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Dickie Lam, CEA
Partner

Richmond, BC

Area serviced: Richmond, BC

6046496830

Douglas Lamb CPA, CA, CFP, EPC, MBA, CEA
Principal

Toronto, ON

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

Amanda Lambert, CEA
Funeral Director

Barrhead, AB

Area serviced: Barrhead, AB

780-294-9181

Paul Lane, CEA
V.P. Investment Advisor

Sarnia, ON

Paul has been in the business since 1982, starting out with one of Canada Read more »

Area serviced: Sarnia, ON

519-381-3965

Debbie Lang, CEA
Certified Financial Planner

Vermilion Bay, ON

Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON

8072272950

Emma Lang, CEA
Financial Security Advisor

Vermilion Bay, ON

Area serviced: Vermilion Bay, ON

807-227-2950

Marc LaPointe, CEA
Certified Financial Planner

Saskatoon, SK

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

Joyce LaRosa, CEA
Financial Advisor

Toronto, ON

Area serviced: Toronto, ON

226-830-0950

B.A.M. Larson, CEA
Mr.

Edmonton, AB

# Read more »

Area serviced: Edmonton, AB

780.289.4226

W.A. (Bill) Latimer, CEA
Partner

Winnipeg, MB

Area serviced: Winnipeg, MB

204-942-6895

Tyler Latour, CEA
Wealth Management Advisor

Chatham-Kent, ON

CFP®, FCSI, FCUIC, RIS

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Area serviced: Chatham-Kent, ON

519-436-4590

Annie Lau, CEA
Partner

Richmond, BC

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Area serviced: Richmond, BC

7788939937

Stephanie Lavallee, CFP, RRC, CEA
Financial Consultant

Etobicoke, ON

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Area serviced: Etobicoke, ON; Toronto, ON

416-695-8600 Ext 4304

Pam Lavers, CEA
Advisor/ Partner

Calgary, AB

Area serviced: Calgary, AB

4036060439

Corinne Lavictoire, CEA
Founder and CEO

Ottawa, ON

Area serviced: Ottawa, ON

888.829.8362x203

Area serviced: Toronto, ON; Brampton, ON; Lindsay, ON; Haliburton, ON; Kawartha Lakes (Region), ON; Peterborough, ON

For over 35 years I have been providing trusted Financial
Advice and Planning for

Retirement
Estates
Income Tax
Investments

More recently I have focused on support for Estate
Trustees.
Review Services prior to the passing of the testator (Issuer
of the Will)

Documentation of all relevant information
People to contact
Bank & Investment Account details
Professional Advisor details
Review of the Will with the Testator and the Executor or
Executrix
Optional Distribution calculations with current figures
like a Fire Drill)

Services after the passing of the testator (Issuer of the
Will)

Review of the Will with the Executor or Executrix
Document all components of the estate
Preparation of Probate Application if applicable
Collection of data and preparation of Estate Financial
Calculations

My Educational Credentials

CA, CPA Chartered Accountant
CFP Certified
Financial Planner
CEA Certified Executor Advisor
EPC Elder Planning Counsellor

I encourage you to contact me for a no-cost no-obligation
initial consultation by calling, emailing, or booking an appointment online.

Area serviced: Barrhead, AB

As a dedicated funeral director, I take pride in providing compassionate and meticulous service to families during some of life's most difficult moments. With a keen eye for detail and a love for challenges, I ensure that every arrangement is handled with the utmost care and respect. Living in the peaceful countryside, I’m able to offer a calm and comforting presence, helping people feel at ease during a time of uncertainty. My commitment to supporting families goes beyond just the logistics; it’s about creating a compassionate, dignified experience for each individual and their loved ones.

Area serviced: Sarnia, ON

Paul has been in the business since 1982, starting out with one of Canada

Paul’s team is made up of Matthew Lane who joined TD Wealth in February of 2018 and Annette Balog who has been working with Paul for over 20 years. The team’s Mission is to provide clients with sound investment and financial planning advice while adhering to the core values of honesty, integrity and family. Our vision is to assist families in navigating the complex landscape of financial, tax, and estate planning services. We take a holistic approach to your financial affairs based upon a comprehensive analysis of your individual situation; matching your goals and investment time horizons to the appropriate investment vehicles. Our overall emphasis and expertise with our clients is tax and estate planning.

Area serviced: Vermilion Bay, ON; Dryden, ON; Fort Frances, ON; Kenora, ON; Ear Falls, ON; Red Lake, ON

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 now better able to assist my clients with the many questions that arise if they are required to carry out the responsibilities as an Executor/Executrix. I am also able to sit down with clients and their families to help them implement Estate Planning. Through hard work and persistence I am driven to provide strategies to assist my clients in developing a sound financial plan to help them make informed choices when faced with life’s inevitable changes.

I can help you plan to live the life you want with the
resources you already have. Whatever your needs, working with a CFP professional is a crucial step in helping you ensure your current and future financial well-being.

Being born and raised in Northwestern Ontario I understand
the challenges that people face living in a small rural community. Having had 25 years of experience in the financial services industry provides me with even more opportunities to assist my clients with every aspect of their
financial planning.

Area serviced: Vermilion Bay, ON

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 control of your future.
Whether you’re saving for a down payment to buy your first home, a trip around the world, or the
freedom to stop working entirely, I can help you develop a custom financial security plan to put you
on the right track toward financial independence. Contact me today.

Area serviced: Saskatoon, SK

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, identify the right tools, strategies and products to maximize their wealth potential.

My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.

In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.

In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.

In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.

In 2016, I completed the Canadian Securities Course with honours.

In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.

Area serviced: Toronto, ON

Area serviced: Edmonton, AB

I am an independent business and financial advisor.

Area serviced: Winnipeg, MB

Area serviced: Chatham-Kent, ON

CFP®, FCSI, FCUIC, RIS

Area serviced: Richmond, BC

Currently more focused on Estate Planning.

Area serviced: Etobicoke, ON; Toronto, ON

Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning. Located in Etobicoke at the 427 and Bloor.

Area serviced: Calgary, AB

Area serviced: Ottawa, ON

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 my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.

I'm here if you encounter any estate related questions/situations that you may be unsure of. Feel free to share them with me and I promise to return with succinct and easy to understand answer.

I look forward to connecting and helping you support the families you serve.