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Barry Soper, Certified Financial Planner, and licensed financial advisor since 1998, is a seasoned professional with 25 prior years of experience in business, mortgages, real estate investment and development, giving him the depth of knowledge and life… Read more »
Area serviced: North Vancouver, BC; Vancouver, BC; West Vancouver, BC
Area serviced: North York, ON; Toronto, ON; Durham, ON; Halton, ON; Metro Toronto, ON
Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money.
I believe that an educated client is a satisfied client and that financial success is a matter… Read more »
Area serviced: Oakville, ON
We assist our clients in the three “W’s” of wealth:  wealth creation, wealth preservation, and intergenerational wealth transfer.
At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand… Read more »
Area serviced: Headingley, MB; Winnipeg, MB; Western Manitoba, MB; Brandon, MB; La Salle, MB; Winkler, MB; Portage la Prairie, MB; The Pas, MB; Niverville, MB; Stonewall, MB; Steinbach, MB
Second Half Solutions is a boutique financial planning firm, specializing to create client financial awareness through a transparent and accountable process. Scott Spence is the founder / principal of Second Half Solutions Ltd. Scott's diverse financial… Read more »
Area serviced: Winnipeg, MB
Aaron Spink is the Vice President & Market Manager for TD Private Wealth Management in Edmonton.  He leads a team of Wealth Advisors, Senior Private Bankers, and Wealth Professionals, providing exceptional customer service and… Read more »
Area serviced: Edmonton, AB

Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management… Read more »
Area serviced: Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Coquitlam, BC; Kelowna, BC; Cranbrook, BC; Kimberley, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Kamloops, BC; White Rock, BC; Whistler, BC; West Vancouver, BC; West Kelowna, BC; Vernon, BC; Vancouver, BC; Surrey, BC; Richmond, BC; Delta, BC; Penticton, BC
(604) 855-6846
I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed… Read more »
Area serviced: Guelph, ON
Professional office with four full time Advisors and four support staff.
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Area serviced: Goderich, ON
Peter has over 20 years in financial services, having begun with Met Life and later moving to RBC Royal Bank.  A Certified Financial Planner, he  a founding partner in The NAV Group Incorporated in Trenton, Ontario, and is licenced for mutual funds… Read more »
Area serviced: Trenton, ON