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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… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; West Vancouver, BC; Surrey, BC; North Vancouver, BC; Coquitlam, BC
604 992 6192
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… Read more »
Area serviced: Regina, SK
3067575038
Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON
705-325-7743
Henry Katz  MBA, P.ADM, CFP, RFP, FCIS, CEA
Henry Katz has over 35 years experience between accounting and the financial services sector.
Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum… Read more »
Area serviced: Toronto, ON
416-733-0499

I joined financial and insurance industry in 2014. I also provide strategic leadership to the advisory team at my business with a focus on best practices for wealth management, insurance protection and estate planning.
I am also actively involved… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Delta, Vancouver, BC; Kamloops, BC; Kelowna, BC; Langley, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Penticton, BC; Port Coquitlam, BC; Port Moody, BC; Richmond, BC; West Kelowna, BC; West Vancouver, BC; Whistler, BC; White Rock, BC; Coquitlam, BC
604-600-2101
Bonita Jane Kee ensures that clients are taken care of in an honest, efficient and prompt manner. I bring a vast amount of knowledge; as prior to being an investment fund advisor and insurance agent my previous experience included being on the management… Read more »
Area serviced: Vancouver, BC; Richmond, BC
6048898741

I believe in a holistic approach to clients’ finances, helping create the right balance. For over 20 years, I’ve enjoyed getting to know my clients and helping them make sense of their goals and objectives. And, as life changes, so does our journey… Read more »
Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON
613-398-1394
CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future.  I care more about you, than… Read more »
Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON
226-840-3295
I hold a bachelor's degree in Criminology and Sociology from MacEwan University in Alberta. I have a strong background in customer service, problem-solving, and analytics. 
I am responsible for coordinating all of Butler Wills and Estates Consulting… Read more »
Area serviced: St. John's, LB
709-221-5511
Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON
7056467111
I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of… Read more »
Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON
2266002984
Area serviced: Fort St John, BC
250 785 7575