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Financial advisor for 37 years serving clients in Canada as well as USA with an MBA, CFP, CSC, CSA ,CFRE and CFC degrees and designations.. In addition to having full financial service offices for clients also has In-depth experience in charitable… Read more »
Area serviced: Moose Jaw, SK

My Services:

1. Comprehensive Financial Planning
2. Retirement Planning
3. Wealth Creation, Wealth Preservation and Wealth Transfer to future generation
4. Children Education Savings plans, RESP
5. Income Replacement, Critical Illness and… Read more »
Area serviced: Vaughan, ON
I am a Certified Financial Planner specializing in helping clients save and plan for their future to provide the chosen income and lifestyle for their retirement.  Often times this includes planning and assisting in the passing of wealth to their next… Read more »
Area serviced: Flamborough, ON
905 690 5030
30 Years plus in the Life, Health Insurance Business, Mutual Fund Licensed, CHS and Financial Advisor working with Business Owners, Families in the construction, trades business whom own real estate looking for assistance on the Estate side has been… Read more »
Area serviced: Ottawa, ON; Arnprior, ON; Bancroft, ON; Barrie, ON; Belleville, ON; Merrickville, ON; Winchester, ON
 Clients are always surprised at the simplicity of my financial plans. It's been my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the… Read more »
Area serviced: Ile des Chenes, MB
Area serviced: Ottawa, ON; Moncton, NB; Charlottetown, PE; Abbotsford, BC
613-798-7700 ext230
As a true specialized Bond Professional at Ai Insurance, Dustin SanVido works with clients across Canada and internationally to facilitate all types of bonding needs for companies and individuals in the commercial and private sector, including Estate,… Read more »
Area serviced: Mississauga, ON

I am an Investment advisor, hold multiple licenses: Investments, Insurance, Mortgage. My mutual fund and insurance licenses are sponsored through Carte Financial Group. My mortgage license is sponsored by RateShop… Read more »
Area serviced: Scarborough, ON
Kathy Sauerborn is the VP Retail Banking for Access Credit Union.  Access Credit Union is a strong Credit Union with over $10 billion in assets and serving 51  communities in the Province of Manitoba.  Access Credit Union offers a multitude… Read more »
Area serviced: Gimli, MB
For over 20 years, Bona has been helping individuals and families achieve their financial goals. She specializes in financial planning, allowing you the freedom and peace of mind to know you're on the right track.

Bona started her career with TD… Read more »
Area serviced: Ottawa, ON; Toronto, ON
613-680-6784 ext 233
Phil is the President of Sawyer & Associates Financial Services Ltd. He began his career in the financial industry in 1983, right after graduating from University with a degree in Economics and began what would become a very successful career as… Read more »
Area serviced: Sudbury, ON