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With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates &… Read more »
Area serviced: Markham, ON
6476387892

Over thirty five years of progressive experience in proactive public and private sector organizations. Fluently bilingual senior executive having advanced strategic, leadership and visionary prowess with extensive experience in shaping culture, managing… Read more »
Area serviced: Cornwall, ON
613-851-1025
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

I am a Financial Security Advisor living in the Ottawa region. Since 2008, I was fortunate to help many families and business protect their assets, estates, and income.  In 2019 I completed the Canadian Initiative for Elder Planning Studies (EPC)… Read more »
Area serviced: Embrun, ON; Gatineau, QC; Ottawa, ON; Orleans, ON; Russell, ON; Gloucester, ON; Cumberland, ON; Winchester, ON
6138633278
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 30 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