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Saskatoon, SK Contact

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 believe that grief is hard enough. We are dedicated… Read more »

Area serviced: Saskatoon, SK

306-880-2254

Pius Omene, CEA
LL.B, TEP, CEA, MFA-P™

Penticton, BC Contact

Pius is a lawyer with more than a decade of experience in multiple jurisdictions. In the course of his career he has assisted clients on a wide range of legal matters but he specializes
in estate planning and estate administration. When he is not at… Read more »

Area serviced: Penticton, BC; All, BC

236.766.1442

Glenda Opsahl, CEA
President

Markham, ON Contact

Area serviced: Markham, ON

4166053697

Karin OReilly, CEA
Financial Planner

North Bay, ON Contact

Area serviced: North Bay, ON

705 995 2910 ext 4243

Cathie Orfali, CEA
president

Ottawa, ON Contact

I have worked as a Financial Security Advisor since 1997 and owner of Money Advisors since 2005. I have my EPC and CFP designations and recently completed my CEA. I am passionate about serving my clients and helping them along their financial… Read more »

Area serviced: Ottawa, ON

+16137628020

Jayne Osborn, CEA
Principal Advisor

Guelph, ON Contact

Area serviced: Guelph, ON

5198357960

Jared Ott, CEA
Financial Advisor

Red Deer, AB Contact

Area serviced: Red Deer, AB

4033473463

ROSIE OWENS, CEA
Director, Financial Services

Surrey, BC Contact

Rosie Owens, CFP, TEP, CEA
Director, Financial Services
Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered… Read more »

Area serviced: Surrey, BC

6044186603

Ikuo Oyama, CEA
None

Richmond, BC Contact

Area serviced: Richmond, BC

604-218-6500

Krissi Pacaud, CEA
End of Life Doula

Airdrie, AB Contact

Area serviced: Airdrie, AB

6133600869

Rosanna Palmieri, CEA
Advisor

Halton Hills, ON Contact

Private wealth management, estate and financial planning.
Read more »

Area serviced: Halton Hills, ON

905 873 9868

JAMES PANAGIOTOGLOU, CEA
SENIOR FINANCIAL PLANNER

Richmond Hill, ON Contact

Area serviced: Richmond Hill, ON

905 737 2114

Raj Pandher, CEA
Cross Border Tax Accountant | Cross Border Tax Specialist

Surrey, BC Contact

Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services:

US Canada Cross Border Tax Returns Non-Resident Tax ReturnsServices for Professionals such as Lawyers, Realtors, Dentists, Physicians,… Read more »

Area serviced: Surrey, BC; Vancouver, BC; North Vancouver, BC; Victoria, BC; Campbell River, BC; Nanaimo, BC; Kelowna, BC; Abbotsford, BC; White Rock, BC; Burnaby, BC; Calgary, AB; Edmonton, AB; Saskatoon, SK; Regina, SK; Winnipeg, MB; Toronto, ON; Ottawa, ON; Niagara Falls, ON; London, ON; Windsor, ON; Coquitlam, BC; Montreal, QC; Summerside, PE; Charlottetown, PE; Moncton, NB; Fredericton, NB; Saint John, NB; Halifax, NS; Mississauga, ON

7782056000

David Pankiewich, CEA
CPA, CA, CEA

Pickering, ON Contact

Area serviced: Pickering, ON; Toronto, ON; Ajax, ON; Metro Toronto, ON; Collingwood, ON

647-401-4209

Shawn Pankow, CEA
Certified Financial Planner

Smiths Falls, ON Contact

We are a professional financial advisory firm specializing in retirement and estate planning.
We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent,… Read more »

Area serviced: Smiths Falls, ON

6132835510

Area serviced: Penticton, BC; All, BC

Area serviced: Markham, ON

A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers. That responsibility extends to the beneficiaries of their life long work. For both them and their families, having someone at their right hand with a personal, comprehensive and confidential connection to all of their financial affairs, can be the best gift of all. What needs to be done, by whom, and when. And the best time to arrange all of that, is now.

Area serviced: North Bay, ON

Area serviced: Ottawa, ON

Area serviced: Guelph, ON

I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships while utilizing a Holistic Planning model which helps people accumulate, grow, and preserve their wealth. As an independent adviser my solutions are unbiased. I use a wide range of products and services that are specifically suitable to my clients situation.

Area serviced: Red Deer, AB

After obtaining a Bachelor of Commerce Degree in Finance from the University of Calgary, I began my career. I feel very grateful to have discovered the opportunity to build a practice at Edward Jones so early in my career. Since I began building my business in 2009 I have had the opportunity to meet an incredible variety of people. I really enjoy getting to know different people, uncovering the things they are passionate about, and helping them accomplish their dreams.

I have the heart of a teacher and nothing gives me greater satisfaction than replacing feelings of confusion and chaos with a sense of peace, understanding, and control. Particular areas of strength for me include partnering with individuals and their families to help them clarify their goals, understand the tools and resources available to them, and identify the next step in moving closer to those goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

My family is incredibly important to me, and my wife Michelle and I have 3 children keeping us busy. I believe children bring a truly unique joy to the world, and being a father has been the most rewarding and challenging role I've ever taken on!

Susan joined me as Branch Office Administrator in September 2019 and has been an integral part of our team ever since. Susan is responsible for assisting clients with the administrative aspect of our work, and her desire to help makes her a true asset to our team.

Susan and I are excited about the opportunity to get to know you and understand what makes you unique. We're interested in partnering with you to achieve the future you want for yourself and your family.

Get in touch today so we can get started!

Area serviced: Surrey, BC

Rosie Owens, CFP, TEP, CEA

Director, Financial Services

Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered products, estate and taxation.

Area serviced: Richmond, BC

Area serviced: Airdrie, AB

Area serviced: Halton Hills, ON

Private wealth management, estate and financial planning.

Area serviced: Richmond Hill, ON

Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services:

US Canada Cross Border Tax Returns
Non-Resident Tax Returns
Services for Professionals such as Lawyers, Realtors, Dentists, Physicians, Pharmacists, Optometrists and Veterinarians
Corporate Tax Returns & Financial Statementsk
Bookkeeping & Personal Tax Returns
Trust & Estate Planning

Raj Pandher, CPA(BC), CPA(WA), CEA is a cross border tax accountant.

Area serviced: Pickering, ON; Toronto, ON; Ajax, ON; Metro Toronto, ON; Collingwood, ON

David Pankiewich, CPA, CA, CEA works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided. As an accountant with over 25 years experience assisting clients in a variety of industries and income levels, he seeks to understand the goals and objectives of each client and provides thoughtful advice, in a team approach. David has completed both the Canadian Institute of Chartered Professional Accountants Indepth Tax Program and the Advanced Tax Program for Owner Manager Businesses and is knowledgeable in the planning areas of wills, trusts, estates, business succession, and insurance. He is a member of both the Canadian and Ontario Institutes of Chartered Professional Accountants and a member of the Canadian Tax Foundation. He also volunteers as an Area Leader for the Chartered Professional Accountants of Canada Community Connect Program, to coordinate and provide the "Financial Decisions Matter" series of seminars to improve financial literacy in the community.

Area serviced: Smiths Falls, ON

We are a professional financial advisory firm specializing in retirement and estate planning.

We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.

As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.

We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.