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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
Area serviced: Richmond, BC
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
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… Read more »
Area serviced: Pickering, ON; Toronto, ON; Ajax, ON; Metro Toronto, ON; Collingwood, 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,… Read more »
Area serviced: Smiths Falls, ON
Adding value is what we do for our clients. Your life is not a one size fits all and your financial and investment strategies should reflect your unique situation. Our practice is here to help you navigate your specific needs and goals. Once we have… Read more »
Area serviced: St. Albert, AB; Edmonton, AB; Edson, AB; Hinton, AB; Spruce Grove, AB; Stony Plain, AB
Parr Business Law Corporate and Estate Planning Lawyers work with owner-managed businesses throughout the entire lifecycle of their business.

We assist with incorporation, partnership and shareholders' agreements, all manner of business agreements,… Read more »
Area serviced: Vancouver, BC
778 846 9664
I have served as an Executive Director and Managing Director of Christian Charities in both the United States of America and Canada. I have been involved with development since 1988. My full-time employment has been in Christian Camp ministries since… Read more »
Area serviced: Cambridge, ON; Brantford, ON; Woodstock, ON; Woolwich, ON; Guelph, ON; Kitchener, ON; Baden, ON; Brant, ON; Delhi, ON; Haldimand-Norfork, ON; Ingersoll, ON; Wellesley, ON; Norwich, ON; North Dumfries, ON; Oxford, ON; Paris, ON; Waterloo (Region), ON
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
My name is Paul Peios, I'm a CERTIFIED FINANCIAL PLANNER. I hold the Chartered Investment Manager (CIM®), Designated Financial Services Advisor (DFSA™) designation, Certified Executor (CEA®), and Certified Financial Planner, (CFP®) designations.

Our… Read more »
Area serviced: Newmarket, ON; Woodbridge, ON; Toronto, ON; Thornhill, ON; Vaughan, ON; North York, ON; King, ON; King City, ON; Richmond Hill, ON