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I have been in the financial services industry since 1992 and a Certified Financial Planner® professional since 1998. Although I have worked in the industry through various mutual fund dealerships I joined Sterling Mutuals Inc. because of the independence… Read more »
Area serviced: St. Catharines, ON; Grimsby, ON; Niagara, ON; Thorold, ON; Welland, ON
9056841556
My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd.  I began my career in estate administration working with my father who practised law for over 50 years!  Although my Law Clerk Certification provided a great basis for estate… Read more »
Area serviced: Toronto, ON
416-427-6418
Area serviced: Victoria, BC; Ottawa, ON
6135585752yow
Dual licensed investment/insurance advisor. I hold myself out through the financial planning subsiduary of our local credit union.
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Area serviced: Prince George, BC
2506123425
Area serviced: Castlegar, BC
2503659953
Early in my career as a financial security advisor, I learned a very valuable lesson; the work I do when one of my clients passes away is some of the most important work that I can do.
Becoming a CEA has increased the support I can offer my clients.… Read more »
Area serviced: Ottawa, ON; Arnprior, ON; Carleton Place, ON; Manotick, ON; Merrickville, ON; Nepean, ON; Perth, ON; West Carleton, ON; Larnark, ON; Mississippi Mills/ Almonte, ON
613-291-7001
Area serviced: Verner, ON; Sudbury, ON
705 919-4337
Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company. 
A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging… Read more »
Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON
647-938-4483
Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals.   I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years… Read more »
Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC
416-695-8600

Ciara is a lawyer, Certified Executor Advisor, and small business owner working in the areas of Estate Planning, Estate Administration, Real Property, and Business Law and Consulting. She strives to help clients navigate legal issues and organize their… Read more »
Area serviced: Regina, SK
(306) 205-8974
In addition to the Certified Executive Advisor designation, I hold an MBA, have completed the Canadian Securities Course, and have 35 years of work experience as a corporate and commercial banker in both Toronto and Ottawa (now retired).
Through personal… Read more »
Area serviced: Kanata, ON; Ottawa, ON
613-748-0147