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Area serviced: Fort St John, BC
250 785 7575
As a family financial expert, I am passionate about helping families and business owners answer the tough questions and ensure they have the resources they need to retire comfortably. My diverse experience and education, including blended family dynamics,… Read more »
Area serviced: Calgary, AB
4032088028

12+ years diverse Banking experienceRetail banking, Investments and Estate planning.Areas Serviced: Courtenay, BC; Comox, BC; Campbell River, BC; Parksville, BC; Qualicum Beach, BC; Sidney, BC; Nanaimo, BC; Victoria, BC; Duncan, BC; Ladysmith, BC;… Read more »
Area serviced: Courtenay, BC
2503348888
Area serviced: Calgary, AB
403-608-8828
Area serviced: Stonewall, MB
204-467-5574
https://sarkarfinancialconsulting.ca/

I am an Investment advisor, hold multiple licenses: Investments, Insurance, Mortgage. My mutual fund and insurance licenses are sponsored through Carte Financial Group. My mortgage license is sponsored by RateShop… Read more »
Area serviced: Scarborough, ON
6478976039
I am an investment advisor with 25 years experience through Investia Financial Services, providing mutual funds and life insurance products and advice to meet the personal needs for individuals and families before and into retirement. I have completed… Read more »
Area serviced: Winnipeg, MB
2049535533
As a CPA with extensive experience in financial planning, cost management, and strategic analysis, I support clients in making informed financial decisions. My services include budgeting, forecasting, variance analysis, and financial reporting, with… Read more »
Area serviced: Calgary, AB
4036040578
Kathy Sauerborn is the VP Retail Banking for Access Credit Union.  Access Credit Union is a strong Credit Union with over $10 billion in assets and serving 51  communities in the Province of Manitoba.  Access Credit Union offers a multitude… Read more »
Area serviced: Gimli, MB
2046415195
Phil is the President of Sawyer & Associates Financial Services Ltd. He began his career in the financial industry in 1983, right after graduating from University with a degree in Economics and began what would become a very successful career as… Read more »
Area serviced: Sudbury, ON
705-560-5475
Jordan is a financial advisor and licensed mutual funds dealer with a background in life insurance She is currently working as a financial advisor and mutual funds representative at one of the largest federal credit unions in Canada. Areas of business… Read more »
Area serviced: Victoria, BC
250-483-8529
Comprehensive financial planning, investment management and tax planning
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Area serviced: Ottawa, ON
6138844007