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Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON
I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of… Read more »
Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON
Area serviced: Fort St John, BC
250 785 7575
Area serviced: Edmonton, AB
Overseeing the financial affairs of business owners. Read more »
Area serviced: Calgary, AB
With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.My commitment to continuous education, as well as completion… Read more »
Area serviced: Waterloo, ON
Executor support either proactively to document and communicate information for your Financial Power of Attorney and Executor or reactively when your Power of Attorney or Executor are fulfilling their responsibilities.  I have an EPC designation and… Read more »
Area serviced: Etobicoke, ON
Independent Senior Financial Advisor under Experior Financial Services in the Cold Lake and area. Experior Financial Group offers a diverse selection of brokered insurance coverages including UL, Term, Disability, Critical Illness, Permanent Life Insurance,… Read more »
Area serviced: Cold Lake, AB; Bonnyville, AB; St. Paul, AB