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I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is… Read more »
Area serviced: Waterloo, ON
519-886-4445 x 224
David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities… Read more »
Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC
250-618-0386
Area serviced: Flamborough, ON; London, ON
(519) 474-1783
Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals… Read more »
Area serviced: Edmonton, AB
780-4681667
Area serviced: North York, ON; Toronto, ON; Markham, ON; Richmond Hill, ON
(416) 303-3166
Paul is a Certified Financial Planner professional with over 25 years experience in Wealth Management, Insurance, Tax & Estate Planning. with the following designations: CFP, RHU, CHS, BBA and CEA.
Paul is a member of ADVOCIS / Financial Advisors Association… Read more »
Area serviced: Halifax, NS; Montreal, QC; Toronto, ON; St. John's, LB; Calgary, AB
902-425-3934
 I work with individuals, families, and business owners.  The clients’ needs, goals and financial well being are always first and foremost. This helps attain my clients’ best interests by creating a financial security plan to meet their… Read more »
Area serviced: Pickering, ON
6474061780
As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple:… Read more »
Area serviced: Kelowna, BC
250-575-7350
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement… Read more »
Area serviced: Richmond, BC
7789996868