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Maria's personal area of expertise is working with Canadians who are looking for retirement income strategies. With over 20 years experience in the financial services industry, Maria is dedicated to seeking out the best insurance solutions and investment… Read more »
Area serviced: Airdrie, AB; Red Deer, AB; Edmonton, AB; Cochrane, AB; Okotoks, AB; Olds, AB; Carstairs, AB; Camrose, AB; Didsbury, AB
Family run Financial services office - 
CFP in office
Personal Income Taxes 
Elder Planning Designated 
Banking/Lending Needs 
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Area serviced: London, ON
Adriann received a diploma in Hotel & Restaurant Administration in 1998 and spent the next ten years working in the hospitality industry throughout Alberta and Saskatchewan. In 2009, she became a certified bookkeeper and has many business clients throughout… Read more »
Area serviced: Prince Albert, SK
I am a Lawyer based out of St. John's, Newfoundland & Labrador practicing in various areas of law including Wills & Estates.  I offer my services to executors as agent for executors.

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Area serviced: St. John's, LB
Alexa Loo has been providing trustee services since 2015, specializing in trusts for disabled beneficiaries.  Ensuring client centred, proper care and careful management, Alexa treats all of her clients like family.
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Area serviced: Richmond, BC
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with… Read more »
Area serviced: Vancouver, BC; Burnaby, BC; Coquitlam, BC; Delta, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; Surrey, BC; West Vancouver, BC; White Rock, BC; Abbotsford, BC
604 418 8454

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
Jonathan Luesby B Com, CFP®, CIM®, FCSI®, CEA®,
is a trusted Independent Wealth Manager.  He holds a B.Com from U Ottawa and has the Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Certified… Read more »
Area serviced: Ottawa, ON
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
I'm a retired public service manager with a business background (MBA). Being an executor myself I wanted to educate myself on this tedious process and found that it can get complicated very quickly. My goal is to help others through this process at various… Read more »
Area serviced: Merrickville, ON; Kemptville, ON; Smiths Falls, ON
John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT.  After that, he finished his Life License Qualification Program (LLQP) and hired… Read more »
Area serviced: Surrey, BC
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