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Area serviced: Winnipeg, MB
204-987-7777 x 205
Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs. We work… Read more »
Area serviced: Kingston, ON
6135307258
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
613-384-7511
Kearney Funeral Service is a full service funeral home with 4 locations in the lower mainland of British Columbia.  We provide a full compliment of At Need and Pre Need Counselling, Advice and Bereavement Support.I manage the Pre Need Division for… Read more »
Area serviced: Surrey, BC
604-312-9799
Rob Gawthrop - President, CFP, CLU, CEA  Rob is a certified financial planner, CEAN.ca 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
604-538-0404
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
6132334474
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
250-574-8055
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
780-460-9599
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
6135420963
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
4032324582
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
I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.  Read more »
Area serviced: Clinton, ON
519-482-5840 Ext 1
From proactive planning to immediate need situations, we offer experience, guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate settlement, Executor advisory, financial planning, taxes, valuations… Read more »
Area serviced: Toronto, ON
416-423-6386