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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

Shane Nixon, CEA
Portfolio Manager

Bolton, ON Contact

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation. At Caledon Hills Private Wealth, we pride ourselves on our client service… Read more »

Area serviced: Bolton, ON

9059518736

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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Read more »

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

Steven Oen, CFP, CLU, CEA
Estate Planning Specialist

Toronto, ON Mississauga, ON Contact

Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON

416-570-9610
4165709610

Gayle Ohlenroth, CEA
Advisor

Kingston, ON Contact

I have been in the financial industry for over 30 years in various roles from service, management and now as an Advisor with Empire Life. I am very customer-centric with a strong focus on service and communication.
My clients will always be treated… Read more »

Area serviced: Kingston, ON

1-844-343-4309 ext 3564

Keith Oickle, CEA
President

Prospect Bay, NS Contact

I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.

Read more »

Area serviced: Prospect Bay, NS

902-225-4733

Ellery Oickle, CEA
Financial Advisor

Burlington, ON Contact

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and… Read more »

Area serviced: Burlington, ON

416-435-6360

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.

Area serviced: Bolton, ON

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation. At Caledon Hills Private Wealth, we pride ourselves on our client service record and genuinely helping clients achieve their financial goals.

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.

Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON

I understand that good financial advice is more important
than ever. As such, I take a long-term
approach to planning. I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track. I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.

I've been helping pre-retirees, retirees and small business owners with:

- Estate Preservation/Transfer

- Business transitioning

- Risk Management

Area serviced: Kingston, ON

My clients will always be treated with respect and have full transparency and confidentiality in all aspects of working with me.

Area serviced: Prospect Bay, NS

I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.

Area serviced: Burlington, ON

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.