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Area serviced: London, ON
5196390456
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
7809526742

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
4164106669
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
7059310542
Area serviced: Victoria, BC
250-385-6004
Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.
Listening to and understanding your life goals are hallmarks of the current success of my… Read more »
Area serviced: Brandon, MB; Kenora, ON
204-578-5500