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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… Read more »
Area serviced: Newmarket, ON
9057581996
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
I currently work as a Financial Planner with VCU Financial Ltd. and Aviso Wealth Providing tailored investment solutions and long-term strategies, is the focus of my business.  Extensive knowledge in the accounting and taxation fields, as well as… Read more »
Area serviced: Camrose, AB
780-679-6201 780-678-7720
I am a retired Financial Planning Professional.  I am embarking on a journey of advocacy for those who are looking for assistance in dealing with the loss of a loved one.  
My goal is to provide assistance to those asking the question "What now"… Read more »
Area serviced: Red Deer, AB
4033186926
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
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… Read more »
Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON
19054646425
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
As a Senior Manager, Trust Services, Danielle leads a team of dedicated professionals, serving clients throughout Eastern Canada. She and her team are dedicated to providing clients with a personalized service, tailored to their specific needs. 
Danielle… Read more »
Area serviced: Ottawa, ON
6137610235
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