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Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential… Read more »
Area serviced: Surrey, BC
We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property- empowering them with knowledge and know-how.  We help trustees and attorneys fulfill their responsibilities with tailored, personalized support… Read more »
Area serviced: Etobicoke, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Toronto, ON; Most of Ontario, ON
Area serviced: Winnipeg, MB
204-987-7777 x 205
Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development… Read more »
Area serviced: Kingston, ON; Smiths Falls, ON
Most people are not aware of the responsibilities they face when somebody dies.  With unsurpassed technology, a complex list of tasks is accurately processed and securely transmitted.  We make this as simple as it should have been in the first… Read more »
Area serviced: Calgary, AB; Airdrie, AB; High River, AB; Okotoks, AB
Rob Gawthrop - President, CFP, CLU, CEA  Rob is a certified financial planner, chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Gawthrop Financial,… Read more »
Area serviced: Surrey, BC; Vancouver, BC; Burnaby, BC; New Westminster, BC; Delta, BC; Calgary, AB; Langley, BC; Abbotsford, BC; Victoria, BC; North Vancouver, BC
A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters. Harold has a unique perspective, in that he… Read more »
Area serviced: Ottawa, ON
Servicing Kamloops BC and area.  A Sun Life Financial Advisor since 2007.  Designations, CLU, CFP, CHS, CPCA.  Providing holistic financial planning advice.  Read more »
Area serviced: Kamloops, BC
Susan has been involved in the investment industry for over 10 years and has been a Branch Manager with DW Good Investment Co Ltd since 2011.  Susan is also a certified life coach and public speaker. Read more »
Area serviced: St. Albert, AB; Edmonton, AB
Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process… Read more »
Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Orleans, ON; Gloucester, ON
Former Chairman of the Auction Marketing Institute, Barry Gordon is CEO of Gordon’s Downsizing and Estate Services. He has been a Transition Specialist for the past 20 years and a REALTOR® since 1978. He has been on several national and provincial… Read more »
Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON
I am a partner at a financial planning firm called SagiumWe have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services  Read more »
Area serviced: Calgary, AB
Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn,… Read more »
Area serviced: Salmon Arm, BC
250 803-0333