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For over 35 years I have been providing trusted Financial Advice and Planning forRetirementEstatesIncome TaxInvestments More recently I have focused on support for Estate Trustees. Review Services prior to the passing of the testator (Issuer of… Read more »
Area serviced: Toronto, ON; Brampton, ON; Lindsay, ON; Haliburton, ON; Kawartha Lakes (Region), ON; Peterborough, ON
416-886-1555
I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time to
understand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them.  I am… Read more »
Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON
8072272950
Have you just launched your career? Get off to the right start with a solid financial security plan for
today and tomorrow.
I’m here to help you see your financial options without complex jargon – so you have a clear
understanding on how to take… Read more »
Area serviced: Vermilion Bay, ON
807-227-2950
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