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Camrose, AB

Vision Credit Union is a full service financial credit union. We strive to provide the best service possible to our members. I have been working in the financial industry for over 35 years. I have worked in all aspects of the financial services… Read more »

Area serviced: Camrose, AB

780-672-6341

Chantal Rogers-Pownall, CEA
Associate

Ottawa, ON

Area serviced: Ottawa, ON

6135662229

Corrina Rokosh, CEA
Wealth Advisor B.Comm, CIWM

Edmonton, AB

Area serviced: Edmonton, AB

780-9936759

Nadine Rolph, CEA
Notary Public

Saskatoon, SK

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

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

2505904724

Heather Ross, CEA
Miss

Peterborough, ON

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.
With more than thirty-nine years in the funeral and cemetery industries, I have gained vast experience assisting… Read more »

Area serviced: Peterborough, ON; Scarborough, ON; Uxbridge, ON; Toronto, ON

1-844-944-0900

Timothy Ross, CEA
Family Advisor ®, CKA®, RIS, RIAC, CEA

Brockville, ON

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA
CEO & Founder, Brock Shores Financial
Mutual Funds offered through PEAK Investment Services Inc.
Brock Shores Financial / Timothy Ross & Associates
Family Office Providing Omega Stewardship… Read more »

Area serviced: Brockville, ON; Kingston, ON; Ottawa-Carleton, ON; Smiths Falls, ON; Addison, ON; Cornwall, ON; Merrickville, ON; Manotick, ON; Morrisburg, ON; Ottawa, ON; Osgoode, ON; Perth, ON

6132134625

Jane Ross, CEA
Principal Consultant

Toronto, ON

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

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

Area serviced: Burlington, ON

905-336-9941

Kayla Rousseaux ,CPCA, CEA
Marketing and Business Development Coordinator

Burlington, ON

Area serviced: Burlington, ON

905-336-9941

Christine Rousselle, CEA
P.App, CRA, CEA

Fitzroy Harbour, ON

Area serviced: Fitzroy Harbour, ON; Arnprior, ON; West Carleton, ON; White Lake, ON; Renfrew, ON; Mississippi Mills/ Almonte, ON; Carleton Place, ON

613-623-9260 x 244

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

London, ON Sarnia, ON London, 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… Read more »

Area serviced: London, ON; Sarnia, ON

519-490-0926
5194900926

Lynn Rowsell, CEA
Financial Services Officer

Ottawa, ON

Area serviced: Ottawa, ON

613-729-4312

Daniel Roy, CEA
Financial Planner

Nepean, ON

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

Area serviced: Ottawa, ON

With over 30 years of experience in financial services, Chantal seamlessly coordinates and manages processes within a team of Investment Advisors. Her friendly and helpful demeanor comes through in every interaction. Chantal has completed several industry courses, including the Canadian Securities Course, Professional Financial Planning and the Canadian Initiative for Elder Planning Studies (EPC). As a Registered Representative in the Pearson Wealth Management group at RBC Dominion Securities Inc., Chantal also routinely contributes to the team’s wealth and portfolio management process.

Area serviced: Edmonton, AB

As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing, preserving and transferring your wealth plays in helping you enjoy the life you want to lead. We want to help you optimize the transfer of your wealth.

Area serviced: Saskatoon, SK

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 and sale documents, land title transfers including surviving joint tenant transfers, among many other services. YXE Notary is registered with the US Consulate General in Calgary for authentication of documents.

Nadine lives in Saskatoon with her two Maltese dogs. Nadine has a Bachelor of Commerce with a major in Statistics and a background in tax legislation.

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: Peterborough, ON; Scarborough, ON; Uxbridge, ON; Toronto, ON

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.

With more than thirty-nine years in the funeral and cemetery industries, I have gained vast experience assisting families through the loss of a loved one of all cultures. I have worked with families not only following a death but also before in preparing their wishes in advance.

I have worked diligently to provide caring compassionate assistance to all families prior to and following a death, tailoring services to the unique needs of each family, individual and executor, in order to ensure their very personal requests and details are considered and carried out. I have also developed and expanded upon programs to help families and executors complete the task of dealing with estate issues as easily and simply as possible in order to alleviate the stress that arises during this difficult time. I am constantly updating and adding items not only to assist families, individuals and executors before a death occurs but following.

Area serviced: Brockville, ON; Kingston, ON; Ottawa-Carleton, ON; Smiths Falls, ON; Addison, ON; Cornwall, ON; Merrickville, ON; Manotick, ON; Morrisburg, ON; Ottawa, ON; Osgoode, ON; Perth, ON

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA

CEO & Founder, Brock Shores Financial

Mutual Funds offered through PEAK Investment Services Inc.

Brock Shores Financial / Timothy Ross & Associates

Family Office Providing Omega Stewardship ®

Mission - Vision – Core Values

“Serving our clients and community since 1988”

OMEGA STEWARDSHIP ®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions

#ImprovingFutures www.ImprovingFutures.ca

Helping Families Achieve ... Life's Major Goals ®
1. Tax Smart Planning & Investing
2. Worry Free Retirement
3. Education of Our Children & Grandchildren
4. Quality Care for Our Parents
5. Meaningful Financial Help for Our Loved Ones
6. Meaningful Legacy

Member of Advocis, The Financial Advisors Association of Canada
Member of IFB, Independent Financial Brokers of Canada
Member of RIA, Responsible Investment Association
Member of the Rotary Club of 1000 Islands, Paul Harris Fellow

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: Fitzroy Harbour, ON; Arnprior, ON; West Carleton, ON; White Lake, ON; Renfrew, ON; Mississippi Mills/ Almonte, ON; Carleton Place, ON

Christine's career truly reflects a blend of professionalism and personal values. Her specialized focus on Estate appraisals, bolstered by her Certified Executor Advisor (CEA) designation, highlights her commitment to providing expert services in an important area of the appraisal field. Her experience, rooted in her membership with the Appraisal Institute of Canada since 2004, speaks to a long-standing dedication to her craft.

Christine’s work at Rivington Appraisers Inc. further emphasizes her collaborative approach, especially given her positive working relationships with colleagues and the support she receives from the admin team. This strong communication flow helps ensure her clients receive the attention they deserve.

On a personal level, Christine’s connection to the Arnprior and Renfrew areas, where she grew up and enjoys country living, further enriches her perspective. Her love for camping and gardening aligns with her values of work-life balance and her desire to remain connected to nature, ensuring she’s grounded both professionally and personally.

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