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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
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
403-553-0602
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 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
9022370149
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
Life transition specialist. Partner with and help for those in life changes.
CIM®, CEPA®, CEA®
Read more »
Area serviced: Burnaby, BC
6042246555
Area serviced: Fort St John, BC
250 785 7575
I possess over 20 years of experience in the IT field specializing in executive support for members of the accounting, government, legal and pharmaceutical sectors.
My transition into Real Estate was a natural progression, as I have traveled to many… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Brampton, ON; Burlington, ON; Oakville, ON; Milton, ON; Ajax, ON; Pickering, ON; Whitby, ON; Oshawa, ON; Halton Hills, ON; Hamilton, ON; Richmond Hill, ON; Markham, ON
4163338520
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
With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education, as well as… Read more »
Area serviced: Waterloo, ON
519-725-2810
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