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Elaine Lozinski is a Final Affair consultant, speaker and author who strives to bring clarity to the overwhelming world of final affairs.  Her company, Just in Case: Final Affair Arrangements uses a practical approach for getting affairs in order,… Read more »
Area serviced: Saskatoon, SK; Regina, SK; Prince Albert, SK; Yorkton, SK; Kindersley, SK; Calgary, AB; Edmonton, AB
(306)280-4559
Jonathan Luesby is a trusted Independent Wealth Manager.  He holds a B.Com from U Ottawa and has the Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute designations.  He is a licensed Investment… Read more »
Area serviced: Ottawa, ON
613-837-3694
Building net worth:I know how important it is to build your wealth soyou can enjoy life’s priorities and achieve your visionfor the future. Working together we can developinnovative strategies to help grow your net worth byidentifying which credit… Read more »
Area serviced: Windsor, ON
5199722107
Lisa has been a financial coach and planner for over 20 years and is passionate about helping families & small businesses create financial clarity and fund their dreams. 
She is the owner of Ellements Financial Group, helping clients of all ages with… Read more »
Area serviced: Cochrane, AB
4038750123

Amy leads Hummingbird Lawyers Wills & Estates practice, bringing more than 20 years of experience in Wills and Estates to Hummingbird Lawyers.
A Boston native, Amy has worked with a wide range of families regarding difficult pre and post-death… Read more »
Area serviced: Vaughan, ON; Toronto, ON
9057311911
I strive to serve as my clients' chief financial advisor. 
I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance.  I obtained my Bachelor of Commerce degree from the University of… Read more »
Area serviced: Surrey, BC; Vancouver, BC; White Rock, BC
604-535-7005
Investment advisor with over 30 years of experience. CPCA and just recently added the end of life dhuoula designation. Very focused on taking care of seniors.
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Area serviced: Alexandria, ON
613-525-3737
Lianne is a founding partner at this award winning British Columbia solicitor's firm.  Her main focus is acting for Executors of Estates, including real estate sales. Excellence and care for her clients means:
* careful listening, coupled with a friendly… Read more »
Area serviced: Sidney, BC; Saanichton, BC
250-656-3280

Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc.  In order to better serve his clients he has obtained his Elder Planning Counsellor… Read more »
Area serviced: London, ON; Guelph, ON
519-690-1113
Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.  
Barbara is passionate about working with families and family business owners.  She belongs to a network of like-minded professionals… Read more »
Area serviced: Castlegar, BC; Nelson, BC; Trail, BC; Penticton, BC; Edmonton, AB
250-608-3900
Extensive experience of 15 years providing holistic financial advice to clients as an Advisor with Sun Life.  June 2021 I made a difficult decision to leave that role and and took several months to determine what my next challenge was going to be. 
Education… Read more »
Area serviced: Halifax, NS; Dartmouth, NS
9024492676
Since 2005, Greg has lent his business and financial expertise to assist clients and their families in setting a financial vision for their families. Greg is ranked in the top 1% of financial services professionals worldwide as recognized by the Million… Read more »
Area serviced: Kelowna, BC; Vernon, BC; West Kelowna, BC; Penticton, BC; Lumby, BC; Lake Country, BC; Kamloops, BC
778-760-2200