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As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a… Read more »
Area serviced: Edmonton, AB
I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that… Read more »
Area serviced: Victoria, BC

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.
With more than thirty-nine years in the funeral and cemetery industries, I have gained vast experience assisting… Read more »
Area serviced: Scarborough, ON; Peterborough, ON; Uxbridge, ON; Toronto, ON
Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps… Read more »
Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON
Nicole Rothe is a Financial Planner with Manulife Securities Investment Services Inc. and Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated from the University of Alberta with a Bachelor of Science Degree, and in 2020 achieved… Read more »
Area serviced: Spruce Grove, AB; Edmonton, AB; Sherwood Park, AB; Stony Plain, AB; St. Albert, AB
I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.  
I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost… Read more »
Area serviced: London, ON; Sarnia, ON
I'm a Financial Planner with over 30 years experience servicing clients all over Canada. I provide comprehensive financial planning advise with an emphasis on Pre-Retirement Planning. I'm also a Certified Retirement Coach to help clients with the non-financial… Read more »
Area serviced: Nepean, ON