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Cory Edwards, CEA

Branch Manager

Waterloo, ON Contact

Area serviced: Waterloo, ON

5198867882

Douglas Edwards, CEA

President

Kitchener, ON Contact

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON

519-496-8255

Donna Fergusson, Candidate

Regional Director

Surrey, BC Contact

Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates… Read more »

Area serviced: Surrey, BC

604-679-9991

Letitia Fluit, CEA

Wealth Advisor

Ancaster, ON Contact

Area serviced: Ancaster, ON

905-648-2425

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 work… 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

Lynne Fyke, Candidate

Founder

Calgary, AB Contact

Most people are not aware of the responsibilities they face when somebody dies. With unsurpassed technology, a complex list of tasks is accurately processed and securely transmitted. We make this as simple as it should have been in the first… Read more »

Area serviced: Calgary, AB; Airdrie, AB; High River, AB; Okotoks, AB

4038264286

Nathan Gatt CEA, CEA

Wealth Advisor

St. Catharines, ON Contact

Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON

9054017738

Chris Geldert, CEA

Tax & Estate Planning Specialist

Calgary, AB Contact

Area serviced: Calgary, AB

4036208534

Harold Geller, CEA

BA, LLB, CEA

Ottawa, ON Contact

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 he… Read more »

Area serviced: Ottawa, ON

6132334474

Jeff Gingerich, Candidate

Sales Representative

Kitchener, ON Contact

My Core ValuesTo always live by the "Get By Giving" philosophy.To always make my client's #1 goal, my #1 goal.To always live up to my standards despite temptations to lower them.To always be willing to work toward a common good.To always do what I say… Read more »

Area serviced: Kitchener, ON; Waterloo, ON; Cambridge, ON; Guelph, ON

5195054488

Susan Glover, CEA

Branch Manager

St. Albert, AB Contact

Susan has been involved in the investment industry for over 10 years and has been a Branch Manager with DW Good Investment Co Ltd since 2011. Susan is also a certified life coach and public speaker. Read more »

Area serviced: St. Albert, AB; Edmonton, AB

780-460-9599

Steve Gobel, CEA

Senior Financial Consultant

Ottawa, ON Contact

Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Orleans, ON; Gloucester, ON

613-798-7700

Barry Gordon, CEA

CRTS, CES, AARE, CEA

Kingston, ON Contact

Area serviced: Kingston, ON; Toronto, ON

6135420963

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON

Area serviced: Surrey, BC

Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.

Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.

I am a Certified Senior Advisor and LLQP licensed.

Area serviced: Ancaster, ON

Letitia began her career in the financial industry working as a part-time student in 1998. Over the years she has filled many roles in the industry, and has obtained an MBA at McMaster University. She loves engaging students while teaching select business courses at a local university and has extended the love of teaching to her clients, educating them and encouraging them to build their dreams.

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: Calgary, AB; Airdrie, AB; High River, AB; Okotoks, AB

Most people are not aware of the responsibilities they face
when somebody dies. With unsurpassed
technology, a complex list of tasks is accurately processed and securely
transmitted. We make this as simple as
it should have been in the first place.

Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON

I have been serving the communities in the Golden Horseshoe and Niagara region as a trusted wealth-building professional for over 16 years. I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with my clients to develop investment/insurance and related wealth management solutions that reflect the complete financial sensibilities and values of each client.

When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Wealth Advisor, we are known as the planning and protection office of the golden horseshoe. We possess specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation and estate situations. In effect, I am a resource that can help my clients to both build and retain their wealth.

I attended Brock University. I then continued my educational and professional development through working towards the prestigious designation of CFP Certified Financial Planner currently. In 2007, I was recognized as one of Niagara's Top Forty under 40 Business Achievement Award winners. I am very involved in the community sitting on various boards such as Epilepsy Niagara, Family and Children’s Services (FACS) and Wigs for Kids.

To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Technical Analysis Course, Conduct and Practices Handbook, Wealth Accumulation and Estate Planning Courses, and Life License Qualification Program.

With the assistance of various partners and very knowledgeable support staff we strive to provide the highest level of service to our clients and pride ourselves on the relationships we have created. Please Contact us at 289 362 2764 to be introduced to our relaxed, flexible approach and environment.

Nathan

Area serviced: Calgary, AB

Area serviced: Ottawa, ON

Harold has a unique perspective, in that he represents both advisors and their clients. On the one hand, he advises stockbrokers, mutual fund representatives, insurance agents and financial planners (and their respective corporate entities) on liability, compliance, regulatory, errors and omissions insurance and commercial issues. On the other hand, he sues stockbrokers, mutual fund representatives, insurance agents and financial planners to recoup client losses arising from advisor negligence or to recover life insurance, annuities and disability benefits when insurers fail to pay claims.

Harold is a well-known financial industry commentator, a continuing education provider for various insurers, investment and mutual fund dealers, and financial industry licensing organizations. He is a co-administrator of www.foradivsorsonly.com. He is a member of the Financial Planners Standards Council's committee reviewing FPSC's Standards and Ethics. He has been a consultant to the Advocis Best Practices Committee, is a member of the Best Practices Committee for Advocis's Ottawa Chapter and sits on the OSC Investor Advisory Panel.

Harold is also a member of Conference of Advanced Life Underwriting Associate Member and a member of the Financial Planning Standards Council. He is an elected council member of the Canadian Bar Association Ontario and the Regional Representative on the Ontario Bar Association's Class Action Section Executive Committee. He is a member numerous legal associations, including the County of Carleton Law Association.

Harold obtained his Bachelor of Arts from Queen's University, and his law degree from Dalhousie Law School. He was called to the Ontario Bar in 1993.

Area serviced: Kitchener, ON; Waterloo, ON; Cambridge, ON; Guelph, ON

My Core Values

To always live by the "Get By Giving" philosophy.

To always make my client's #1 goal, my #1 goal.

To always live up to my standards despite temptations to lower them.

To always be willing to work toward a common good.

To always do what I say I will do, sometimes more, just never less.

Area serviced: St. Albert, AB; Edmonton, AB

Susan has been involved in the investment industry for over
10 years and has been a Branch Manager with DW Good Investment Co Ltd since
2011.

Susan is also a certified life coach and public speaker.

Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Orleans, ON; Gloucester, ON

Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process and a personal financial plan that touches on all their financial needs. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.

Area serviced: Kingston, ON; Toronto, ON

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 boards in Canada and the USA. He is a founder of MaxSold, an event based online auction company that caters to the needs of seniors downsizing and estate trustees. In 1991, he co-wrote and taught “Certified Estate Specialist”, the first course in the area of estate transitions. Gordon’s Downsizing and Estate Services Ltd. Brokerage’s has an exclusive contract to teach the Certified Relocation & Transition Specialist (CRTS™) course in Canada.