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We assist our clients in the three “W’s” of wealth:  wealth creation, wealth preservation, and intergenerational wealth transfer.
At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand… Read more »
Area serviced: Headingley, MB; Winnipeg, MB; Western Manitoba, MB; Brandon, MB; La Salle, MB; Winkler, MB; Portage la Prairie, MB; The Pas, MB; Niverville, MB; Stonewall, MB; Steinbach, MB
204-384-1496
Second Half Solutions is a boutique financial planning firm, specializing to create client financial awareness through a transparent and accountable process. Scott Spence is the founder / principal of Second Half Solutions Ltd. Scott's diverse financial… Read more »
Area serviced: Winnipeg, MB
204.222.4253
Aaron Spink is the Vice President & Market Manager for TD Private Wealth Management in Edmonton.  He leads a team of Wealth Advisors, Senior Private Bankers, and Wealth Professionals, providing exceptional customer service and… Read more »
Area serviced: Edmonton, AB
7804086187




Adrian is a Private Wealth Advisor with PFC Wealth Solutions and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI),… Read more »
Area serviced: Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Coquitlam, BC; Kelowna, BC; Cranbrook, BC; Kimberley, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Kamloops, BC; White Rock, BC; Whistler, BC; West Vancouver, BC; West Kelowna, BC; Vernon, BC; Vancouver, BC; Surrey, BC; Richmond, BC; Delta, BC; Penticton, BC
(604) 855-6846
I am a born and raised Calgarian with strong roots in both Calgary and Banff. I am very proud of my family who instilled the value of "if you are going to do something do it right, and put in 100% effort".

This core belief has helped me in many aspects… Read more »
Area serviced: Calgary, AB
403-242-3166
Area serviced: Winnipeg, MB
(204)989-7400
I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed… Read more »
Area serviced: Guelph, ON
5193621872
Area serviced: East Hants, NS; Stellarton, NS; Bedford, NS; Truro, NS
17097464546
Professional office with four full time Advisors and four support staff.
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Area serviced: Goderich, ON
519-524-5222
A Financial Advisor and independent owner of 3 Co-operators Insurance locations I provide a holistic view of a clients Financial and Risk Managment plan. Although providing property and casualty insurance is a significant part of our business I focus… Read more »
Area serviced: Airdrie, AB
4035859406
I, Glenn Stewart now offer Retirement Planning, Insurance and Executor Advice to clients. I develop each clients' individual needs and help them in choosing unique services to assist them in attaining their goals. So, whether you're seeking Tax Savings,… Read more »
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Waterloo (Region), ON
519-896-9970 or 1-800-256-8685
Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.  I first became… Read more »
Area serviced: Calgary, AB; Victoria, BC
403-614-5789