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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 $13 billion in assets and serving 47  communities in the Province of Manitoba.  Access Credit Union offers a multitude… Read more »
Area serviced: Gimli, MB
2046415195
Comprehensive financial planning, investment management and tax planning
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Area serviced: Ottawa, ON
6138844007
I've always been interested in the world of finance and business. I studied economics at university hoping one day to find a profession I loved and believed in. The event that solidified my choice to become a financial advisor happened over 20 years… Read more »
Area serviced: Kitchener, ON; London, ON; Milton, ON
2263389800


Bryan graduated from the Odette School of Business in April 2012. He holds a Bachelor of Commerce degree with a concentration in finance. He is recognized as a member of the Golden Key Society for ranking in the top 15% of his class in academics.

Upon… Read more »
Area serviced: Oshawa, ON
14169984032
Wealth Advisor for TD Private Wealth Management providing Investment, Private Banking and Estate Planning and Services
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Area serviced: Ottawa, ON
613 404-2833
I have worked in the finance industry for over 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.
I have attained multiple designations since starting in the field including: Certified Financial… Read more »
Area serviced: Kamloops, BC
2508282800
I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values,… Read more »
Area serviced: Richmond Hill, ON
647-946-8663