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Bolton, ON

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation. At Caledon Hills Private Wealth, we pride ourselves on our client service… Read more »

Area serviced: Bolton, ON

9059518736

https://www.caledonhillsprivatewealth.ca/

Todd Noble CAFA, CEA
President

St. Thomas, ON

Our business, in conjunction with our partners, offers:
-Estate Planning
- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals
-Tax Efficient Retirement Planning
-In depth Financial Planning
-Insurance (Life, Disability,… Read more »

Area serviced: St. Thomas, ON; London, ON; Delhi, ON; Windsor, ON; Brantford, ON; Guelph, ON; Sarnia, ON; Mississauga, ON; Chatham-Kent, ON; Kitchener, ON; Leamington, ON; Komoka, ON; Fergus, ON; Collingwood, ON; Elgin, ON; Grand Bend, ON; Ingersoll, ON; Kincardine, ON; Niagara-on-the-Lake, ON; Muskoka (Region), ON; Port Dover, ON; Richmond Hill, ON; Stratford, ON; Union, ON; Vaughan, ON; Simcoe, ON; Strathroy, ON; Clinton, ON; Iona Station, ON; Most of Ontario, ON; Mount Brydges, ON; Port Bruce, ON; Port Burwell, ON; Port Colborne, ON; Port Elgin, ON; Ridgetown, ON; Sauble Beach, ON; St. Marys, ON; Tillsonburg, ON; Wasaga Beach, ON; Woodstock, ON

519-631-4551

noblecanada.ca

Fred Noonan, CEA
Representative

Perth, ON Perth, ON

Area serviced: Perth, ON

613-264-8267

None

JoAnne Nygard, CEA
FUNERAL DIRECTOR

Ottawa, ON

I have been a licensed funeral director for 30 years, working in the funeral industry for 32 years literally across the Province of Ontario. I began my career in Rainy River, almost 20 years in Thunder Bay, 4 years in Toronto and now the past 6 years… Read more »

Area serviced: Ottawa, ON

6138317122

Brendan O'Brien, CEA
Senior Investment Advisior

Burnaby, BC

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Read more »

Area serviced: Burnaby, BC; Coquitlam, BC; Delta, BC; Kelowna, BC; Abbotsford, BC; Lake Country, BC; Maple Ridge, BC; Langley, BC; New Westminster, BC; North Vancouver, BC; Port Coquitlam, BC; Vancouver, BC; West Vancouver, BC

604 637 2021

www.hiberniafinancial.ca

Liz O'Farrell, CEA

Whitby, ON

Area serviced: Whitby, ON

905-425-2340

COREY O'FARRELL, CEA
FINANCIAL ADVISOR

YellowKnife, NT

Area serviced: YellowKnife, NT

6138889992

Brianne O'Kane, CEA
Advisor

Windsor, ON

Area serviced: Windsor, ON

519-965-4758

Kait O'Reilly, CEA
Articled Clerk

St. John's, NL

My name is Kait O'Reilly,. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University.
I am passionate about providing legal services in Wills and Estates in a timely manner… Read more »

Area serviced: St. John's, NL

9025799547

Steven Oen, CFP, CLU, CEA
Estate Planning Specialist

Toronto, ON Mississauga, ON

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

Gayle Ohlenroth, CEA
Advisor

Kingston, ON

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

Keith Oickle, CEA
President

Prospect Bay, NS

I am a CPA, CA, TEP, CEA with over 35 years experience assisting clients with financial planning matters.

Read more »

Area serviced: Prospect Bay, NS

902-225-4733

Ellery Oickle, CEA
Financial Advisor

Burlington, ON

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

https://inherentwealth.ca/

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

Penticton, BC

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

7787603751

Glenda Opsahl, CEA
President

Markham, ON

Area serviced: Markham, ON

4166053697

Our business, in conjunction with our partners, offers:

-Estate Planning

- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals

-Tax Efficient Retirement Planning

-In depth Financial Planning

-Insurance (Life, Disability, Critical Illness, and Group Benefits)

Area serviced: Perth, ON

Area serviced: Ottawa, ON

I have served on the Board of Funeral Services Education Advisory Committee with the creation of our new legislation. I was also honoured to serve on the Executive with the Ontario Funeral Service Association for two years.

I feel that having the ability to assist families with all aspects of the funeral arrangements, whether it be in advance of the death, at the time of the death or with the aftercare program is a huge asset to the families we serve.

Area serviced: Whitby, ON

Area serviced: YellowKnife, NT

Area serviced: Windsor, ON

Area serviced: St. John's, NL

My name is Kait O'Reilly,. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University.

I am passionate about providing legal services in Wills and Estates in a timely manner with avid due diligence.

I will also provide services in Real estate, Personal Injury, Civil Litigation, and more pending my call to the bar in June 2024.

Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON

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 to realize your goals and stay on
track. I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.

I've been helping pre-retirees, retirees and small business owners with:

- Estate Preservation/Transfer

- Business transitioning

- Risk Management

Area serviced: Kingston, ON

My clients will always be treated with respect and have full transparency and confidentiality in all aspects of working with me.

Area serviced: Prospect Bay, NS

I am a CPA, CA, TEP, CEA with over 35 years experience assisting clients with financial planning matters.

Area serviced: Burlington, ON

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.

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.