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How do you spend your play cheque? Show me your dream board and I'll show you how to reach your dreams. As both a Certified Financial Planner (CFP) and Certified Cash Flow Specialist (CCS) I work with families to achieve their financial dreams. By… Read more »
Area serviced: Vernon, BC; Calgary, AB
Donald Kuepfer is a financial advisor & insurance broker and is part of the McLaughlin Financial Group out of Listowel, Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course. Areas of InterestInvestment… Read more »
Area serviced: Listowel, ON
519 418 0413 / 519 778 9994
We are financial advisors for mature individuals and their families.  We created the Life Advocate Program, designed to help manage the finances and health of an aging person. Read more »
Area serviced: Flamborough, ON; Burlington, ON; Hamilton-Wentworth, ON
A financial advisor for over 20 years, PJ is dedicated to helping clients achieve their investment goals. His attention to detail, tenacity and willingness to help identify goals and potential obstacles makes him a trusted resource for his clients. Read more »
Area serviced: Toronto, ON; Stirling, ON
Advising Clients for 30 years in all areas of Financial Planning. Specialize in Retirement and Tax and Estate Planning for individuals and families.Also able to sell and service many types of Life Insurance. Read more »
Area serviced: Thunder Bay, ON
Jason Laidler has been a leader in the financial planning industry for almost two decades!  He takes the role of 'advisor' very seriously and has very little patience for those advisors who do not.   He is a former member of the board of the Canadian… Read more »
Area serviced: Queensville, ON; Aurora, ON; Newmarket, ON; Georgina, ON; Uxbridge, ON; East Gwillimbury, ON
As a Wealth Advisor with TD Wealth Private Wealth Management, I am supported by the significant resources of TD Bank Group who can provide customized wealth management and banking solutions for select groups of clients and their families with tailored… Read more »
Area serviced: Kelowna, BC; Vernon, BC; Penticton, BC
I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time tounderstand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them.  I am… Read more »
Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON
Have you just launched your career? Get off to the right start with a solid financial security plan fortoday and tomorrow.I’m here to help you see your financial options without complex jargon – so you have a clearunderstanding on how to take control… Read more »
Area serviced: Vermilion Bay, ON