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As a Pre-planning Consultant and accomplished author on Estate and Bereavement matters my passion is to design and present custom-made educational workshops that help testators and executors be prepared before and after a death occurs in the settling… Read more »
Area serviced: Guelph, ON; Toronto, ON; Ottawa, ON; London, ON; Muskoka (Region), ON; Waterloo (Region), ON; Niagara, ON; Trenton, ON
Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc.  In order to better serve his clients he has obtained his Elder Planning Counsellor… Read more »
Area serviced: London, ON; Guelph, ON
Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.  Barbara is passionate about working with families and family business owners.  She belongs to a network of like-minded professionals… Read more »
Area serviced: Castlegar, BC; Nelson, BC; Trail, BC; Penticton, BC; Edmonton, AB
Since 2005, Greg has lent his business and financial expertise to assist clients and their families in setting a financial vision for their families. Greg is ranked in the top 1% of financial services professionals worldwide as recognized by the Million… Read more »
Area serviced: Kelowna, BC; Vernon, BC; West Kelowna, BC; Penticton, BC; Lumby, BC; Lake Country, BC; Kamloops, BC
250-860-6403 ext 2249
Area serviced: London, ON
Ron Malis B.A., B.Ed., M.B.A., a Toronto-based Financial Advisor, works almost exclusively with parents who have children with disabilities.  In addition to assisting families with their overall financial objectives, he helps families navigate government… Read more »
Area serviced: Toronto, ON
The role of Executor is often thought of as a position of “honour".  Most people who accept the role of Executor do so without fully comprehending what will be required of them.  Being appointed as an Executor of a Will has a great deal of… Read more »
Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Milton, ON; Toronto, ON
(905) 330-3798
Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.As a Certified Executor Advisor,… Read more »
Area serviced: Toronto, ON; Hamilton-Wentworth, ON; Welland, ON; Niagara Falls, ON; St. Catharines, ON
416 259 9378
I own an independent Financial Planning firm. I am a licensed insurance broker and a Registered Dealing Representative in the Exempt Markets. Read more »
Area serviced: Calgary, AB; Airdrie, AB