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I have been in the financial services industry since 1992 and a Certified Financial Planner® professional since 1998. Although I have worked in the industry through various mutual fund dealerships I joined Sterling Mutuals Inc. because of the independence… Read more »
Area serviced: St. Catharines, ON; Grimsby, ON; Niagara, ON; Thorold, ON; Welland, ON
My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd.  I began my career in estate administration working with my father who practised law for over 50 years!  Although my Law Clerk Certification provided a great basis for estate… Read more »
Area serviced: Toronto, ON
Dual licensed investment/insurance advisor. I hold myself out through the financial planning subsiduary of our local credit union. Read more »
Area serviced: Prince George, BC
I've been working in this industry for 31 years starting  with Sun Life Financial.  Currently,  I work with an MGA,  Bridgeforce, for all products connected with personal insurance including Life, Disability, and Critical Illness.  I also have… Read more »
Area serviced: Waterloo, ON
(519) 746-4205
Area serviced: Verner, ON; Sudbury, ON
705 919-4337
I am a real estate appraiser preparing appraisals for many purposes such as estate settling, divorce, government seizures, relocations, capital gains, dispute resolutions, presale consultations,  MPAC challenges, Power of Sale and financial mortgaging. … Read more »
Area serviced: Ottawa, ON
Area serviced: Calgary, AB
Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals.   I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years I have… Read more »
Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC
416-695-8600 E: 4245
Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy… Read more »
Area serviced: Oshawa, ON; Ajax, ON; Port Hope, ON; Cobourg, ON; Lindsay, ON; Markham, ON; Pickering, ON; Scarborough, ON; Scugog, ON; Toronto, ON; Uxbridge, ON; Metro Toronto, ON; Whitby, ON
Over 30 years ago, a passion to empower others through improving their financial health led me to pursue a career in financial services. Today, at Interior Savings my focus is to guide and support those navigating the many challenges of… Read more »
Area serviced: Kelowna, BC