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C-Suite executive with a thorough understanding of the financial service and funeral industry.  Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales,… Read more »
Area serviced: Toronto, ON
647 228-8820
Work with private investors who have the desire to grow their portfolios and net worth through real estate . Graduated from the University of Toronto with a commerce undergraduate degree. Read more »
Area serviced: Oakville, ON
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'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
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
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
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
I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has… Read more »
Area serviced: Oakville, ON
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially… Read more »
Area serviced: Innisfil, ON; Barrie, ON; Alliston, ON
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
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