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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

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
Area serviced: Cambridge, ON
5195722594
www.upfinancial.ca
B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including  business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts,… Read more »
Area serviced: Calgary, AB
5873164070
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 
We have a team of Certified Executor Advisors available to support you through the complex administrative… Read more »
Area serviced: Saskatoon, SK
306-500-9625 ext. 704