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Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy… Read more »
Area serviced: Oshawa, ON; Ajax, ON; Port Hope, ON; Cobourg, ON; Lindsay, ON; Markham, ON; Pickering, ON; Scarborough, ON; Scugog, ON; Toronto, ON; Uxbridge, ON; Metro Toronto, ON; Whitby, ON
905-571-4222
Over 30 years ago, a passion to empower others through improving their financial health led me to pursue a career in financial services. Today, at Interior Savings my focus is to guide and support those navigating the many challenges of managing estates.
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Area serviced: Kelowna, BC
250-469-6594
With almost 15 years of experience in the Financial Services industry.  Cindy's role as a Vice President, Business Development at Selectpath Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers,… Read more »
Area serviced: London, ON
587-988-8444
With 33 years in the financial planning industry I operate a business in downtown Campbellford, ON.  I specialize in retirement income planning, estate planning and prepare full financial plans.  We offer GIC's and tax preparation as well.… Read more »
Area serviced: Campbellford, ON
7056531606
Rachel Memory - Inside Sales Western Canada 
(Life/Living Benefits and Wealth) 
CHS, CEA, AIAA, ACS - (LLQP)
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Area serviced: Vancouver, BC
236-788-1795
Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that combines mediation training and financial expertise with helping couples, families, and business partners’ work through difficult conversations leading… Read more »
Area serviced: Dartmouth, NS; Halifax, NS; East Hants, NS; Bedford, NS
902-830-7511
Taking the time to listen and learn about your personal goals and dreams is the approach I take to financial planning before any solutions are recommended.  I strive to build long term, tax efficient financial strategies that are unique to your economic… Read more »
Area serviced: Fruitvale, BC; Trail, BC
250-367-4712
250-368-2631
Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance,  Estate… Read more »
Area serviced: Waterloo, ON
2267501656
As an Investment Advisor with TD Wealth Private Investment Advice.  
I service High Net Worth clients and business owners, managing their holistic financial plan.  
I focus on getting a deep understanding of all aspects relating to their financial… Read more »
Area serviced: Whitby, ON
9054208201
Area serviced: Peterborough, ON; Port Perry, ON
905-999-3195