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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
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
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
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
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… Read more »
Area serviced: Burlington, ON
905 336 5090
“Your financial life caddie”
/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
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
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