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As a Trust Officer for RBC Royal Trust, I work with individuals, families and businesses to provide customized estate, trust and incapacity solutions.  Whether it is helping someone to settle and estate, establishing a trust to ensure the successful… Read more »
Area serviced: Vancouver, BC
Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to… Read more »
Area serviced: Barrie, ON; Alliston, ON; Orillia, ON; Wasaga Beach, ON; Collingwood, ON; Angus, ON; Innisfil, ON; East Gwillimbury, ON
I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner).  I provide advice for a fee.  In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and… Read more »
Area serviced: Vancouver, BC
Ian received his JD from Queen's University Faculty of Law in 2013 and was called to the Ontario Bar in 2014.  Ian has practised tax law since his call to the Bar.  Ian has a varied practice which includes tax litigation, personal and business tax… Read more »
Area serviced: Toronto, ON
Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a… Read more »
Area serviced: London, ON
P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help… Read more »
Area serviced: Ottawa, ON
Jaimie is an Associate Financial Advisor with Co-operators, where she focuses on investments, insurance, & advice. Jaimie’s a driven advisor who loves the opportunity to use her knowledge and experience to discover opportunities to enhance a client’s… Read more »
Area serviced: Sudbury, ON; Blind River, ON; Espanola, ON; Midland, ON; North Bay, ON; Sturgeon Falls, ON

Financial ConciergeTM-Daily Money Manager, Power of Attorney, Estate Administrator
As a Financial Concierge, I perform day to day money management services* for those who can’t, don’t or shouldn’t. I assist older… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Oakville, ON; Brampton, ON; Burlington, ON
Patrizia has been working in the financial industry since 1996.  She earned her Certified Financial Planning Designation in 2006. Patrizia spent  13 years working as a Financial Advisor.  She is currently in Compliance working as a Branch Manager.… Read more »
Area serviced: Markham, ON