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we have an average size practice with 4 advisors and 2 full time assistantsgeographically we cover a territory from elliot lake to thunder bay we have a wide range of clients , but are looking to be the added resource clients are looking for… Read more »
Area serviced: Sault Ste. Marie, ON
I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance,… Read more »
Area serviced: St. Thomas, ON
I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has… Read more »
Area serviced: Oakville, ON
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially… Read more »
Area serviced: Innisfil, ON; Barrie, ON; Alliston, ON
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and… Read more »
Area serviced: Kingston, ON; Belleville, ON; Peterborough, ON; Brockville, ON
Our firm name is Team Approach Planning, we feel that taking a collaborative approach to planning for and solving for potential problems best serves you and your family today and tomorrow. In today's world there is a lot of information available.… Read more »
Area serviced: Collingwood, ON; Wasaga Beach, ON
705-446-9986 ext 101
Area serviced: Vancouver, BC
(604) 862-8783
Area serviced: Toronto, ON
905 483 0561
Hello,I work for BlueShore Financial, which I consider to be the preeminent financial institutions in Canada.We pride ourselves on providing an exceptional client experience, along with delivering prudent financial and investment advice.With more than… Read more »
Area serviced: North Vancouver, BC
Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter… Read more »
Area serviced: Halifax, NS; Cape Breton Regional Municipality, NS