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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 retiree clients with all oh thier financial, tax, & protection planning. Over the years he continued to expand, learn, and… Read more »
Area serviced: Salmon Arm, BC
250 803-0333
Debbie Hartzman, CFP.CLU.CDFA.TEP.RRC is a senior certified financial advisor, who leads a team of associates who specialize in Tax and Estate planning.  Her many years of working and volunteering in the industry makes her one of the predominant advisors… Read more »
Area serviced: Kingston, ON
We work with Accomplished Entrepenuer's & their families.  Our value proposition is Integrated Wealth Planning.  We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity.   We provide clarity as they understand… Read more »
Area serviced: Mississauga, ON
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
Area serviced: Waterloo, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Norwich, ON; Oxford, ON; St. Catharines, ON; St. Thomas, ON; Stratford, ON; Tillsonburg, ON; Strathroy, ON
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
I help my clients plan for today and also for the future Read more »
Area serviced: Paradise, LB
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
647 228-8820
I am the CEO/President of Limestone Web Solutions.  We help people make technology make sense.  I am also a licensed life agent and accredited CEA.  I live in Kingston with my wonderful wife, Jenna, am a volunteer with the Kingston Walk… Read more »
Area serviced: Kingston, ON; London, ON; Ottawa, ON; Toronto, ON; Belleville, ON; Brockville, ON; Guelph, ON; Trenton, ON; Windsor, ON; Oshawa, ON; Ajax, ON
Work with private investors who have the desire to grow their portfolios and net worth through real estate . Graduated from the University of Toronto with a commerce undergraduate degree. Read more »
Area serviced: Oakville, ON