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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
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 Team iTech.  We help people make tech 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 for ALS and… 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
I've been in the Financial Services industry since 1998, and have advanced my education to acquire CFP, (Certified Financial Planner) CLU (Chartered Life Underwriter), CHS (Certified Health Specialist), CFDS  (Certified Financial Divorce Specialist)… Read more »
Area serviced: Kitchener, ON
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'm a CPA and CFP with over 20 years experience in financial services.I currently manage a client base of 450 families, acting in an advisory and consultancy role. Read more »
Area serviced: Listowel, ON
My name is Zoë MacKenzie. I am an Independent Consultant who is a qualified Certified Professional Consultant on Aging (CPCA) and a Certified Executor Advisor (CEA) My expertise is with Planned Giving. I help my clients determine whether they want… Read more »
Area serviced: Kingston, ON