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Everyone has a dream for the future. Realizing your dream is not a matter of luck – it takes long-term planning. Anne’s greatest joy is helping people get to where they want to be by turning plans into peace of mind. She will help you and be with… Read more »
Area serviced: London, ON
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.My investment dealer is… Read more »
Area serviced: Waterloo, ON
519-886-4445 x 224
David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate and personal planning solutions. David is a Chartered Investment Manager (CIM) and a Certified Executor Advisor (CEA). David is also an active member… Read more »
Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC
Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Richmond Hill, ON; North York, ON
(905) 415-2440 ext. 5309
(416) 491-7400 ext. 6263
As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple:… Read more »
Area serviced: Kelowna, BC
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets. Fluent in english mandarin and cantonese.- Financial Planning- Retirement Planning-… Read more »
Area serviced: Richmond, BC
Your business. Your future. My speciality.You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with… Read more »
Area serviced: Vancouver, BC; Burnaby, BC; Coquitlam, BC; Delta, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; Surrey, BC; West Vancouver, BC; White Rock, BC; Abbotsford, BC
604 418 8454
John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT.  After that, he finished his Life License Qualification Program (LLQP) and hired… Read more »
Area serviced: Surrey, BC
CLU, ChFC, CFP, REBC, GBA and now CEAGordon moved to the life insurance industry in 1978 from banking, and was recently recognized for his 40 years of service. Gordon has now retired his life and mutual fund licenses as he transitions to his newest… Read more »
Area serviced: Saskatoon, SK; Calgary, AB; Edmonton, AB; Kelowna, BC; Vancouver, BC
I strive to serve as my clients' chief financial advisor.  I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance.  I obtained my Bachelor of Commerce degree from the… Read more »
Area serviced: Surrey, BC; Vancouver, BC; White Rock, BC
As a life and health insurance adviser I mobilize my clients' assets, human capital and dreams while minimizing risk and worry."Are we being good ancestors?"  J SalkIn Canada, one's estate can only go to family, a charity and /or the government.  Having… Read more »
Area serviced: Kitchener, ON; Brantford, ON; Cambridge, ON