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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
C-Suite executive with a thorough understanding of the financial service and funeral industry.  Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales,… Read more »
Area serviced: Toronto, ON

I am an advisor with Sun Life Financial.  I am a licensed life agent and accredited C.E.A.  I live in Kingston with my wonderful wife, Jenna, my 2 year old dog, Hartley McDougall and my 6 year old Bichon-Frise dog named Bentley Leonard. I am an active… Read more »
Area serviced: Kingston, ON; Ottawa, ON; Ottawa-Carleton, ON; Manotick, ON
(613) 545-9660
Heidi Foshay Kimball holds a Bachelor of Arts (B.A.) from St. Mary’s University and graduated from Dalhousie Law School in 1989. She articled and practiced with Derrick J. Kimball in Wolfville and was appointed by Public Prosecution Service of Nova… Read more »
Area serviced: Wolfville, NS

I've been a financial advisor for the past 40 years. My focus is creating financial plans for my clients. My areas of specialty include retirement planning, investments and estate planning. My credentials include CFP, CLU, CHFC, RRC, CEA and MTS. 
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Area serviced: Edmonton, AB; Calgary, AB; Ft. Saskatchewan, AB; Sherwood Park, AB; Spruce Grove, AB; St. Albert, AB; Stony Plain, AB; Wetaskiwin, AB; Strathcona County, AB; Airdrie, AB
I am the president and CEO of an early stage startup company designing and building systems to help families more effectively transfer wealth from one generation to the next.

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Area serviced: North Vancouver, BC
Tim Lau demonstrates "To do or not to do"  by comparing  with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live… Read more »
Area serviced: Richmond, BC; Vancouver, BC
+16042780122 ext 106
we have an average size practice with 4 advisors and 2 full time assistants
geographically we cover a territory from elliot lake to 
thunder bay 

we have a wide range of clients , but are looking to be the added resource clients are looking… Read more »
Area serviced: Sault Ste. Marie, ON
My name is Christine, my educational background is as an Insurance Advisor I then changed careers to become a Thanadoula - End of Life Care Midwife, which I went to school for as well as through the Funeral Director course.  I am currently the Manager… Read more »
Area serviced: Toronto, ON
As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and… Read more »
Area serviced: Kingston, ON; Belleville, ON; Peterborough, ON; Brockville, ON
I am a Real Estate Broker and I own the Burlington Branch of Davenport Realty.  We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, I have just published my first book 'Selling your… Read more »
Area serviced: Burlington, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Oakville, ON; Stoney Creek, ON; Waterdown, ON; Milton, ON; Glanbrook, ON; Grimsby, ON
905 320 8306