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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
As the financial advisor to my client families, I am often called upon to discuss estate planning and administration issues.  With direct connections to the financial institutions handling client accounts and experience in dealing with them, I can help… Read more »
Area serviced: Ottawa, ON
6137469588
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
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
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)
Read more »
Area serviced: Vancouver, BC
236-788-1795
With a shared commitment to integrity, expertise in investment management and financial planning, and personalized guidance, our team is dedicated to helping you achieve your financial goals. We believe in a collaborative approach, combining our diverse… Read more »
Area serviced: Toronto, ON
647-225-4690