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Richmond Hill, ON Contact

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values,… Read more »

Area serviced: Richmond Hill, ON

647-946-8665

Daniel Sember, CEA
President

Richmond, BC Contact

Area serviced: Richmond, BC

6043703370

Pierre Senecal, CEA
Executive Financial Consultant

Newmarket, ON Contact

# Read more »

Area serviced: Newmarket, ON

9059522020

Adam Settecase, CEA
Trust Officer

Montreal, QC Contact

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University… Read more »

Area serviced: Montreal, QC

(438)994-8665

Linda Sgorlon, CEA
Market Manager

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

4163084922

Devendra Sharma, CEA
Director

Mississauga, ON Contact

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor… Read more »

Area serviced: Mississauga, ON

(905)670-6999

Paula Nixey Shaughnessy , FPP, CEA
Owner

Ottawa, ON Contact

Having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.
My greatest satisfaction comes from all the thank-you… Read more »

Area serviced: Ottawa, ON; All, ON; All cities , LB; All, NB; All, NS; All cities, PE; All, SK; All, MB; All, AB; All, BC; All, NT; All, NU; All, YT

613-294-1144

Cory Sheehan, CEA
Financial Advisor

Burlington, ON Contact

Area serviced: Burlington, ON

905 336 5090

Brandi Sherman, CEA
Senior Business Manager

Vaughan, ON Contact

Area serviced: Vaughan, ON

4167126752

William Shewfelt, CEA
Your Financial Caddie

Kincardine, ON Contact

“Your financial life caddie”
cad·die
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best… Read more »

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

519-396-3874

Judy Shibata, CEA
Account Executive

Markham, ON Contact

Area serviced: Markham, ON

416-209-2477

Janet Shimizu, CEA
Small Business Coach

Gibsons, BC Contact

Area serviced: Gibsons, BC

6042500695

Sarah Shipley, CEA
Lawyer

Whitby, ON Contact

Sarah grew up in Durham and has lived in the Whitby area since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in Whitby.
Sarah’s practice is restricted to advising and representing clients with respect to all matters relating… Read more »

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON

905-666-8588

Alireza Shirvani, CEA
Wealth advisor

Thornhill, ON Toronto, ON Contact

# Read more »

Area serviced: Thornhill, ON; Toronto, ON

4168333185

Bruce Shoff, CEA
CFP

Simcoe, ON Contact

I am a Certified Financial Planner Professional working at Good Redden Klosler Wealthmanagement a division of Good Redden Klosler LLP Accounting Firm.
We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management… Read more »

Area serviced: Simcoe, ON

5194106603

Area serviced: Richmond, BC

Area serviced: Newmarket, ON

Full service financial planning practice. We specialized in helping our clients through complex business, tax and estate planning.

We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.

Area serviced: Montreal, QC

I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.

Area serviced: Toronto, ON

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services

Area serviced: Mississauga, ON

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.

Area serviced: Ottawa, ON; All, ON; All cities , LB; All, NB; All, NS; All cities, PE; All, SK; All, MB; All, AB; All, BC; All, NT; All, NU; All, YT

My greatest satisfaction comes from all the thank-you letters I receive for having made the entire Executor process into a journey they can "actually feel proud to have completed".

Area serviced: Burlington, ON

As a Certified Financial Planner and now a Certified Executor Advisor, I have made a commitment to serving my clients as best as possible and I am continualy looking for ways to improve on this.
Having a dedicated associate, allows me to spend my time having deep conversations and understand what's truly important to my clients. This then helps to put a detailed, personal and actionable plan in place to help our clients achieve their goals and fulfill their purpose. Even in some cases aligning their investment portfolio with their values.

Being independent from a large corporation allows me to act transparently and without bias toward any product which allows me to access the best fitted solution for my clients.

I look forward to the opportunity to meet you.

Area serviced: Vaughan, ON

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

“Your financial life caddie”

cad·die

/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.

Shewfelt Financial Limited (Freedom 55 Financial) has been the premier provider of life insurance, investment advice and estate planning for Kincardine and surrounding areas for over 35 years.

Area serviced: Markham, ON

Area serviced: Gibsons, BC

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON

Sarah grew up in Durham and has lived in the Whitby area
since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in
Whitby.

Sarah’s practice is restricted to advising and representing
clients with respect to all matters relating to estate administration, estate
litigation, trust administration, passing of accounts applications, guardianship,
preparation of Wills & Powers of Attorney, and ‘probate’.

Sarah has conducted presentations on the importance of
having Wills and Powers of Attorney to audiences such as; Scotiabank, Lakeridge
Health, Alzheimers Society of Durham Region and the Whitby Chamber of Commerce.

Area serviced: Thornhill, ON; Toronto, ON

Wealth Advisor for high net worth clients

Area serviced: Simcoe, ON

I am a Certified Financial Planner Professional working at Good Redden Klosler Wealthmanagement a division of Good Redden Klosler LLP Accounting Firm.

We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management Services.