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Area serviced: Calgary, AB
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. … Read more »
Area serviced: Gibsons, BC; Victoria, BC; Sechelt, BC
Area serviced: Toronto, ON; Oakville, ON; Ajax, ON

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
Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON
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
I love people. In fact, my greatest motivation as a financial advisor is using my knowledge to help others succeed.

Getting to know the people I work with and staying connected to them is not only a great joy for me but also a benefit for my clients… Read more »
Area serviced: Port Elgin, ON

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
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

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
Estate planning and compliance has become a significant amount of the work I prepare. Being a manager at Avail LLP I have had the opportunity to learn and grow within our estate group. My goals are to assist clients with estate planning to ensure their… Read more »
Area serviced: Lethbridge, AB; Fort Macleod, AB
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
I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.
I Have a BSc, M.A., and  CPC ( certified preplanning consultant)
I support local community… Read more »
Area serviced: Halifax, NS