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1373 Results Found

Russel Jarvis, CEA
Financial Planner

Port Coquitlam, BC Contact

Area serviced: Port Coquitlam, BC

6049103315

Lauren Jeffery, CEA
Solutionist

Toronto, ON Contact

I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.

Around here, we focus on behaviours and feelings… Read more »

Area serviced: Toronto, ON

4167279159

Roy Jenkins, CEA
Mr.

Guelph, ON Contact

Area serviced: Guelph, ON

519-856-9914

Dwayne Johannson, CEA
Advisor

Burnaby, BC Contact

Area serviced: Burnaby, BC

604-340-4724

Rodger Johnson, CEA
Pres

Brantford, ON Contact

Area serviced: Brantford, ON

2264007707

Brent Johnson CFP EPC CHS CEA, CEA
Advisor

Lethbridge, AB Contact

Have a private practice with Sun Life Financial, I have been in business for 37 years all with Sun Life, and have been a member of Advocis for that period of time as well.
I do personal financial planning with a focus on retirement and estate planning.

… Read more »

Area serviced: Lethbridge, AB; Calgary, AB; Fernie, BC; Taber, AB; Cranbrook, BC

403 388 4444

Shelley Johnston, CFP, RRC, EPC, CEA
Senior Wealth Advisor

Whitby, ON Contact

Area serviced: Whitby, ON

905-666-5202

Jenny Jones, CEA
Advisor

London, ON Contact

Area serviced: London, ON

5194349359

Gloria Jones, CEA
President/Owner

Calgary, AB Contact

This is all on my website...
Read more »

Area serviced: Calgary, AB

403-561-0534

Catherine Jones, CEA
Accountant

Gibsons, BC Contact

Area serviced: Gibsons, BC; Victoria, BC; Sechelt, BC

604-840-0707

Trish Jordan, CEA
Wealth Advisor

Vaughan, ON Contact

Area serviced: Vaughan, ON

9056600425

Jonah Kagan, CEA
Financial Advisor

Toronto, ON Contact

Area serviced: Toronto, ON; Oakville, ON; Ajax, ON

4165708108

Bob Kakaflikas, CEA
Wealth Advisor

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

416-875-6021

Xiu Kang, CEA
CFP CEA

Richmond, BC Contact

Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; West Vancouver, BC; Surrey, BC; North Vancouver, BC; Coquitlam, BC

604 992 6192

Grant Karst, CEA
Financial Planner

Regina, SK Contact

Area serviced: Regina, SK

3067575038

Area serviced: Toronto, ON

It took 20 years in the brokerage industry, a masters in counselling and psychology and even a fromager certificate (yes, I love and studied the art of cheese, but don’t ask me to make it!) plus a pandemic to really put my finger on the issue that plagues finance professionals. Your pressures aren’t limited to the market, client goals and brokerage needs. Let’s be honest — life happens. The risks you’re trying to mitigate involve so much more than what your typical CE course addresses. And I’m the kind of person who isn’t afraid of having these weird and difficult conversations (no judgement here!). Which is why, as an educator and mental health professional, I built an entire practice around helping you get through all this funky business.

Let's talk

Area serviced: Guelph, ON

Area serviced: Burnaby, BC

Area serviced: Brantford, ON

Area serviced: Lethbridge, AB; Calgary, AB; Fernie, BC; Taber, AB; Cranbrook, BC

Have a private practice with Sun Life Financial, I have been in business for 37 years all with Sun Life, and have been a member of Advocis for that period of time as well.

I do personal financial planning with a focus on retirement and estate planning.

Area serviced: Whitby, ON

Shelley Johnston has worked in the financial planning industry for more than 20 years and is an advocate for pension plan members. She is a Certified Financial Planner, Registered Retirement Consultant, who holds an Elder Planning Counselor designation. Shelley is also is a member of the Million Dollar Round Table.

Shelley's forte is transforming complex pension and financial situations into easily understandable solutions and ideas (or realities). Shelley has also appeared on TV and radio to provide her unique point of view.

Area serviced: London, ON

Area serviced: Calgary, AB

This is all on my website...

Area serviced: Gibsons, BC; Victoria, BC; Sechelt, BC

I have been working for public CPA firms since 1999. My work has been primarily in small business and taxation. As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates. I have recognized the need for a consultant to advise and pull together all the necessary steps for grieving executors. I am now the manager of the Estates department within James & McIntyre CPAs.

Area serviced: Vaughan, ON

Area serviced: Toronto, ON; Oakville, ON; Ajax, ON

Area serviced: Toronto, ON

Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; West Vancouver, BC; Surrey, BC; North Vancouver, BC; Coquitlam, BC

365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers because “people-oriented” is our philosophy. 365 财富规划公司致力于为有缘朋友提供财富安全，财富增值以及财富传承的金融工具。不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要保障，养老及传承的尽早规划。

Area serviced: Regina, SK

I am an advisor with Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth.