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Heidi Foshay Kimball holds a Bachelor of Arts (B.A.) from St. Mary’s University and graduated from Dalhousie Law School in 1989. She articled and practiced with Derrick J. Kimball in Wolfville and was appointed by Public Prosecution Service of Nova… Read more »
Area serviced: Wolfville, NS

I've been a financial advisor for the past 40 years. My focus is creating financial plans for my clients. My areas of specialty include retirement planning, investments and estate planning. My credentials include CFP, CLU, CHFC, RRC, CEA and MTS.  Read more »
Area serviced: Edmonton, AB; Calgary, AB; Ft. Saskatchewan, AB; Sherwood Park, AB; Spruce Grove, AB; St. Albert, AB; Stony Plain, AB; Wetaskiwin, AB; Strathcona County, AB; Airdrie, AB
7804255870
I am a financial advisor and portfolio manager primarily servicing high net worth families and business owners. My practice is focused on assisting clients through complex transitions such as major asset sales or purchases, retirement, and estates. I… Read more »
Area serviced: Vancouver, BC
6047376713
I'm a CPA and CFP with over 20 years experience in financial services.I currently manage a client base of 450 families, acting in an advisory and consultancy role. Read more »
Area serviced: Listowel, ON
519-291-4803
Tax Manager a Lohn Caulder LLP. Started at Lohn Caulder as a staff accountant in 2004, tax manager specializing in U.S. and cross-border tax since August 2008. Background in individual, corporate, trust and estate tax in both Canada and the U.S. Read more »
Area serviced: Vancouver, BC
6044083091
we have an average size practice with 4 advisors and 2 full time assistantsgeographically we cover a territory from elliot lake to thunder bay we have a wide range of clients , but are looking to be the added resource clients are looking for… Read more »
Area serviced: Sault Ste. Marie, ON
7052510042
I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance,… Read more »
Area serviced: St. Thomas, ON
519-631-4088
As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and… Read more »
Area serviced: Kingston, ON; Belleville, ON; Peterborough, ON; Brockville, ON
613-544-4114
I own the Burlington Branch of Davenport Realty.  We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, and I am about to publish my first book 'Selling your Inherited Home'. Read more »
Area serviced: Burlington, ON
0905 320 8306
Our firm name is Team Approach Planning, we feel that taking a collaborative approach to planning for and solving for potential problems best serves you and your family today and tomorrow. In today's world there is a lot of information available.… Read more »
Area serviced: Collingwood, ON; Wasaga Beach, ON
705-446-9986 ext 101
My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within… Read more »
Area serviced: Vancouver, BC
(604) 862-8783
Area serviced: Toronto, ON
905 483 0561
Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter… Read more »
Area serviced: Halifax, NS; Cape Breton Regional Municipality, NS
902-449-4055