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I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly,… Read more »
Area serviced: Saskatoon, SK
3062601356
Area serviced: Edmonton, AB
780.289.4226
CFP®, FCSI, FCUIC, RRA, RIS


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Area serviced: Chatham-Kent, ON
519-436-4590
Area serviced: Etobicoke, ON; Toronto, ON
416-695-8600 Ext 4304
As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under… Read more »
Area serviced: Ottawa, ON
888.829.8362x203
Area serviced: Ottawa, ON; Gatineau, QC
613-247-3230
Envisioning your retirement is your job. Helping you create a plan to get there is mine.Whether it's taking that dream vacation or buying a lake home for you and your family toenjoy, I want to know what's important to you. I will use my established process… Read more »
Area serviced: Pitt Meadows, BC
6044657941

Personal profile“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”
So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try… Read more »
Area serviced: Kingston, ON
6134843583

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