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Whitby, ON Contact

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

905-666-8588

Alireza Shirvani, CEA
Wealth advisor

Thornhill, ON Toronto, ON Contact

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Area serviced: Thornhill, ON; Toronto, ON

4168333185

Mitchell Silber, CEA
Head Money Coach

Toronto, ON Contact

Area serviced: Toronto, ON

4162587715

Brandon Silbermann, CEA
Financial Advisor

Waterloo (Region), ON Contact

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Owen Sound, ON; Brampton, ON; Mississauga, ON; Collingwood, ON; Newmarket, ON; Hamilton, ON; Kitchener, ON; Stratford, ON

1.519.747.7727

Jeremiah Silbernagel, CEA
Financial Advisor

Calgary, AB Contact

Area serviced: Calgary, AB

4032250051

Jessica Simeonidis, CEA
Associate Consultant

Winnipeg, MB Contact

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Area serviced: Winnipeg, MB

2042984189

Chris Simmons, CEA
Financial Advisor

Brampton, ON Contact

I run an Edward Jones branch on the West end of Brampton, servicing professionals and families with investments and their financial plans. The value of face to face interactions has never been so paramount in this industry, so my office doors are… Read more »

Area serviced: Brampton, ON

905-495-4932

Jorge Simoes, CFP, CEA, CLU, CEA
Advanced Planner

Toronto, ON Contact

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Area serviced: Toronto, ON

416-569-1409

Gurmeet Singh, CEA
President

Mississauga, ON Contact

Area serviced: Mississauga, ON

9056774444

Ronald Sison, CEA
Senior Private Banking Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

647-261-2303

Anthony Sit, CEA
Wealth Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

416-308-3005

Nicole Skorupski, CEA
Managing Partner

Gimli, MB Contact

Area serviced: Gimli, MB

204-641-2172

Lauren Smith, CEA
owner operator

Maple Ridge, BC Maple Ridge, BC Contact

Area serviced: Maple Ridge, BC

604 783 6830

sabrina castellano smith, CEA
Assistant Vice President, Private Wealth Management

East St. Paul, MB Contact

Area serviced: East St. Paul, MB

204 227-7142

Robert Smith, CEA
Senior Financial Advisor

Burlington, ON Contact

Area serviced: Burlington, ON

289-798-5210

Area serviced: Thornhill, ON; Toronto, ON

Wealth Advisor for high net worth clients

Area serviced: Toronto, ON

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Owen Sound, ON; Brampton, ON; Mississauga, ON; Collingwood, ON; Newmarket, ON; Hamilton, ON; Kitchener, ON; Stratford, ON

I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario, Manitoba, and Alberta. I specialize in working with business owners in technology, agriculture, construction, demolition, and the skilled trades. The 1000+ existing clients in these industries have formed the cornerstone of our client base for over 30 years. Our familiarity with the issues and opportunities in these industries help us give tailored advice.

I've been quoted in The Globe And Mail, on Advisor.ca, and featured in Investment Executive for our strategies to attract and maintain relationships with millennials and young entrepreneurs.

» brandon.silbermann@manulifesecurities.ca

» (519) 747- 7727 ext. 202

Area serviced: Calgary, AB

Area serviced: Winnipeg, MB

Area serviced: Brampton, ON

Area serviced: Toronto, ON

Area serviced: Mississauga, ON

Area serviced: Toronto, ON

I work for TD Private Wealth Management. As a Wealth Advisor, I represent three main buckets: 1. Private Banking 2. Investment Management 3. Private Trust. As a Wealth Advisor, I regular meet new clients, plus go through a re-discovery with existing clients to better understand their wealth requirements. Being able to have a conversation in regards to estates/trusts/Wills is important, that would lead to referrals to my Private Trust team.

As a Wealth Advisor, I have my CIWM (Association of International Wealth Management), CSWP (Chartered Strategic Wealth Professional), PFP (Professional Financial Planning) and the FCSI (Fellowship of Canadian Securities Institute). Adding the CEA will truly enhance my knowledge as a Wealth Management professional.

Area serviced: Toronto, ON

Area serviced: Gimli, MB

As a Managing Partner of Access Credit Union, I manage all Member Facing employees. We take pride in assisting our members with all their banking needs and also act as advisors. Our DSR's and MSS's deal with many estate situations. As Manager, I assist with estates and speak with many families going through this difficult time in their lives. I provide guidance to all employees, so they are able to better handle the estate.

We are proud at Access Credit Union for the service we provide to our members. We are unique in that we serve many small communities, getting to know people on a personal level vs. large communities where you may not know everyone. People like to know that they can come to us, and we remember their name and their family member's names! They have a direct number where they can contact us, and we respond quickly.

Area serviced: Maple Ridge, BC

Area serviced: East St. Paul, MB

Area serviced: Burlington, ON