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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
Getting Your Affairs In Order is a funeral pre-planning service, created to help people and their families prepare for end-of-life and ensure their final wishes are carried out. Services include will preparation, funeral arrangements, repatriation travel… Read more »
Area serviced: New Westminster, BC
778-886-2343
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
Sunrise Estate Services in Alberta is here to help lessen the stress that comes with personal loss. Let us handle the estate, while you focus on your family.
Sunrise Estate Services was launched In 2015 when Becky and Clare noticed that there was a… Read more »
Area serviced: Spruce Grove, AB; Edmonton, AB; Calgary, AB; Grande Prairie, AB; Medicine Hat, AB
7805547218
Area serviced: Richmond, BC
604-218-6500
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
7782056000
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
647-401-4209
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
6132835510
Ken Park owned & managed a financial planning, estate & risk management franchise for over a decade before joining the clergy as pastor. Technically minded, he enjoy the efficiencies of a well managed and executed plan that ultimately enhances donor… Read more »
Area serviced: Toronto, ON
6472223704
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
7804601701