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Regina, SK

Ciara strives to help clients navigate important life decisions with clarity and confidence. Growing up in a blended family and having a lifelong interest in language, culture, and society have shaped Ciara’s belief that understanding people and their… Read more »

Area serviced: Regina, SK

(306) 205-8974

www.tworiverslpc.ca

Leon McIntosh, CEA
Financial Broker

Kelowna, BC

My main focus is on wealth building strategies through financial education.My expertise in financial principles and strategies allows me to offer a comprehensive service that's tailored to each unique financial situation.My goal is to empower individuals… Read more »

Area serviced: Kelowna, BC; Calgary, AB; Toronto, ON

2508991563

KATHRYN MCKAYE-PRETTY, Candidate
Advisor (Insurance)

Toronto, ON

LLQP insurance and wealth advisor. Currently working with Lawyer's Financial Advisory from their head office in Toronto, part of the Canadian Bar Insurance Association. My focus is clients with their retirement and insurance planning/solutions. (Previously… Read more »

Area serviced: Toronto, ON

9053307361

https://lawyersfinancial.ca/

Brenda McKinley, CEA
Broker/Owner

Burlington, ON

I am a Real Estate Broker and I own Realty World Legacy in Burlington. We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington.
My agents and I love working with Buyers and Sellers in our… Read more »

Area serviced: Burlington, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Oakville, ON; Stoney Creek, ON; Waterdown, ON; Milton, ON; Glanbrook, ON; Grimsby, ON

9053208306

www.realtyworldlegacy.ca

Duncan McLachlan, CEA
President

Calgary, AB Calgary, AB

Area serviced: Calgary, AB

403 252 7589
403 569 1728

Wesley McLachlan, Candidate
CFP

Calgary, AB

Area serviced: Calgary, AB

4038307479

Kristy McLaren, Candidate
Owner, Law Clerk

Toronto, ON

I am a freelance law clerk and licensed paralegal. I offer support staff services to lawyers, with a focus on all things litigation, document review, document summary and adobe PDF. As the world of freelance law clerk is still new, I am unique because… Read more »

Area serviced: Toronto, ON

416-400-9829

www.clearlylegal.ca

R.M. (Mike) McLaren, CPCA, , CEA
Partner at Equity Associates

Oshawa, ON

Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy… Read more »

Area serviced: Oshawa, ON; Ajax, ON; Port Hope, ON; Cobourg, ON; Lindsay, ON; Markham, ON; Pickering, ON; Scarborough, ON; Scugog, ON; Toronto, ON; Uxbridge, ON; Metro Toronto, ON; Whitby, ON

905-571-4222

www.equityassociatesoshawa.com

Brady McLeod, Candidate
Lawyer

Toronto, ON

Area serviced: Toronto, ON

4379283625

Rodney McLeod, Candidate
Advisor

Regina, SK

# Read more »

Area serviced: Regina, SK

639-571-7035

https://www.empire.ca/

Kate McMaster, Candidate
Education Coordinator

North Bay, ON

Area serviced: North Bay, ON

8885583335

oacfp.com

Robin McNaughton, CEA
Financial Advisor/Owner

Brantford, ON

# Read more »

Area serviced: Brantford, ON

5194426326

Kira McNeely, Candidate
President

Perth, ON

# Read more »

Area serviced: Perth, ON; Kingston, ON

6139290621

Www.prosourcebookkeeping.com

Cindy McNeill, CEA
Vice President

London, ON

Area serviced: London, ON

587-988-8444

www.selectpath.ca

Heather McNenly, Candidate
Associate

Ottawa, ON

Area serviced: Ottawa, ON

613-883-9660

Area serviced: Kelowna, BC; Calgary, AB; Toronto, ON

My main focus is on wealth building strategies through financial education.

My expertise in financial principles and strategies allows me to offer a comprehensive service that's tailored to each unique financial situation.

My goal is to empower individuals with the knowledge and tools needed to make informed decisions that lead to financial success. By adopting a non-traditional perspective, I uncover innovative avenues for wealth creation while minimizing tax implications, ultimately guiding you toward a more secure and prosperous financial future.

Wealth Building Strategies

Cash Flow - Manage Expenses, Earn Additional Income
Debt Management- consolidate and eliminate
Financial Freedom Fund- prepare for the unexpected
Proper Protection- protect against loss of income and family assets
Build Wealth- outpace inflation and reduce taxes
Preserve Wealth- Build family legacy and reduce estate taxes

Area serviced: Toronto, ON

Currently licensed in Ontario focussedo n clients in GTA and southern Ontario and expanding to Manitoba in 2023.

Area serviced: Burlington, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Oakville, ON; Stoney Creek, ON; Waterdown, ON; Milton, ON; Glanbrook, ON; Grimsby, ON

I am a Real Estate Broker and I own Realty World Legacy in Burlington. We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington.

My agents and I love working with Buyers and Sellers in our community, guiding them through the Real Estate process.

Area serviced: Calgary, AB

Area serviced: Toronto, ON

Area serviced: Oshawa, ON; Ajax, ON; Port Hope, ON; Cobourg, ON; Lindsay, ON; Markham, ON; Pickering, ON; Scarborough, ON; Scugog, ON; Toronto, ON; Uxbridge, ON; Metro Toronto, ON; Whitby, ON

For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com

Area serviced: Toronto, ON

Area serviced: Regina, SK

Area serviced: North Bay, ON

Area serviced: Brantford, ON

Co-operators Financial Advisor specializing in working with families

Area serviced: Perth, ON; Kingston, ON

I am a professional bookkeeper with 15 years experience full service to businesses including CRA filings for personal and business, monthly reconciliation's of bank and visa, financial statement preparation and year end acc

Area serviced: London, ON

With 20+ years of experience in the Financial Services industry. Cindy's role as a Vice President, Business Development Executive at Selectpath Benefits & Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers, and Group Benefits Advisors, providing Estate Planning and Risk Management advice for their clients. She holds her CLU, RPA, CEA and EPC designations.

Area serviced: Ottawa, ON