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Deborah has been in the life insurance and financial services industry for over 47 years. She specializes in life, disability, critical illness and long term care insurances as well as financial and investment planning. She is a Certified Financial… Read more »
Area serviced: Waterloo, ON; Most of Ontario, ON
519-747-7447 or 1-800-353-8058

Making an impact in my clients' lives means everything to me and I do this by giving them a clear vision of their financial future and helping them plan for it.
Listening to and understanding their life goals are hallmarks of the success of my practice… Read more »
Area serviced: Waterloo, ON; Kitchener, ON; Cambridge, ON
(519) 746-4221
Rob Sylvester CFP, CLU, CHS, CEA
With over 25 years of industry experience, Rob has developed extensive expertise in the areas of financial and retirement planning, investment management, life/disability insurance, taxation and estate planning. 
Having… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Oakville, ON
(905) 599-9222
(905) 286-1334
My work, with respect to estates, typically begins with the pre-planning stage by creating a detailed Estate Plan. I work with my clients to ensure that their intentions for all their worldly assets after their death are properly aligned with the written… Read more »
Area serviced: Kingston, ON; Serving most cities in Ontario, ON
Area serviced: Vancouver, BC; Richmond, BC
Mulit-generational family wealth planning available to ensure wealth is preserved efficiently as possible with a minimization of income taxes.  This may include trusts, holding companie as well as personal assets.
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Area serviced: Vancouver, BC; Kelowna, BC
Kelly Taylor CFP BComm is the co-founder of The Tower Group's proprietary Wealth Creation System, which is a process to implement the philosophical approach on how financial affairs should be applied to your life. Don't follow the crowd. Follow a philosophy… Read more »
Area serviced: Calgary, AB
I have been employed by the Cornerstone Credit Union for almost 25 years.  Prior to my employment with Cornerstone Credit Union, I was a legal secretary and then a Village Administrator. 

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Area serviced: Yorkton, SK
306 786-2247
A driven professional with several years’ experience in
diversified industries. I am very personable and an excellent communicator with a
common-sense approach. I am logical and driven to complete all necessary requirements. 
In the time of… Read more »
Area serviced: Calgary, AB; Medicine Hat, AB; Airdrie, AB; Didsbury, AB; High River, AB; Okotoks, AB; Turner Valley, AB; Brooks, AB; Camrose, AB; Canmore, AB; Edmonton, AB; Fort Macleod, AB; Lethbridge, AB; Irricana, AB; Lacombe, AB; Ponoka, AB; Sherwood Park, AB; Picture Butte, AB; Stettler, AB; Strathmore, AB; Sylvan Lake, AB; Red Deer, AB
At Thom & Associates over the past 25+ years, we have been blessed with very supportive professional connections and fantastic clients.  Though we specialize in retirement, financial and estate planning, whatever the challenge, we are here to meet and… Read more »
Area serviced: Kelowna, BC
Insurance Broker
Being an executor: An honour or a burden?
Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.
Making your life easy just call Kathy who has… Read more »
Area serviced: Calgary, AB