a Retirement Tax & Estate Planner with Clarity Wealth Counsel in Campbell Business Park, St. Albert. Her company has been awarded Top Wealth Advisory Team in St.Albert for the past two years.
She is an active member of the Edmonton… Read more »

Area serviced: St. Albert, AB; Edmonton, AB; Stony Plain, AB; Spruce Grove, AB

780-418-6900

Fisher Fisher, CEA

Financial Advisor

Prince Albert, SK Contact

Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing her university… Read more »

Area serviced: Prince Albert, SK; Saskatoon, SK

306-763-8383

Rennie Fisher, Candidate

President

Newmarket, ON Contact

Area serviced: Newmarket, ON

4164178797

Nancy Fox, CEA

Senior Financial Consultant

Waterloo, ON Contact

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Area serviced: Waterloo, ON

5198862360

Jan Fraser, CEA

Senior Planner

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204-987-7777 x 205

Ian Fraser, Candidate

Legacy Advisor

Kingston, ON Contact

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… Read more »

Area serviced: Kingston, ON

6135307258

Gordon French, CEA

Financial Planner

Kingston, ON Contact

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

613-384-7511

Mike Garisto, CEA

Manager Pre Need

Surrey, BC Contact

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

604-312-9799

Rob Gawthrop, CEA

Owner

Surrey, BC Contact

Rob Gawthrop - President, CFP, CLU, CEA Rob is a certified financial planner, CEAN.ca chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Gawthrop Financial, and with… 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

6042406157

Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON

Personal financial planner c/w investments, estate planner, personal tax prep

Designations

Chartered Financial Planner, Elder Planning Counselor (EPC) Certified Executor Advisor (CEA)

Area serviced: St. John's, LB

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 current boom is $73M. I have a BA and MBA

Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON

Work with clients to identify goals which will then provide the outline for the implementation of the financial plan. Provide investment solutions that offer clients a comprehensive, fully diversified portfolio encompassing mutual funds, exchange traded funds, stocks, bonds, and GICs. Ensure investment recommendations are suitable and align with client’s financial goals, objectives and risk tolerance. Respond to client requests, inquiries, and concerns promptly and efficiently. Preparing, analyzing, and presenting reports and recommendations. Adhere to regulatory policies by staying up to date with all industry rulings and practices through continuing education. Beyond the investments, review and implement tax strategies, net worth and cash flow planning, risk management planning and estate planning to create an individualized financial plan.
iA Private Wealth is a trademark and business name under which iA Private
Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian
Investor Protection Fund and the Investment Industry Regulatory
Organization of Canada. Insurance products provided through [iA Private
Wealth Insurance / iA Private Wealth Insurance Agency]. Action Financial Group is a personal
trade name of Karin Rimnyak.

Area serviced: Kingston, ON; Belleville, ON; Prince Edward, ON; Brockville, ON; Gananoque, ON; Loyalist Township, ON; Lennox-Addington, ON; Elgin, ON; Howe Island, ON

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 has included assisting in all types of residential appraisals including assignments dealing with estate, litigation, and mortgage work. S. Rayner and Associates has been in business for over 35 years providing comprehensive appraisal work in the residential, commercial and industrial fields.

Area serviced: Maple Ridge, BC

Simplified is a financial services business, dedicated to sharing our truth with everyone, and with a caring heart, you can be assured that we will be with you every step of the way

Area serviced: St. Albert, AB; Edmonton, AB; Stony Plain, AB; Spruce Grove, AB

Sonia Egey-Samu is a Retirement Tax & Estate Planner with Clarity Wealth Counsel in
Campbell Business Park, St. Albert. Her company has been awarded Top Wealth Advisory Team in St.Albert for the past two years.

She is an active member of the Edmonton Estate Planning Council (EEPC), Entrepreneurs Organization (EO), and President of the Certified Executor Advisors Network (CEAN) chapter in Edmonton. Professional designations include Financial Planner (PFP), Chartered
Investment Manager (CIM), and Fellow of the Canadian Securities Institute
(FCSI).

Sonia's area of specialization is Retirement Tax & Estate Planning and has been helping Albertan's retire since 2004. A passionate family woman, Sonia lives and works in St.Albert with her husband and daughter.

Area serviced: Prince Albert, SK; Saskatoon, SK

After completing her university education, Shannen lived and worked in South Korea from 2003 to 2005. During that time, she traveled and worked in various countries and cities, and has many interesting stories to share.

She started her career in financial services in 2007 with Sun Life Financial where she was the Long-Term Care Insurance Specialist. From there, she moved to CIBC Imperial Service where she worked as a Financial Advisor for high net worth clients serving the Prince Albert and La Ronge branches. In 2010, she moved to Thierman Financial, where she handled insurance, investments and lending products with a focus on educating and advising clients to help them meet their goals. In 2020, Shannen decided to forge out on her own and opened Prairie Lily Financial.

She received her Certified Financial Planner (CFP) designation in 2013, her Certified Executor Advisor (CEA) designation in 2016. She is a member of Advocis, the Financial Advisors Association of Canada, the Betty-Ann Heggie Womentorship Program and the International Society of Female Professionals.

Shannen has been the recipient of numerous awards, including the Manulife Bank President Award 2011 (#3 in Canada), and various BOB Awards. Currently she is recognized as a top advisor with Canada Life.

Shannen is proud to be a donor of the Prince Albert Mobile Crisis Unit and Sexual Assault Center. Previously, she sat on various boards, including Habitat for Humanity, Prince Albert affiliate, and the Canadian Cancer Society, Prince Albert unit.

In her spare time, Shannen enjoys traveling, reading, yoga, gardening, rowing and spending time with her fiancée, Dan, and their pets.

Area serviced: Newmarket, ON

Area serviced: Waterloo, ON

Area serviced: Winnipeg, MB

Area serviced: Kingston, 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 donors. We function as a comprehensive gift planning outsource service for small-to-medium sized charitable organizations. We support the planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.

Area serviced: Kingston, ON; Smiths Falls, ON

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 of your comprehensive plan. Together as a team, through understanding your unique needs, identifying your goals, and addressing your questions, the process of building the foundation of your customized financial plan is set in motion.

As a respected professional with more than 30 years' experience in the financial services industry, Gordon's advisory expertise and customized planning for his clients have created the cornerstone of his success. Gordon is recognized by his clients as an individual who possesses exceptional listening skills, presents all options, builds on facts, is realistic, family oriented, and demonstrates a high degree of integrity. He is a life long learner and continues his education through seminars, conferences, print media, internet resources, money manager symposia, personal development, professional development, and collaboration with his colleagues.

Area serviced: Surrey, BC

I manage the Pre Need Division for Kearney Funeral Service throughout the company network. I have proudly been connected to Kearney’s for over 40 years through being a customer and now as a valued member of their team of talented, compassionate advisors.

Area serviced: Surrey, BC; Vancouver, BC; Burnaby, BC; New Westminster, BC; Delta, BC; Calgary, AB; Langley, BC; Abbotsford, BC; Victoria, BC; North Vancouver, BC

Rob Gawthrop - President, CFP, CLU, CEA

Rob is a certified financial planner, CEAN.ca chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Gawthrop Financial, and with over 30 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band) a husband of 36 years and the father of four grown daughters.