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Area serviced: Whitby, ON
905-425-2340
I have been practicing in financial services industry in some capacity since 1977. In addition to the designations shown, I have qualified as a Trust and Estate Practitioner and and Elder Planning Counselor.  I own a business that provides comprehensive… Read more »
Area serviced: Regina, SK; Airdrie, AB; Abbotsford, BC; Altona, MB; Addison, ON; Amherst, NS; Alberton, PE
(306)580-4496
I understand that good financial advice is more important than ever.  As such, I take a long-term approach to planning.  I believe that a detailed plan, reviewed and updated regularly, will ensure that you have access to the financial resources necessary… Read more »
Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON
416-570-9610
4165709610
Area serviced: Waterloo, ON
519-498-8326 ext 108
I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.  

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Area serviced: Halifax, NS
902-225-4733
We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and… Read more »
Area serviced: Burlington, ON
416-435-6360
Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 
We believe that grief is hard enough. We are dedicated… Read more »
Area serviced: Saskatoon, SK
306-880-2254
A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers.  That responsibility extends to the beneficiaries… Read more »
Area serviced: Markham, ON
4166053697
I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships… Read more »
Area serviced: Guelph, ON
5198357960
Rosie Owens, CFP, TEP, CEA
Director, Financial Services 
Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered… Read more »
Area serviced: Vancouver, BC
6044186603
Area serviced: Richmond, BC
604-218-6500
David Pankiewich, CPA, CA, CEA  works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.  As an accountant with over 25 years experience assisting clients in a variety of industries and… Read more »
Area serviced: Pickering, ON; Toronto, ON; Ajax, ON; Metro Toronto, ON; Collingwood, ON
647-401-4209
We are a professional financial advisory firm specializing in retirement and estate planning.
We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent,… Read more »
Area serviced: Smiths Falls, ON
6132835510