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Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.Listening to and understanding your life goals are hallmarks of the current success of my… Read more »
Area serviced: Brandon, MB; Kenora, ON
204-578-5500
Area serviced: Kitchener, ON; Waterloo, ON; Cambridge, ON
519-569-8800
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially… Read more »
Area serviced: Innisfil, ON; Barrie, ON; Alliston, ON
416-988-0763
With over 12 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.My commitment to continuous education has earned me… Read more »
Area serviced: Ajax, ON
9054306105
I am an independent, certified financial planner since 1992. I was a public accountant (chartered accountant) prior to moving into personal financial planning.    I have earned the following designations: Certified Financial Planner (CFP), Chartered… Read more »
Area serviced: Whitby, ON
416 805-3320
I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE  PLANNING.I LOVE HELPING PEOPLE  MAKE  WISE FINANCIAL DECISIONSI LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE Read more »
Area serviced: Windsor, ON
519 978 9600
inside sales rep. We work as the distribution network between financial advisors and retail clients.  Read more »
Area serviced: Vancouver, BC
604.638.3079
Some clients have complex estate planning situations due to their unique circumstances.  This course has given me the tools to better assist executors to understand their role and responsibility when this duty comes into effect. It also highlights the… Read more »
Area serviced: Lansdowne, ON; Belleville, ON; Brockville, ON; Gananoque, ON
613-766-0427
Area serviced: Winnipeg, MB
204 947-5555
Beginning a career in consumer finance in 1974 Ian's first 7 years learning why many people struggle with money. In 1987 Ian joined a life insurance firm to learn more about estate planning and investments. Later mutual funds were added. In 1994 Ian… Read more »
Area serviced: Kamloops, BC
250-374-7772
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
3069564956
I have been an advisor in the financial Service industry since 1997. I am a Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executors Advisor (CEA).My firm, To Educate… Read more »
Area serviced: Waterloo, ON; Kitchener, ON; Cambridge, ON; Guelph, ON; Waterloo (Region), ON; Wellesley, ON; Woolwich, ON
519-498-8326