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Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that combines mediation training and financial expertise with helping couples, families, and business partners’ work through difficult conversations leading… Read more »
Area serviced: Dartmouth, NS; Halifax, NS; East Hants, NS; Bedford, NS
902-830-7511
Taking the time to listen and learn about your personal goals and dreams is the approach I take to financial planning before any solutions are recommended.  I strive to build long term, tax efficient financial strategies that are unique to your economic… Read more »
Area serviced: Fruitvale, BC; Trail, BC
250-367-4712
250-368-2631
Paralegal and Notary Public in and for the Province of Ontario. Working in conjunction with TBH admin to provide Free Education on Adult Guardianship and access to an affordable Guardianship of Property Application Service for Caregivers of mentally… Read more »
Area serviced: St. Thomas, ON; London, ON
5197779303
A FULL SERVICE, HOLISTIC FINANCIAL PLANNING FIRM DEDICATED TO HELPING AFFLUENT CANADIANS ACHIEVE THEIR UNIQUE FINANCIAL GOALS THROUGH CURATED FINANCIAL PLANS, SOLUTIONS AND STRATEGIES. WE SPECIALIZE IN SOPHISTICATED TAX PLANNING FOR BUSINESS OWNERS AND… Read more »
Area serviced: Forest, ON
519-331-7292
Area serviced: Kindersley, SK
3064635656
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial… Read more »
Area serviced: London, ON
226-271-3048
For many years, clients have referred to me as their “financial doctor.” My work has focused on helping individuals thoroughly analyze their financial situation, identify both visible and hidden risks, and implement effective solutions through the… Read more »
Area serviced: Fort St John, BC; Coquitlam, BC; Vancouver, BC; Burnaby, BC; West Vancouver, BC; White Rock, BC; Delta, Vancouver, BC; Victoria, BC; Surrey, BC; Langley, BC; New Westminster, BC; North Vancouver, BC; Calgary, AB; London, ON; Toronto, ON; Richmond Hill, ON; Regina, SK; Saskatoon, SK; Edmonton, AB; Richmond, BC
7788695008

Moving confidently toward the future you imagine begins with that first step: Deciding who you would like to walk alongside you; as a partner in your life's journey.

So, on top of making sure the advisor you choose is knowledgeable, trustworthy… Read more »
Area serviced: Saskatoon, SK; All, ON; All, SK
306-242-6625
Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance,  Estate… Read more »
Area serviced: Waterloo, ON
2266479016
I am a Senior Tax Manager in the Domestic Tax Team at Doane Grant Thornton LLP, London, with 13 years of experience in public accounting.  My areas of expertise consists of compliance and planning services to owner-managed enterprises, Trusts and… Read more »
Area serviced: London, ON
5197441970
As a Senior Investment Advisor and Portfolio Manager with TD Wealth Private Investment Advice.  
I service High Net Worth clients and business owners, managing their holistic financial plan.  
I focus on getting a deep understanding of all aspects… Read more »
Area serviced: Whitby, ON
9054208201
Area serviced: Peterborough, ON; Port Perry, ON
905-999-3195
Area serviced: Brandon, MB
2045785500