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Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.… Read more »
Area serviced: White Lake, ON; Ottawa, ON
1-877-244-0255 Ext 3655
Area serviced: Fergus, ON; Guelph, ON; Orangeville, ON
519-843-2540

I began my career as a High School teacher in 1990 but I soon realized I could make significant differences in a family’s life when I started marketing Registered Education Savings Plans in 1992.
Now, 29 years later, I provide a full range of family… Read more »
Area serviced: Halifax, NS
9022211495
I started my investment career in 1982 working with Investors Group. In 2014, and with over 30 years of wealth management experience, my desire to provide unbiased advice for my clients; coupled with the opportunity to develop an enhanced and healthier… Read more »
Area serviced: Thunder Bay, ON; Vancouver, BC
8074754900
As a Certified Financial Planner and Elder Planning Counselor, Shawn has been helping Canadians achieve their financial goals for over 25 years. Shawn is a graduate of the School of Business at Queens University and has also taught a variety of financial… Read more »
Area serviced: Kingston, ON
613-389-9950
I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular approach,… Read more »
Area serviced: Brandon, MB
(204) 729-3400

Living most of my life here in Kelowna BC and working as a Financial Advisor with Thom & Associates Financial Planners has been a great adventure.  Over the past 25+ years spent in this industry, I have been blessed with very supportive professional… Read more »
Area serviced: Kelowna, BC
2507123050
Area serviced: Komoka, ON; London, ON; Kitchener, ON; Niagara Falls, ON
519-657-8124
We are a 45 personal accounting firm servicing small business, agriculture and service industries. We provide assurance, tax, estate and financial planning services to our clients. I have been in public accounting since 1990, articled with Ernst &… Read more »
Area serviced: Tillsonburg, ON
519-842-4263
As a financial advisor in the retirement capital of Canada, Adam is expressly aware of the ageing demographics in our country and the generational transfer of wealth that is currently under way. Whether through business succession planning, or through… Read more »
Area serviced: Victoria, BC
250-385-0058