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As a principal at Avail LLP in Lethbridge, Alberta, I have over 25 years’ experience in public practice, focusing on Estate Planning as well as personal and estate income tax.  The Estate team at Avail assists clients in developing an Estate Plan… Read more »
Area serviced: Lethbridge, AB
4033826800

 I am honoured to introduce to you another way I can serve your family.  
Specifically I can:
"Assist the Testator before the death occurs to organize important papers and ensure that primary and secondary beneficiaries are named on life insurances,… Read more »
Area serviced: Mount Albert, ON; Ajax, ON; East Gwillimbury, ON; Newmarket, ON; Uxbridge, ON; Stouffville, ON; Kawartha Lakes (Region), ON; Markham, ON
306-630-6264
An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions.… Read more »
Area serviced: Vancouver, BC
6045585609
45 years providing life insurance solutions for family and business.  Helping clients achieve retirement goals and providing estate planning assistance.

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Area serviced: Beaverton, ON
705-426-7359
Brenda has worked in the financial industry for 38 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients Peace… Read more »
Area serviced: Bedford, NS
902-497-9622
Regional Manager, TD Wealth Financial Planning.  Manage team of Financial Planning Professionals in Mississauga, Ontario who work closely with their clients to create custom Financial Plans.
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Area serviced: Niagara-on-the-Lake, ON
6473887526
Green and Company’s Professional Accountants offer a comprehensive range of services to help you manage your finances with ease. In addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning.… Read more »
Area serviced: Cambridge, ON
5196217822
Meet Taylor GreeneReal estate has always been part of my life.
I grew up in a family of Realtors, so conversations about homes, negotiations, and helping people move through life's biggest milestones were part of everyday life. Long before I became… Read more »
Area serviced: Toronto, ON; Pickering, ON; Ajax, ON; Whitby, ON; Oshawa, ON; Scarborough, ON; Bowmanville, ON; Bracebridge, ON; Barrie, ON; Brampton, ON; Courtice, ON; Huntsville, ON; Kawartha Lakes (Region), ON; Markham, ON; Durham, ON; Metro Toronto, ON; Peterborough, ON; Keswick, ON; Mississauga, ON; Cobourg, ON
6472815411
Self employed fee-only financial advisor for over 30 years.  I have held the CFP and R.F.P. designations for 27 and 28 years respectively 
I am a former owner of a fee-only financial advisory firm and we prepared approx 400 personal T1 tax… Read more »
Area serviced: North Vancouver, BC; West Vancouver, BC; Vancouver, BC
7788332263
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
2502639809
I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of proper… Read more »
Area serviced: Thornhill, ON
905-881-9060