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Maroof Mohammed, MRICS, CCIM, AACI, P.App, CEA
Real Estate Broker

Toronto, ON

Originally from the UK Maroof emigrated to Canada in 1999 Maroof is a dynamic multi-faceted individual with substantive knowledge and experience in real estate acquisitions and disposal, real estate investment analysis, valuation and appraisal, building… Read more »

Area serviced: Toronto, ON; Ajax, ON; Pickering, ON; Scarborough, ON; Whitby, ON; Oshawa, ON; Clarington, ON; Bowmanville, ON; Etobicoke, ON

647 388 0097

Francine Montaldi-Lubecki, CEA
Mutual Fund Representative, Registered Retirement Consultant

Toronto, ON

Area serviced: Toronto, ON

416-242-7892

tyler monteyne, CEA
Financial Security Advisor

Regina, SK

Area serviced: Regina, SK

306-546-1387

Paula Montgomery, CEA
Financial Advisor

Mississauga, ON

Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON

19054646425

Richard Moore, CEA
Manager

Toronto, ON

I am currenlty working in a head office position and will be offering my services in the future to clients.

Read more »

Area serviced: Toronto, ON; East Gwillimbury, ON

647 471-7970

Danielle Morin, CEA
Senior Trust Advisor, TEP, CEA

Ottawa, ON Ottawa, ON

Dedicated Estate and Trust professional at RBC Royal Trust assisting professionals and families with Estate planning, wealth transfer and trust administration. I assist our clients with their estate planning needs, often working in collaboration with… Read more »

Area serviced: Ottawa, ON

6137610235

Trever Morris, CEA
President

Smithers, BC

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

patches morrisseau-pearson, CEA
Estate Specialist

Brandon, MB

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

Janet Morrow, CEA
Financial Advisor

Winnipeg, MB

Area serviced: Winnipeg, MB

2042189475

David Morse, CEA
Director

Windsor, NS

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

Logan Morse, CEA
REALTOR®

Centreville, NS New Minas, NS

Area serviced: Centreville, NS; Kentville, NS; County of Kings, NS; New Minas, NS; Wolfville, NS; Kingston, NS; Greenwood, NS

902-680-5752

Alexander Morsink, CEA
CFP, TEP, CEA

White Lake, ON

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

sophie moryoussef, CEA
president

Richmond Hill, ON

Area serviced: Richmond Hill, ON

647-229-0444

Mario Mota, CFP, CIM, FCSI, PFP, FMA, CEA, RIS, CEA
Financial Planner

Cambridge, ON

Area serviced: Cambridge, ON

15196223740

Blair Mott, CEA
Investment Advisor/ Portfolio manager

Arva, ON

# Read more »

Area serviced: Arva, ON

5196462146

Area serviced: Toronto, ON

Area serviced: Regina, SK

Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON

I had almost 20 years of working as a Legal Assistant with Lawyers in the Burlington area until I made the move to being a Financial Advisor in 2013. I have joined Carte Wealth Management at the end of 2023 with other Mutual Fund advisors and Life Insurance agents. The CEA Program is a great addition to my credentials to help our clients and their family members during their crisis situations. I enjoy helping people with their financial journey.

Area serviced: Toronto, ON; East Gwillimbury, ON

I am currenlty working in a head office position and will be offering my services in the future to clients.

Area serviced: Ottawa, ON

Area serviced: Smithers, BC; Prince George, BC

I hold my Certified Financial Planner^TM designation, Chartered Life Underwriter^TM 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 contracted with Sun Life Financial.

I provide full services financial planning, including but not limited to retirement planning, income planning, life insurance, critical illness insurance, disability insurance, mutual funds, RRSPs, and TFSAs.

My ability to provide an excellent level of service to clients is a result of the team of qualified individuals I am a part of.

Area serviced: Brandon, MB

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 28^th,
2020.

I have the designations of CEA (Certified Executor Advisor), FCUIC (Fellow of the Credit Union Institute of Canada) and ACRML (Accredited Comsumer and Residential Mortgage Lender) within our organization.

The Estate Specialist
position was created to ensure a consistent member experience when assisting
members with estates, while still providing compassion in a time of need. This
role is responsible for ensuring that the estate process is handled seamlessly,
which in turn supports the branches in retaining funds of deceased members.
This position looks for ways to do things easier, better, and faster,
contributing to building our Nimble organization.

Building strong trustworthy relationships and
connection with our members and them having confidence and trust in me and
showing that I care about them and listening and seeing them and providing
guidance to help them through their difficult loss of a loved one that they are
not alone in this that I am here for them.

Area serviced: Winnipeg, MB

Area serviced: Windsor, NS

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 also all major Life Insurance Companies.

We have been serving
Nova Scotian savers and investors since 1964. Our roots as a Trust Company
during many of our early years, mean that our clientele are usually quite
conservative and tend to favour a more cautious approach to saving and
investing. We also offer our clients complete pre-or post-retirement planning
to ensure your investment(s) is tailored to your particular needs.

About David Morse

Biography - David Morse

David E. Morse, MBA, PFP, LLQP

David Morse is President a Director of Evangeline Wealth Management, Nova Scotia’s largest and
oldest Independent Financial Planning Company with several branches and
thirty experienced Advisors throughout Nova Scotia and Ottawa. He has been
in the Financial Services industry since 1986 and prior to joining Evangeline,
he was a Canadian Private Client Director for Seattle, Washington based Russell Investments, one of the world’s
largest institutional money managers. David has been in the Financial Services
Industry since 1986 and previously held senior positions with Mackenzie
Investments, TD Bank and Merrill Lynch Canada.

David
hosted Money
Talks with David Morse on CBC radio’s Mainstreet
in Charlottetown for several years and was a guest on CBC’s Maritime Noon on numerous occasions. He was a contributing author to the National Best-selling
book, TIPS FROM THE TOP, 53 BRIGHT IDEAS FROM CANADA’S TOP FINANCIAL ADVISORS.
He attended the Dalhousie University School of Advanced Management through The
Institute of Canadian Bankers. He holds a Masters Degree in Business
Administration and the Professional Financial Planner designation and is also a Certified Executor Advisor.

Originally from the Annapolis Valley, David
currently lives in Kentville, Nova Scotia.

Area serviced: Centreville, NS; Kentville, NS; County of Kings, NS; New Minas, NS; Wolfville, NS; Kingston, NS; Greenwood, NS

Area serviced: White Lake, ON; Ottawa, ON

Area serviced: Richmond Hill, ON

Area serviced: Cambridge, ON

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 sets professional financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.

Area serviced: Arva, ON

We are wealth managers that have take a lot of time to understand our clients situations.