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Ottawa, ON Contact

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

613-798-7700

Barry Gordon, CEA

CRTS, CES, AARE, CEA

Kingston, ON Contact

Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON

6135420963

John Guderyan, Candidate

partner

Calgary, AB Contact

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

Steven J Hammer, Candidate

CLU

Salmon Arm, BC Contact

Area serviced: Salmon Arm, BC

250 803-0333

W JOHN HARRIS CFP, CLU, CHFC, Candidate

President

Peterborough, ON Contact

Area serviced: Peterborough, ON

705-760-9748

Debbie Hartzman, CEA

owner

Kingston, ON Contact

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

613-634-1323

Tim Haunn, CEA

Founding Advisor

Mississauga, ON Contact

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

905-821-8224

William Glenn Hayter, Candidate

President

Clinton, ON Contact

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

Tracy Heath, CEA

Regional Investment Sales Manager

Waterloo, ON Contact

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

519-532-6538

Tracy Henderson, CEA

Financial Services Officer

Moncton, NB Contact

Area serviced: Moncton, NB

506-853-8881

Jim Hingley CPA CEA, CEA

Heritage Estate Services

Toronto, ON Contact

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

Wanda Howlett, CEA

CFP1

Paradise, LB Contact

I help my clients plan for today and also for the future Read more »

Area serviced: Paradise, LB

709-757-4223

Herb Huck, CEA

President

Toronto, ON Contact

Area serviced: Toronto, ON

647 228-8820

Matthew Irvine, CEA

CEO/President

Kingston, ON Contact

Area serviced: Kingston, ON; London, ON; Ottawa, ON; Toronto, ON; Belleville, ON; Brockville, ON; Guelph, ON; Trenton, ON; Windsor, ON; Oshawa, ON; Ajax, ON

6138762500

Diljeet Jandu, Candidate

Portfolio risk specialist

Oakville, ON Contact

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

4165620333

Area serviced: Kingston, ON; Toronto, ON; Ottawa, 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 boards in Canada and the USA. He is a founder of MaxSold, an event based online auction company that caters to the needs of seniors downsizing and estate trustees. In 1991, he co-wrote and taught “Certified Estate Specialist”, the first course in the area of estate transitions. Gordon’s Downsizing and Estate Services Ltd. Brokerage’s has an exclusive contract to teach the Certified Relocation & Transition Specialist (CRTS™) course in Canada.

Area serviced: Calgary, AB

I am a partner at a financial planning firm called Sagium

We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services

Area serviced: Salmon Arm, BC

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 develop more efficient and effective ways to help his clients. In early 2017 he strated the quest to find brttrr investment solutions, in 2018 Steve created SWP SAFE Wealth Planners Inc. he still maintains 50% ownership in saf where he runs the AGA business and puts his segregated funds, life insurance, and other protectoon business through. All of the planning and private wealth business is flowed through SWP as a fee for service offering. Steve is called in by other producers and a few accounting firms to help structure corporate and succession plans. Steve gets fired up when hecan help find solutions that are simple and work for his and others clients.

Area serviced: Peterborough, ON

Area serviced: Kingston, ON

President of the Estate Planning Council for three terms, one of the first financial planners to achieve the Trust and Estate Planner designation and now, Certified Executor advisor.

Whether you're an executor who needs support in settling an estate or a settlor who wants their estate to move smoothly to the beneficiaries, her process and support is second to none.

Along with a chosen team of supporting professionals, the services offered combine a holistic planning process.

Support and education every step of the way with a proven process to make things incredibly smooth at t time or turmoil is the overwhelming achievement of her team.

Area serviced: Mississauga, ON

Area serviced: Clinton, ON

Area serviced: Moncton, NB

Area serviced: Toronto, 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 and real
estate needs all supported by our network of trusted professionals.

Area serviced: Paradise, LB

I help my clients plan for today and also for the future

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, funeral planning, and marketing. Active in industry associations and frequent public speaker. Professional designations include CPA, CA, CMA, CPC, and CEA.

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 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 for ALS and Past President of the Ottawa and District Funeral Service Association. I also sit on the board of the Kingston Chapter of Certified Executor Advisors.

Area serviced: Oakville, 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.