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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
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON
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
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… Read more »
Area serviced: Ancaster, ON
Area serviced: Winnipeg, MB
204-987-7777 x 205
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
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
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
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.… Read more »
Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON
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
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
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
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… Read more »
Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Orleans, ON; Gloucester, ON