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A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters. Harold has a unique perspective, in that he… Read more »
Area serviced: Ottawa, ON
6132334474
Servicing Kamloops BC and area.  A Sun Life Financial Advisor since 2007.  Designations, CLU, CFP, CHS, CPCA.  Providing holistic financial planning advice.  Read more »
Area serviced: Kamloops, BC
250-574-8055
Susan has been involved in the investment industry for over 10 years and has been a Branch Manager with DW Good Investment Co Ltd since 2011.  Susan is also a certified life coach and public speaker. Read more »
Area serviced: St. Albert, AB; Edmonton, AB
780-460-9599
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
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
6135420963
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
Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn,… 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
613-634-1323
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
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
519-532-6538
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