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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
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
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
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
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
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
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
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
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… Read more »
Area serviced: Surrey, BC
We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property- empowering them with knowledge and know-how.  We help trustees and attorneys fulfill their responsibilities with tailored, personalized support… Read more »
Area serviced: Etobicoke, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Toronto, ON; Most of Ontario, ON