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1534 Results Found
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
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
Area serviced: Oakville, ON; Mississauga, ON; Milton, ON; Burlington, ON; Toronto, ON
4165153845
4165961711
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
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