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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
You have dreams and financial goals as individual as you are.
At MBI Financial, we are dedicated to the financial security of our clients to support these goals and have been for over 35 years.
Whether this means retirement or investment planning… Read more »
Area serviced: Ridgetown, ON; Chatham-Kent, ON
I am an Estate and Trust Advisor with RBC Royal Trust. I can discuss estate settlement, trustee services, trust structures, executor services and other specialized services.

I have been helping clients with estates for 15 years.
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Area serviced: Edmonton, AB