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1531 Results Found
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
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

I am a Financial Security Advisor living in the Ottawa region. Since 2008, I was fortunate to help many families and business protect their assets, estates, and income.  In 2019 I completed the Canadian Initiative for Elder Planning Studies (EPC)… Read more »
Area serviced: Embrun, ON; Gatineau, QC; Ottawa, ON; Orleans, ON; Russell, ON; Gloucester, ON; Cumberland, ON; Winchester, ON
6138633278
David is the Founding Partner & CEO of Rockmoor Wealth Management. Rockmoor Wealth Management specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®,… Read more »
Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC
250-618-0386