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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 PlanningTax… Read more »
Area serviced: Harriston, ON
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
Over the last 5 years I have had the opportunity to build and grow my career in a way that has allowed me to engage in a field I am truly passionate about. I enjoy meeting and working along side my members to establish and create a financial plan that… Read more »
Area serviced: Bonnyville, AB
Rick has over 25 years experience in helping clients. At RLA Financial, we believe that all success in Life comes from the conviction to “Design Your One Life, Your Way” to provide: CLARITY of Your Financial Life, Financial STABILITY and, A LEGACY… Read more »
Area serviced: St. Thomas, ON; London, 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
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