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I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions.Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll… Read more »
Area serviced: Richmond Hill, ON; Toronto, ON; Markham, ON

For over 35 years I have been providing trusted Financial Advice and Planning forRetirementEstatesIncome TaxInvestments More recently I have focused on support for Estate Trustees. Review Services prior to the passing of the testator (Issuer of… Read more »
Area serviced: Toronto, ON; Brampton, ON; Lindsay, ON; Haliburton, ON; Kawartha Lakes (Region), ON; Peterborough, ON
Tony Lambe CEPA, MFA-P
Financial Advisor
Edward Jones
I have been working in Financial Services for 29 years. My clients are primarily retirees and business owners. We discuss Wills and POa's with all our clients and have found the understanding of… Read more »
Area serviced: London, ON
Paul has been in the business since 1982, starting out with one of Canada Read more »
Area serviced: Sarnia, ON
I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time to
understand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them.  I am… Read more »
Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON
Have you just launched your career? Get off to the right start with a solid financial security plan for
today and tomorrow.
I’m here to help you see your financial options without complex jargon – so you have a clear
understanding on how to take… Read more »
Area serviced: Vermilion Bay, ON
I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly,… Read more »
Area serviced: Saskatoon, SK
Area serviced: Edmonton, AB
Area serviced: Etobicoke, ON; Toronto, ON
416-695-8600 Ext 4304
As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under… Read more »
Area serviced: Ottawa, ON
Area serviced: Ottawa, ON; Gatineau, QC