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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
I started in the insurance industry in 1982 with Standard Life.  I enjoyed dealing with small and medium sized business owners enjoying the tax and legal issues that I could become a coach with them on.  I learned as I grew that I needed more… Read more »
Area serviced: Ottawa, ON
As a Certified Financial Planner and Elder Planning Counselor, Shawn has been helping Canadians achieve their financial goals for over 25 years. Shawn is a graduate of the School of Business at Queens University and has also taught a variety of financial… Read more »
Area serviced: Kingston, ON
Velma Noble brings a warm, compassionate, and hopeful therapeutic stance to her private counselling practice established in 2004. She employs a holistic approach (mind, body, and soul) that is equally balanced with a practical, strength-based approach.… Read more »
Area serviced: Calgary, AB

Edward C. Northwood is the resident U.S. attorney in the Toronto Office of the Firm and heads the private client group. He concentrates his practice in U.S. domestic and international tax matters involving estate planning, family business planning, charitable… Read more »
Area serviced: Toronto, ON

Mark is president of the Canadian Institute of Certified Executor Advisors (and also of Strategic Edge Chartered Financial Consulting Inc, which provides integrated tax strategies for Canadians through their professional advisors). His career includes… Read more »
Area serviced: Howe Island, ON