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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
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
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
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
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
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
Area serviced: Richmond, BC
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
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
I have served as an Executive Director and Managing Director of Christian Charities in both the United States of America and Canada. I have been involved with development since 1988. My full-time employment has been in Christian Camp ministries since… Read more »
Area serviced: Cambridge, ON; Brantford, ON; Woodstock, ON; Woolwich, ON; Guelph, ON; Kitchener, ON; Baden, ON; Brant, ON; Delhi, ON; Haldimand-Norfork, ON; Ingersoll, ON; Wellesley, ON; Norwich, ON; North Dumfries, ON; Oxford, ON; Paris, ON; Waterloo (Region), ON