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Beginning a career in consumer finance in 1974 Ian's first 7 years learning why many people struggle with money. In 1987 Ian joined a life insurance firm to learn more about estate planning and investments. Later mutual funds were added. In 1994 Ian… Read more »
Area serviced: Kamloops, BC
250-374-7772
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
3062906062
I have been an advisor in the financial Service industry since 1997. I am a Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executors Advisor (CEA).
My firm, To Educate… Read more »
Area serviced: Waterloo, ON; Kitchener, ON; Cambridge, ON; Guelph, ON; Waterloo (Region), ON; Wellesley, ON; Woolwich, ON
519-498-8326
I have been a member of Advocis (The Financial Advisors Association of Canada) for 40 years. When I was a trust officer in the 1980s, I took tax and estate administration courses offered by the Trust Company Institute to get my MTI designation. I have… Read more »
Area serviced: Saskatoon, SK
3066514291
With over 20 years in the Financial Industry I still find inspiration in the families with whom I'm fortunate to partner with and the community I enjoy serving.

Every person is unique in his or her needs and goals. It brings me personal satisfaction… Read more »
Area serviced: London, ON
5194749356
I am a Chartered Accountant and Manager with Avail LLP in Taber, Alberta. I work with our estate group to assist families with their final return and estate tax preparation needs as well as estate planning. I seek to help clients navigate their duties… Read more »
Area serviced: Taber, AB
4032237523
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