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Saskatoon, SK Contact

YXE Notary, owned by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK) and the Greater Saskatoon Chamber of Commerce.
YXE Notary was established in 2018 and offers general notarial public services, execution of real estate purchase… Read more »

Area serviced: Saskatoon, SK

3067172581

Tracey Rompain, CEA
Certified Financial Planner

Victoria, BC Contact

I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager. Through this experience I learned that I enjoy planning and working with people and it became clear to me that… Read more »

Area serviced: Victoria, BC

2507443575

Jane Ross, CEA
Principal Consultant

Toronto, ON Contact

Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON

416-841-6741

Nicole Rothe, CEA
Financial Planner

Spruce Grove, AB Contact

Nicole Rothe is a Financial Planner with Manulife Securities Investment Services Inc. and Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated from the University of Alberta with a Bachelor of Science Degree, and in 2020 achieved… Read more »

Area serviced: Spruce Grove, AB; Edmonton, AB; Sherwood Park, AB; Stony Plain, AB; St. Albert, AB

780-962-1146

Justin Rousseaux, CEA
Financial Advisor

Burlington, ON Contact

Area serviced: Burlington, ON

905-336-9941

Kayla Rousseaux ,CPCA, CEA
Marketing and Business Development Coordinator

Burlington, ON Contact

Area serviced: Burlington, ON

905-336-9941

Bob Rowe, CFP, CLU, CHS, CEA, RRC, CEA
Certified Financial Planner

London, ON Sarnia, ON London, ON Contact

I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.
I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost… Read more »

Area serviced: London, ON; Sarnia, ON

519-490-0926
5194900926

Lynn Rowsell, CEA
Financial Services Officer

Ottawa, ON Contact

Area serviced: Ottawa, ON

613-729-4312

Daniel Roy, CEA
Financial Planner

Nepean, ON Contact

I'm a Financial Planner with over 30 years experience servicing clients all over Canada. I provide comprehensive financial planning advise with an emphasis on Pre-Retirement Planning. I'm also a Certified Retirement Coach to help clients with the non-financial… Read more »

Area serviced: Nepean, ON

613-440-2734

David Rubin, CEA
VP, Marketing & Business Development - Retired

Newmarket, ON Contact

Area serviced: Newmarket, ON

4168826130

Chelsea Rushton, CEA
Ms.

Calgary, AB Contact

Area serviced: Calgary, AB

5875005648

Aaron Ruston, CEA
President

Moose Jaw, SK Contact

Area serviced: Moose Jaw, SK

3066915433

Ali (Amir) Sadr-Baygi, CEA
Mr.

Vaughan, ON Contact

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

416-999-4280

Karen Sage, CEA
CFP

Flamborough, ON Contact

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

John Saikaley, CEA
Financial Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON; Arnprior, ON; Bancroft, ON; Barrie, ON; Belleville, ON; Merrickville, ON; Winchester, ON

6138297874

Area serviced: Victoria, BC

I will provide you and your family with information you need to make the best financial decisions to reach your personal goals. I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan. I can assist you in each area with my expertise. Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.

I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services. As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic. I have been tough to address many aspects of aging that can impact your financial and social circumstances.

Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON

Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!

Area serviced: Spruce Grove, AB; Edmonton, AB; Sherwood Park, AB; Stony Plain, AB; St. Albert, AB

Nicole Rothe is
a Financial Planner with Manulife Securities Investment Services Inc. and
Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated
from the University of Alberta with a Bachelor of Science Degree, and in 2020
achieved both her Certified Financial Planner ® designation and the Elder
Planning Counsellor designation.

Area serviced: Burlington, ON

Area serviced: London, ON; Sarnia, ON

I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.

I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost effective transfer of assets to your heirs and other beneficiaries.

Area serviced: Ottawa, ON

Area serviced: Nepean, ON

Area serviced: Newmarket, ON

Area serviced: Calgary, AB

Area serviced: Moose Jaw, SK

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 giving and the structures and strategies involved with that to meet a client's personal as well as corporate purposes. Key note speaker in Canada as well as USA for national conferences as well as ongoing financial expert pieces and consultant for radio and television.

Area serviced: Vaughan, ON

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 Life Insurance
6. RRSP Loans, GIC's, RRIF
7. Investment and Segregated Funds
8. Tax and Estate Planning
9. Mortgages
10. Representative of Top Insurance Companies:Canada Life, Manulife Financial, Sun Life, BMO Insurance, Desjardin Financial, Equitable Life, Industrial Alliance, RBC Insurance

Holding CLU, CH.F.C, and CHS Designations.

Experience since 1994.

11.Buying and Selling Real Estate Investments since 2003.

Area serviced: Flamborough, ON

Area serviced: Ottawa, ON; Arnprior, ON; Bancroft, ON; Barrie, ON; Belleville, ON; Merrickville, ON; Winchester, ON

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 more present in my practice then before. My goal is broaden my knowledge regarding this area to assist existing clients and work with professionals whom have and require my expertise.