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Jaclyn Nemethy, CEA
Director of Sales, SR

Toronto, ON Contact

Serving as Life and Living Benefits Director with iA Financial Group for over 7 years, I have gained extensive work experience in all aspects of insurance planning. My most recent role at iA Financial Group is Director of Sales for the Life Insurance… Read more »

Area serviced: Toronto, ON

16472029718

Myron Neufeld, CEA
President

Kitchener, ON Contact

Area serviced: Kitchener, ON

905-977-2810 ex 5269

Megan Neufeld, CEA
Deposit Service Representative

Morden, MB Contact

Area serviced: Morden, MB

2048093044

Sarah Newburgh, CEA
Financial Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

4162860485

Alexander Ng, CEA
Inside Sales Representative

Vancouver, BC Contact

Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.
Read more »

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC; Chilliwack, BC; Surrey, BC

6046474375

Jeffery Ng, CEA
Internal Sales Consultant

New Westminster, BC Contact

Area serviced: New Westminster, BC

7788832961

Joshua Nichols, CEA
Financial Advisor

Guelph, ON Contact

Area serviced: Guelph, ON

519-836-9910

Eeva Niemi, CEA
Financial Advisor

Thunder Bay, ON Contact

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a… Read more »

Area serviced: Thunder Bay, ON

8076834588

Todd Noble CAFA, CEA
President

St. Thomas, ON Contact

Our business, in conjunction with our partners, offers:
-Estate Planning
- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals
-Tax Efficient Retirement Planning
-In depth Financial Planning
-Insurance (Life, Disability,… Read more »

Area serviced: St. Thomas, ON; London, ON; Delhi, ON; Windsor, ON; Brantford, ON; Guelph, ON; Sarnia, ON; Mississauga, ON; Chatham-Kent, ON; Kitchener, ON; Leamington, ON; Komoka, ON; Fergus, ON; Collingwood, ON; Elgin, ON; Grand Bend, ON; Ingersoll, ON; Kincardine, ON; Niagara-on-the-Lake, ON; Muskoka (Region), ON; Port Dover, ON; Richmond Hill, ON; Stratford, ON; Union, ON; Vaughan, ON; Simcoe, ON; Strathroy, ON; Clinton, ON; Iona Station, ON; Most of Ontario, ON; Mount Brydges, ON; Port Bruce, ON; Port Burwell, ON; Port Colborne, ON; Port Elgin, ON; Ridgetown, ON; Sauble Beach, ON; St. Marys, ON; Tillsonburg, ON; Wasaga Beach, ON; Woodstock, ON

519-631-4551

Fred Noonan, CEA
Representative

Perth, ON Perth, ON Contact

Area serviced: Perth, ON

613-264-8267

Brendan O'Brien, CEA
Senior Investment Advisior

Burnaby, BC Contact

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Area serviced: Burnaby, BC; Coquitlam, BC; Delta, BC; Kelowna, BC; Abbotsford, BC; Lake Country, BC; Maple Ridge, BC; Langley, BC; New Westminster, BC; North Vancouver, BC; Port Coquitlam, BC; Vancouver, BC; West Vancouver, BC

604 637 2021

Liz O'Farrell, CEA

Whitby, ON Contact

Area serviced: Whitby, ON

905-425-2340

COREY O'FARRELL, CEA
FINANCIAL ADVISOR

YellowKnife, NT Contact

Area serviced: YellowKnife, NT

6138889992

Brianne O'Kane, CEA
Advisor

Windsor, ON Contact

Area serviced: Windsor, ON

519-965-4758

Kait O'Reilly, CEA
Articled Clerk

St. John's, NL Contact

My name is Kait O'Reilly,. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University.
I am passionate about providing legal services in Wills and Estates in a timely manner… Read more »

Area serviced: St. John's, NL

9025799547

Area serviced: Kitchener, ON

Estate Risk Protection Plan Inc. is the provider of Executor Error and Omissions Insurance for professionals and more importantly, for your clients under the brand ERAssure. Every executor needs the support of a CEA and the professional network to facilitate a smooth estate administration and they should be protected against the risk of personal liability and financial loss with ERAssure insurance now available through Advocis Broker Services.

Area serviced: Morden, MB

Employed with Access Credit Union for 13+ years. We provide financial services to more than 200,000 members. With being the largest Credit Union in Manitoba the CEA program will assist in providing excellent extended service to our membership. My additional credentials include Accredited Financial Service Rep, Accredited Consumer Residential Mortgage Lender and Fellow of the Credit Union Institute (FUIC).

Area serviced: Toronto, ON

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a client's goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a financial advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC; Chilliwack, BC; Surrey, BC

Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.

Area serviced: New Westminster, BC

Area serviced: Guelph, ON

Area serviced: Thunder Bay, ON

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

Our business, in conjunction with our partners, offers:

-Estate Planning

- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals

-Tax Efficient Retirement Planning

-In depth Financial Planning

-Insurance (Life, Disability, Critical Illness, and Group Benefits)

Area serviced: Perth, ON

Area serviced: Whitby, ON

Area serviced: YellowKnife, NT

Area serviced: Windsor, ON

Area serviced: St. John's, NL

My name is Kait O'Reilly,. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University.

I am passionate about providing legal services in Wills and Estates in a timely manner with avid due diligence.

I will also provide services in Real estate, Personal Injury, Civil Litigation, and more pending my call to the bar in June 2024.