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Darryl Metzger, CEA
Financial Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

6138318028

Christopher Meyler, CEA
Financial Advisor

London, ON Contact

Area serviced: London, ON

226-271-3048

Kayla Michalenko, CEA
Financial Advisor | Life Insurance Broker

Saskatoon, SK Contact

Area serviced: Saskatoon, SK; All, ON; All, SK

306-242-6625

Edie Michel, CEA
Owner

Toronto, ON Contact

Area serviced: Toronto, ON; Burlington, ON; Caledon, ON; Dundas, ON; Durham, ON; Georgetown, ON; Halton, ON; Markham, ON; Mississauga, ON; Hamilton, ON; Niagara, ON; Oakville, ON; St. Catharines, ON; Stoney Creek, ON

4166716163

Diana Mick, CEA
Manager Tax Retirement& Estate Planning

Waterloo, ON Contact

Area serviced: Waterloo, ON

2266479016

Phil Mikhail, CFP, CIM, FMA, CIWM, CEA, CEA
Senior Investment Advisor and Associate Portfolio Manager

Whitby, ON Contact

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.
I service High Net Worth clients and business owners, managing their holistic financial plan.
I focus on getting a deep… Read more »

Area serviced: Whitby, ON

9054208201

Kate Miljevic, CEA
CFP

Peterborough, ON Contact

# Read more »

Area serviced: Peterborough, ON; Port Perry, ON

905-999-3195

Kristie Miller, CEA
Mrs

Brandon, MB Contact

Area serviced: Brandon, MB

2045785500

Daniel Miller, CEA
Senior Financial Consultant

Guelph, ON Contact

Area serviced: Guelph, ON

519-784-4151

Sherry Miller, CEA
Account executive

Kingston, ON Contact

Area serviced: Kingston, ON

6135407506

Devon Miller, CEA
Director, Sales & Key Account Management

Toronto, ON Burlington, ON Contact

Area serviced: Toronto, ON; Burlington, ON

416-453-4735
905-510-3603

Matthew Milner, CEA
Financial Planner

St. Catharines, ON Contact

Area serviced: St. Catharines, ON

9056874063

Jeff Minaker, CEA
Account Executive

Waterloo, ON Contact

Account Executive for Empire Life
Read more »

Area serviced: Waterloo, ON; London, ON; Windsor, ON

6472912239

Eva-Christine Missullis, CEA
TEP CLU CHS CCS EPC CPCA MFP-A Financial Planner

Newmarket, ON Contact

Area serviced: Newmarket, ON

9057581996

Danny Mitonides, CEA
CEO

Toronto, ON Contact

You can review the background of my company at www.olympianfinancial.com. I am an active Chartered Professional Accountant and Certified Financial Planner who specializes in helping higher net worth clients in the areas of investment and tax planning. I… Read more »

Area serviced: Toronto, ON

416-544-9791

Area serviced: London, ON

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial plans to help them withstand these risks regardless of when they might occur, allowing them to achieve the goals they have worked so hard to realize.

With over 10 years in the financial industry, I work with my clients to create a financial plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial plan will be tailored to their needs, risk tolerance and the goals they want to achieve

I am also an Elder Planning Counselor (EPC).

Area serviced: Saskatoon, SK; All, ON; All, SK

I have been in the financial industry with Edward Jones for over a decade. As a financial advisor, I believe it is important to invest my time to understand what you are working towards before we even touch on investments. No two people are the same - so your financial goals and investment strategies should be as individual as you are.

My approach with my clients is simple and straightforward. We start with the basics of understanding you: what brings you in to see me, your unique story and life purpose, your family and attitude surrounding finances. By asking these questions, I can understand you and get a more complete picture of your life and where you want to go.

Once we have a plan in place for where you want to go, we can determine how you can get there by selecting the right investment products for you, creating personalized savings strategies, setting up insurance protection, working through estate considerations, transitioning wealth, etc. We then monitor your progress - making sure you stay on track for achieving your goals, determine if adjustments need to be made, and celebrate when your goals have been achieved.

I find that it is equally important that you get to know me, so I always ask what questions you have, and am open and honest about myself as an individual. I was born and raised in Saskatoon. My mother was a secretary in the Catholic School System, my father was a postal worker and a farmer in the Hafford (now Hanley) area. I am a mother to a five-year-old boy named Caleb who keeps me on my toes. I have six nieces, three sisters, and two big german-shepherd crosses who keep me busy throughout the year. I enjoy running along the river trails, gardening and spending time with my friends and family.

I love being part of people’s lives and having the opportunity to make a positive impact on their well-being. To me, this career is a lifestyle; my favorite part being that I can work with wonderful people as a financial guide and teacher - coaching you through life's transitions, challenges and milestones.

If my process resonates with you, call the office to speak with either Jackie or Susan to schedule an introduction over a cup coffee.

I look forward to partnering with you on your life's journey.

Kayla Michalenko
306-242-6625
kayla.michalenko@edwardjones.com

Kayla B Michalenko, Financial Advisor | Edward Jones

Area serviced: Waterloo, ON

Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance, Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!

She is currently Manager Tax Retirement & Estate Planning with Empire Life

Designations CLU, RHU, CEA

Area serviced: Whitby, ON

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.

I service High Net Worth clients and business owners, managing their holistic financial plan.

I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs.

I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.

Area serviced: Peterborough, ON; Port Perry, ON

Area serviced: Brandon, MB

Area serviced: Guelph, ON

Area serviced: Kingston, ON

Area serviced: Toronto, ON; Burlington, ON

Area serviced: St. Catharines, ON

Area serviced: Waterloo, ON; London, ON; Windsor, ON

Account Executive for Empire Life

Area serviced: Newmarket, ON

My estate planning business specializes in helping clients create personalized plans to protect their wealth, ensure tax efficient wealth transfer and provide security for future generations. With a focus on charitable giving, asset structuring and strategies tailored to Canadian estate laws, I guide individuals, families and business owners through the complexities of estate planning with clarity and care.

Serving York region and surrounding areas.

www.strategiclegacy.ca

Area serviced: Toronto, ON

I started my career in 1989 as a taxation specialist with the largest C.A. firm (KPMG) in the world, later moving onto senior investment roles with TD, CIBC and Laurentian Bank. I co-founded Olympian Financial in 1993 specifically to cater to clients, this specialized level of service. I meet regularly with the world’s top money managers, enabling me to provide the most valuable and timely financial advice.

I am proud of the relationships that I’ve built with my clients and I have a strong sense of accomplishment in helping my clients achieve their financial goals. I look at every one of my clients with a view of creating a ‘life-long’ relationship that transcends just making investment decisions. I strive to be the first one my clients call when making any financial decision in their life.

An overview of how I can help you with all aspects of your financial planning is included on the following page. If you have any questions, or if you are interested in setting up a meeting, please call me directly at 416-544-9791.