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My priorities have remained unchanged for 45 years; preservation of total portfolio (household included),
earning a respectable tax preferred investment income and lowering your personal tax burden annually.
Designations: EPC, CPCA, CEA




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Area serviced: Ottawa, ON
613-567-0373
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 
We have a team of Certified Executor Advisors available to support you through the complex administrative… Read more »
Area serviced: Saskatoon, SK
306-500-9625
B.Comm., LL.B., M.Int.Tax, M.F.Acc., C.E.A., C.F.E., C.F.I.
I am a lawyer whose practice focuses on civil, administrative, and criminal litigation.
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Area serviced: Toronto, ON
416-364-7436
About MeWith over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business… Read more »
Area serviced: Markham, ON; Toronto, ON; Durham, ON; Scarborough, ON
905-707-3265
As a former teacher, my goal is to help people clearly understand what is important to them and why it is important.  Your financial plan should reflect who you are and what you want to accomplish.  As an independent insurance and investment broker,… Read more »
Area serviced: Winnipeg, MB
204-415-9074
I am a Senior Wealth Advisor  with the CFP and CPCA credentials. I have 25 years of experience working with families providing a holistic Wealth Management approach. I recommend  personalized, diversified and discipline asset management solutions along… Read more »
Area serviced: Abbotsford, BC; Mission, BC; Chilliwack, BC; Langley, BC
6048521804
I am a CERTIFIED FINANCIAL PLANNER®  with TD Wealth Financial Planning and more than 25 years of experience in the financial industry. I ensure my clients have financial peace of mind and security by looking at their holistic financial picture and… Read more »
Area serviced: Brampton, ON
9057933885
Eighteen plus years ago I discovered my true passion - helping families connect their dreams to their goals by creating tactical and purpose-built financial strategies.

My year's as a technical trainer taught me that no question is ever too basic… Read more »
Area serviced: Brampton, ON; Bolton, ON; Caledon, ON; Orangeville, ON
905-840-6699
I am a Catholic Faith based advisor that works with clients holistically to meet their spiritual needs in using financial services to protect families with insurance and financial instrument resources. I have been a Financial  & Insurance Advisor since… Read more »
Area serviced: Calgary, AB; Okotoks, AB; High River, AB; Airdrie, AB; Cochrane, AB
4032657320
I have spent the past 25 years working with businesses in finance and administration, building the trust of peers and clients. Through this work I improved processes resulting in more efficient and profitable companies. It was during this time that I… Read more »
Area serviced: Cobourg, ON
647 883 9096
Benjamin Pinfold's practice primarily focuses on Wills, Estates, and Trusts. Since his call to the bar in 2022, he has been dedicated to honing these skills, and to serving his community.
Outside of work, Ben Pinfold is a competitive broadsword fencer,… Read more »
Area serviced: Niagara Falls, ON; Niagara, ON; Thorold, ON; St.Catharines, ON; Port Colborne, ON; London, ON; Hamilton, ON; Niagara-on-the-Lake, ON; Burlington, ON
1(289) 990-0274
I operate a full service wealth management practice as a Limited Partner at Edward Jones. We are based in Stouffville, Ontario and serve across Ontario and Alberta. 
We help our client families navigate life events with expertise, compassion and integrity.… Read more »
Area serviced: Stouffville, ON
9056409559
Canadian Heritage Wealth & Estate provides retirement investment advice, estate planning advice, and business succession advice to individuals in Ontario. 
Jeffrey Poirier, Financial Advisor 
CFP, CLU, CHS, RIS
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Area serviced: Oakville, ON
905-847-5452