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I am a passionate Family Business Advisor and Mediator.  An estate transforms into a Family Business when the last surviving parent passes and now we have a business with partners who need the guidance and advice to execute the final wishes of their… Read more »
Area serviced: Dundas, ON
As an award winning Certified Financial Planner, I help clients get more out of their finances, so they can get more out of life. I provide customized financial guidance in the following six key areas: Estate Planning, Tax Planning, Insurance Planning,… Read more »
Area serviced: Kitchener, ON
Donald Kuepfer is an investment fund advisor & insurance broker and is part of the Investia Financial Services Inc. out of Milverton Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course. In addition he has… Read more »
Area serviced: Milverton, ON
519 778 9994
We are financial advisors for mature individuals and their families.  We created the Life Advocate Program, designed to help manage the finances and health of an aging person.

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Area serviced: Waterdown, ON; Burlington, ON; Hamilton-Wentworth, ON
Area serviced: Toronto, ON; Stirling, ON
Area serviced: Markham, ON; Addison, ON
905 707 1027
Rick has over 30 years experience in helping clients.

At RLA Financial, we believe that all success in Life comes from the conviction to “Design Your One Life, Your Way” to provide: CLARITY of Your Financial Life, Financial STABILITY and, A… Read more »
Area serviced: St. Thomas, ON; London, ON
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: Thornhill, ON; Toronto, ON; Richmond Hill, 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