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Full service family focused wealth management team providing personalized financial solutions to busy families.  Visit our website at www.keillandassociates.ca


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Area serviced: Carleton Place, ON; Brockville, ON; Kanata, ON; Kemptville, ON; Nepean, ON; Smiths Falls, ON; Perth, ON; Ottawa-Carleton, ON; Arnprior, ON
6132538934

I believe in a holistic approach to clients’ finances, helping create the right balance. For over 20 years, I’ve enjoyed getting to know my clients and helping them make sense of their goals and objectives. And, as life changes, so does our journey… Read more »
Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON
613-398-1394
Estate planning and compliance has become a significant amount of the work I prepare. Being a manager at Avail LLP I have had the opportunity to learn and grow within our estate group. My goals are to assist clients with estate planning to ensure their… Read more »
Area serviced: Lethbridge, AB; Fort Macleod, AB
403-553-0602
CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future.  I care more about you, than… Read more »
Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON
226-840-3295
I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.
I Have a BSc, M.A., and  CPC ( certified preplanning consultant)
I support local community… Read more »
Area serviced: Halifax, NS
9022370149
Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON
7056467111
I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of… Read more »
Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON
2266002984
Life transition specialist. Partner with and help for those in life changes.
CIM®, CEPA®, CEA®, DFSA®, FCSI®
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Area serviced: Burnaby, BC
6042246555
Area serviced: Fort St John, BC
250 785 7575


Losing a loved one is never easy, and managing their estate during a time of grief can feel overwhelming. Having experienced this firsthand, I understand the need for compassionate, expert support. This personal experience inspired me to found TeamUp… Read more »
Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB
780-977-3674


As the REALTOR® & Broker of Record of King's Downsizing & Estate Services Brokerage, I am the founder and visionary expert, combining a unique blend of knowledge, compassion, and foresight that sets me apart in the real estate field. My… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Brampton, ON; Burlington, ON; Oakville, ON; Milton, ON; Ajax, ON; Pickering, ON; Whitby, ON; Oshawa, ON; Halton Hills, ON; Hamilton, ON; Richmond Hill, ON; Markham, ON
888-834-8520
www.upfinancial.ca
B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including  business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts,… Read more »
Area serviced: Calgary, AB
5873164070
Area serviced: Chatham-Kent, ON
5193510101