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I have been with Edward Jones for 10 years but in the industry over 12. I am married 33 years and have 6 children and two little Yorkies and  I was a stay-at-home mom for 11 years before entering back into the work force.  I graduated with Hon BBA… Read more »
Area serviced: Kitchener, ON
519-342-6620
With a strong background in financial services and operations, Bonita brings a proactive and client-centered approach. She ensures that clients receive timely, efficient service and solutions tailored to their needs. Licensed in both insurance and mutual… Read more »
Area serviced: Vancouver, BC; Richmond, BC
6048898741

Full service family focused wealth management team providing personalized financial solutions to busy families.  Visit our website at www.keillandassociates.ca


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Area serviced: Carleton Place, ON; Brockville, ON; Kanata, ON; Kemptville, ON; Nepean, ON; Smiths Falls, ON; Perth, ON; Ottawa-Carleton, ON; Arnprior, ON
6132538934



For over 20 years, I’ve had the privilege of guiding clients toward financial confidence, helping them create a balanced approach that evolves alongside life’s changes. My philosophy is simple: finances should be clear, empowering, and tailored… Read more »
Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON
613-398-1394
Estate planning and compliance has become a significant amount of the work I prepare. Being a manager at Avail LLP I have had the opportunity to learn and grow within our estate group. My goals are to assist clients with estate planning to ensure their… Read more »
Area serviced: Lethbridge, AB; Fort Macleod, AB
403-553-0602
CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future.  I care more about you, than… Read more »
Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON
226-840-3295
I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.
I Have a BSc, M.A., and  CPC ( certified preplanning consultant)
I support local community… Read more »
Area serviced: Halifax, NS
9022370149
Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON
7056467111
I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of… Read more »
Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON
2266002984
Heather Kiley is the dynamic front line Executive Assistant,  to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial
Client care specialist, and in house specialist for estate planning, implementation, disability tax matters… Read more »
Area serviced: Brockville, ON; Ottawa-Carleton, ON; Addison, ON; Deep River, ON; Cornwall, ON; Kingston, ON; Smiths Falls, ON
6133450016
Life transition specialist. Partner with and help for those in life changes.
CFP®, CIWM®, CIM®, CEPA®, CEA®, DFSA®, FCSI®
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Heidi Foshay Kimball holds a Bachelor of Arts (B.A.) from St. Mary’s University and graduated from Dalhousie Law School in 1989. She articled and practiced with Derrick J. Kimball in Wolfville and was appointed by Public Prosecution Service of Nova… Read more »
Area serviced: Wolfville, NS