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Lethbridge, AB

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

https://www.availcpa.com/team/lynn-kenler/

Dawn Kennedy, CEA
Ms

Mildmay, ON

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

www.dawnkg.com

Mark Kent, CEA
agent/president

Halifax, NS

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

William Kerr, CEA
Investment Advisor, Office Manager

Bracebridge, ON

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

7056467111

JIM KIBBLE, CEA
Financial Planning Manager

Kitchener, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

2266002984

https://www.eventbrite.ca/e/the-6-buckets-of-estate-planning-dual-will-workshop-tickets-56446350554

Wai-Ke Kim, CEA
VP, Practice Management

Burnaby, BC

Area serviced: Burnaby, BC

4167276538

Hwan Young Kim, CEA
Financial Advisor

Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.
CFP®, CIWM®, CIM®, CEPA®, CEA®, DFSA®, FCSI®
Read more »

Area serviced: Burnaby, BC

6042246555

https://www.edwardjones.ca/ca-en/financial-advisor/hwanyoung-kim

Tom Kimpel, CEA
Certified Financial Planner

Cambridge, ON

Area serviced: Cambridge, ON

519-622-2745

www.ifsplanning.ca

Bruce Kindrat, CEA
CFP

Fort St John, BC

Area serviced: Fort St John, BC

250 785 7575

Susan King, CEA
Director

Lac La Biche, AB

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

Tanya King, CEA
Advisor

Ajax, ON

Area serviced: Ajax, ON; Courtice, ON; Bowmanville, ON; Oshawa, ON; Whitby, ON; Peterborough, ON

9054289996 ext 2238

Desiree King, Lifestyle 55+ Affiliate, RENE, CEA
Broker of Record/Founder

Mississauga, ON

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

https://kingsdownsizing.com/

Elijah Kirchmaier B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA, CEA
Director & Private Wealth Consultant

Calgary, AB

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

www.upfinancial.ca

Dana Klassen, CEA
DSR

Altona, MB

Area serviced: Altona, MB

204-809-0595

Tyler Knibbs, CEA
Financial Advisor

Estevan, SK

Area serviced: Estevan, SK

306-634-4870

Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON

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 anyone who doesn't share your last name! I help set a path for clarity and purpose, and put you on a road that you never want to stop travelling. Live your purpose and honour your dreams! I'm committed. Are you?

Area serviced: Halifax, NS

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 groups, churches and other non-profit organizations with fundraiser sponsorships.

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

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 the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.

Area serviced: Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.

CFP®, CIWM®, CIM®, CEPA®, CEA®, DFSA®, FCSI®

Area serviced: Cambridge, ON

Area serviced: Fort St John, BC

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

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 Executor Services, a resource designed to simplify estate administration and document organization through clear guidance and practical assistance. With 25 years of business and process management experience, combined with my certification as a Certified Executor Advisor, I bring a unique blend of empathy and expertise to every client. My commitment is to help you confidently navigate the complexities of estate settlement, ensuring your loved one's legacy is honored while minimizing stress on you and your family.

Area serviced: Ajax, ON; Courtice, ON; Bowmanville, ON; Oshawa, ON; Whitby, ON; Peterborough, ON

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 goal is to empower families with the expertise and tools they need to make life-changing decisions throughout the downsizing and estate settlement processes.

Area serviced: Calgary, AB

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, insurance proceeds, and inheritances.

He has been ranked as one of Calgary's Best Financial Advisors.

Area serviced: Altona, MB

Area serviced: Estevan, SK