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I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique… Read more »
Area serviced: Vancouver, BC
I am the owner of Nickels and Dimes Money Mentoring and author of the upcoming book Profit Ability: Secrets to Success for Construction Trades. I spent 20 years in the electrical industry, have over 15 years of accounting experience, and am an award… Read more »
Area serviced: Winnipeg, MB
With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.

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Area serviced: Toronto, ON
Area serviced: Sherwood Park, AB
The intention behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to deliberate that how essential it is to prepare for the unexpected. I want… Read more »
Area serviced: Flin Flon, MB

Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death.
We have a team of Certified Executor Advisors available… Read more »
Area serviced: Saskatoon, SK
Area serviced: Vancouver, BC
At Safety Bay Financial we create personalized plans to help individuals and families secure their financial safety through all stages of their lives.
With over 15 years experience in helping clients create, protect and preserve wealth I have found… Read more »
Area serviced: Kenora, ON; Winnipeg, MB
Harry Perler’s genuine passion is an unwavering desire to help people. His role as a Certified Financial Planner (CFP) positions him to completely assist you. Harry has a holistic approach to financial planning taking into consideration your personal… Read more »
Area serviced: Coquitlam, BC; Vancouver, BC; Burnaby, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC