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Independant Insurance and Investment Broker
I have been working in this business for 10 years.  As I journey with my clients I am seeing more complex estates and diverse families. I am studying to become a CEA advisor so that I can assist others… Read more »
Area serviced: Regina, SK
Area serviced: London, ON
As a Sr Practice Management Consultant, my work with Financial Advisors is focused on financial planning process and insurance, investment planning, income tax planning, disability planning, retirement planning and employee benefits, business ownership… Read more »
Area serviced: Edmonton, AB

The role of Executor is often thought of as a position of “honour".  Most people who accept the role of Executor do so without fully comprehending what will be required of them.  Being appointed as an Executor of a Will has a great deal of responsibility. … Read more »
Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Milton, ON; Toronto, ON
(905) 330-3798
Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.
As a Certified Executor Advisor,… Read more »
Area serviced: Toronto, ON; Hamilton-Wentworth, ON; Welland, ON; Niagara Falls, ON; St. Catharines, ON
416 888-3564
Area serviced: Toronto, ON; Etobicoke, ON; Markham, ON; Mississauga, ON; Newmarket, ON; Aurora, ON
Logan Marchen is a Certified Financial Planner with IG Wealth Management who understands the unique challenges and needs of people with disabilities and those that care about them. Our team is dedicated to providing personalized, compassionate support… Read more »
Area serviced: Peterborough, ON