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Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Norwich, ON; Oxford, ON; St. Catharines, ON; St. Thomas, ON; Stratford, ON; Tillsonburg, ON; Strathroy, ON
Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to… Read more »
Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON
  Certified / Registered Financial Planner

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Area serviced: Sudbury, ON
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning.  I am a Certified Financial Planner, Chartered Life Underwriter… Read more »
Area serviced: Goderich, ON
Dana is a Certified Financial Planner® with 26 years of financial industry experience.  She partners with her clients in all aspects of Wealth Management.  
The CEA designation allows Dana to provide clients advice based on her broad practical knowledge… Read more »
Area serviced: Delhi, ON
We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers;… Read more »
Area serviced: Calgary, AB
(403) 252-5148

I am a Wealth Advisor with over 35 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
Wealth Advisor - TD Private Wealth Management

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Area serviced: Winnipeg, MB; Brandon, MB; Steinbach, MB; Portage la Prairie, MB
Area serviced: Kitchener, ON
Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm.  Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments… Read more »
Area serviced: Tottenham, ON; Serving most cities in Ontario, ON
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked… Read more »
Area serviced: Dartmouth, NS
Brian S. Horton, BBA, CFP, CSP, CHS, EPC, CEA  
Income & Estate Planning Specialist    

Brian Horton, a financial security advisor and investment representative with Freedom 55 Financial, has had the satisfaction of meeting retirement and estate… Read more »
Area serviced: Peterborough, ON