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Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.
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Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC; Chilliwack, BC; Surrey, BC
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a… Read more »
Area serviced: Thunder Bay, ON
Our business, in conjuction with our partners, offers:
- Bookkeeping and planning for small/Medium businesses and individuals
-Tax efficient Retirement Planning 

-In depth Financial Planning
-Estate Planning
-Insurance (Life, Disability, Critical… Read more »
Area serviced: St. Thomas, ON; London, ON; Delhi, ON; Windsor, ON; Brantford, ON; Guelph, ON; Sarnia, ON; Mississauga, ON; Chatham-Kent, ON; Kitchener, ON; Leamington, ON; Komoka, ON; Fergus, ON; Collingwood, ON; Elgin, ON; Grand Bend, ON; Ingersoll, ON; Kincardine, ON; Niagara-on-the-Lake, ON; Muskoka (Region), ON; Port Dover, ON; Richmond Hill, ON; Stratford, ON; Union, ON; Vaughan, ON; Simcoe, ON; Strathroy, ON; Clinton, ON; Iona Station, ON; Most of Ontario, ON; Mount Brydges, ON; Port Bruce, ON; Port Burwell, ON; Port Colborne, ON; Port Elgin, ON; Ridgetown, ON; Sauble Beach, ON; St. Marys, ON; Tillsonburg, ON; Wasaga Beach, ON; Woodstock, ON
Area serviced: Burnaby, BC; Coquitlam, BC; Delta, BC; Kelowna, BC; Abbotsford, BC; Lake Country, BC; Maple Ridge, BC; Langley, BC; New Westminster, BC; North Vancouver, BC; Port Coquitlam, BC; Vancouver, BC; West Vancouver, BC
604 637 2021
We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping tax and financial planning around investment advice. Hall O’Brien – Planning for Wealth is a SMART approach to help clients… Read more »
Area serviced: Ottawa, ON
Area serviced: Whitby, ON
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
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