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Rachel McDonald, CEA
President, Law Clerk

Toronto, ON Contact

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

Patrick McDonald, CEA
CPA CFP

Victoria, BC Contact

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Area serviced: Victoria, BC; Ottawa, ON

6135585752yow

Dennis McDonald, CEA
Financial Advisor

Kingsville, ON Contact

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Area serviced: Kingsville, ON

5197336186

Damon McDonald, CEA
Partner

Oakville, ON Toronto, ON Contact

Area serviced: Oakville, ON; Mississauga, ON; Milton, ON; Burlington, ON; Toronto, ON

4165153845
4165961711

Ryan McEachen, CEA
Investment Advisor

Prince George, BC Contact

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

Craig McFadden, CEA
CFP

Castlegar, BC Contact

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Area serviced: Castlegar, BC

2503659953

Bob McGaraughty, CEA
Independent Financial Security Advisor

Ottawa, ON Contact

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

Tina-Marie McGee, CEA
EPC

Verner, ON Sudbury, ON Contact

Area serviced: Verner, ON; Sudbury, ON

705 919-4337

Mallory McGrath, CEA
Founder & CEO

Toronto, ON Contact

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

David McGruer, CEA
CFP®, PFA, CEA, Financial Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

6137469588

Patricia McGuigan BComm, CFP,EPC,CEA,RRC, CEA
Financial Planner

Toronto, ON Contact

Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC

416-695-8600

Ciara McIlwaine, CEA
Lawyer

Regina, SK Contact

Area serviced: Regina, SK

(306) 205-8974

R.M. (Mike) McLaren, CPCA, CEA, CEA
Partner at Equity Associates

Oshawa, ON Contact

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

Robin McNaughton, CEA
Financial Advisor/Owner

Brantford, ON Contact

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Area serviced: Brantford, ON

5194426326

Cindy McNeill, CEA
Vice President

London, ON Contact

Area serviced: London, ON

587-988-8444

Area serviced: Victoria, BC; Ottawa, ON

Sole proprietorship offering tax and financial planning service

Area serviced: Kingsville, ON

Area serviced: Oakville, ON; Mississauga, ON; Milton, ON; Burlington, ON; Toronto, ON

Area serviced: Prince George, BC

Dual licensed investment/insurance advisor. I hold myself out through the financial planning subsiduary of our local credit union.

Area serviced: Castlegar, BC

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

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. My ideal client wants to make the executor’s job as easy as
possible. They understand by reviewing what they want to happen when
they die will help their executor perform their required duties. Being an
executor is a job no one wants; a friend or loved one must pass away for it to
start. There is no training for the role and often minimal support. My process
helps the client identify ways to make the executor’s job easier. We also
involve the future executor to help them prepare and understand the magnitude
of their role.

Area serviced: Verner, ON; Sudbury, ON

Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON

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 & end-of-life planning. An empathetic listener with a trustworthy ear who excels at problem solving. A dynamic leader of her generation who understands the road ahead and wants to positively impact it, not only for her own generation, but also the generations before her and after her. A collaborative planner who welcomes input from others.

Area serviced: Ottawa, ON

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 greatly reduce the stress and save time and money for clients dealing with estate planning and settlement issues. With almost three decades of tax preparation work I also understand the personal tax return very well. Since I consider this work to be part of my holistic value to clients, there is no additional fee for these services.

Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC

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 I have attained numerous Financial designations, to insure I guide my clients through all of life's episodes (good or bad) so they can Maximize financial Gains, feel confident they are making the right decisions and supported through out.

My office is in Etobicoke at Burnamthorpe and HWY 427.

Area serviced: Regina, SK

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 legal affairs in a calm
and efficient manner. Ciara enjoys working collaboratively with individuals and
businesses to provide the support, advice, services, and information they need
to accomplish their goals.

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

For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com

Area serviced: Brantford, ON

Co-operators Financial Advisor specializing in working with families

Area serviced: London, ON

With 20+ years of experience in the Financial Services industry. Cindy's role as a Vice President, Business Development Executive at Selectpath Benefits & Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers, and Group Benefits Advisors, providing Estate Planning and Risk Management advice for their clients. She holds her CLU, CEA and EPC designations.