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A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and… Read more »
Area serviced: Ottawa, ON
Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and differentiate their practice from others.
The advisory role can… Read more »
Area serviced: North Vancouver, BC
Area serviced: Chilliwack, BC
My mission is to provide professional, comprehensive and unbiased advice and to make appropriate product recommendations for all aspects of investment, risk management and estate preservation and planning solutions. 
Executors and trustees are invited… Read more »
Area serviced: Calgary, AB
403 640 0928

At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Burnaby, BC; Delta, BC; Chilliwack, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; West Vancouver, BC; White Rock, BC; Vancouver, BC

I am a Financial Wealth Advisor with 14 years experience helping individuals prepare for, and transition into, retirement. 
I work with my clients to help them develop a tax efficient income stream in retirement while maximizing their government… Read more »
Area serviced: Calgary, AB
I have been in the role of financial advisor for the pas 26 years, mainly in the advisory role in thw efield of investments as well as Estate Planning and consultation.  A main goal in working with my clients has been to effect an orderly and tax… Read more »
Area serviced: Stouffville, ON
John Procenko has been providing Markham/Unionville residents with his special brand of warm, caring service based on his driven determination and over 30 years of industry experience.
With his extensive background in residential, commercial and investment… Read more »
Area serviced: Markham, ON; Stouffville, ON; Toronto, ON; Whitby, ON; Richmond Hill, ON; Aurora, ON; North York, ON; Newmarket, ON
I have been with Edward Jones since 2016 and have been serving the West Kootenay's. We provided a unique learning and supportive enviroment for all of our clients. 
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Area serviced: Castlegar, BC