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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… Read more »
Area serviced: Ottawa, ON
6135662229
YXE Notary and Estate Services, owned and operated by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK). 
YXE Notary and Estate Services was established in 2018 and offers general notarial public services, execution of real… Read more »
Area serviced: Saskatoon, SK
3067172581
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

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
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… Read more »
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
A Certified Financial Planner (CFP®️) and Responsible Investment Specialist (RIS) with over 22 years of financial services experience, Catrina's team provides comprehensive financial, estate, and wealth protection planning for her clients.
Working… Read more »
Area serviced: Calgary, AB; Fort McMurray, AB
4033694639
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
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… Read more »
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
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
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: Gabriola, BC
5875005648
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… Read more »
Area serviced: Moose Jaw, SK
3066915433