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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
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
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

A unique career path led Chantal to discover her true passion: helping clients and their loved ones plan for, and deal with, disabilities, incapacity, illness and death. Being a true ‘people person’, she found herself drawn to the areas of wills,… Read more »
Area serviced: Ottawa, ON
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 and my position for work was Associate Director, Planned Giving with the University Hospitals Kingston Foundation. I now am an I dependent Consultant. I helped my donors determine what they want to plan with their Estate… Read more »
Area serviced: Kingston, ON
I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has… Read more »
Area serviced: Oakville, ON
  PROFESSIONAL ASSOCIATIONS Ontario Bar Association, Trusts & Estates Section Chair 2015-16, member at large of Elder Law and Alternative Dispute Resolutions Sections, member at large OBA governing council; Canadian Bar Association Ontario Association… Read more »
Area serviced: Toronto, ON
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK