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I hold my Certified Financial PlannerTM designation,  Chartered Life UnderwriterTM designation, as well as a Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business… Read more »
Area serviced: Smithers, BC; Prince George, BC
250-847-0250

I have been with Westoba Credit Union for over 17.5  years in many roles but in my current  role as Estate specialist since April 28th, 2020.
I have the designations of CEA (Certified Executor Advisor), FCUIC (Fellow of the Credit Union… Read more »
Area serviced: Brandon, MB
1-877-937-8622 ext 8043
About Evangeline Wealth Management
As Nova Scotia’s largest independent Wealth Management Company, we also have access to a broad array of savings and investment products from all of the major Banks, Independent Investment Management Companies and… Read more »
Area serviced: Windsor, NS
902-798-0013
Area serviced: Centreville, NS; Kentville, NS; County of Kings, NS; New Minas, NS; Wolfville, NS; Kingston, NS; Greenwood, NS
902-680-5752
Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.… Read more »
Area serviced: White Lake, ON; Ottawa, ON
1-877-244-0255 Ext 3655

As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that… Read more »
Area serviced: Cambridge, ON
15196223740
Area serviced: Elora, ON; Fergus, ON; Guelph, ON; Orangeville, ON; Barrie, ON; Peterborough, ON
866-384-4890

I began my career as a High School teacher in 1990 but I soon realized I could make significant differences in a family’s life when I started marketing Registered Education Savings Plans in 1992.
Now, 29 years later, I provide a full range of family… Read more »
Area serviced: Halifax, NS
9022211495
I started my investment career in 1982 working with Investors Group. In 2014, and with over 30 years of wealth management experience, my desire to provide unbiased advice for my clients; coupled with the opportunity to develop an enhanced and healthier… Read more »
Area serviced: Thunder Bay, ON; Vancouver, BC
8074754900
Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Milton, ON
416.616.6100
I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular approach,… Read more »
Area serviced: Brandon, MB
(204) 729-3400