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

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Area serviced: Prospect Bay, NS
902-225-4733
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
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 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
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… Read more »
Area serviced: Markham, ON
4166053697
Area serviced: North Bay, ON
705 995 2910 ext 4243


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
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… Read more »
Area serviced: Guelph, ON
5198357960
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… Read more »
Area serviced: Red Deer, AB
4033473463
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
Area serviced: Richmond, BC
604-218-6500
Private wealth management, estate and financial planning.
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Area serviced: Halton Hills, ON
905 873 9868