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As a professional financial planner I love what I do to help individuals and couples feel good about having a financial plan in place that helps them take control of their money. I have experience helping clients manage cash flow and awareness of unconscious… Read more »
Area serviced: Vernon, BC; Calgary, AB
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
Donald Kuepfer is a financial advisor & insurance broker and is part of the McLaughlin Financial Group out of Listowel, Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course.
Areas of Interest
Investment… Read more »
Area serviced: Harriston, 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; 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