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Area serviced: Oakville, ON
4168389619
In the business of financial service for over a decade and immensely continue to enjoy the relationships created with individuals and families that I have crossed paths with along the journey.


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Area serviced: Richmond, BC; Vancouver, BC; Victoria, BC
778-954-6123
Area serviced: Chatham-Kent, ON; Windsor, ON
15199994437
Area serviced: Ottawa, ON; Moncton, NB; Charlottetown, PE; Abbotsford, BC
613-798-7700 ext230
Believing in the guiding principle of collaboration, we have built a team of compassionate, knowledgeable and experienced business experts and financial specialists. Together with other outside collaborative partners, the team’s singular purpose is… Read more »
Area serviced: Innisfil, ON; Barrie, ON; East Gwillimbury, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; North York, ON
(905) 758-0855
NA
I'm Serenial Life FR for almost more than 3 years now, but I have been in the industry for almost 2 decades.
My passion is to assist anyone to attain to goal of creating wealth & protecting their love ones. 
Likewise, I believe that education plays… Read more »
Area serviced: Vancouver, BC
7785523091
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 »

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
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; Abbotsford, BC; Airdrie, AB; All, SK; Acton, ON
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