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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

As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that… Read more »
Area serviced: Cambridge, ON
Area serviced: Fergus, ON; Guelph, ON; Orangeville, ON

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
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
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
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
Area serviced: Komoka, ON; London, ON; Kitchener, ON; Niagara Falls, ON
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