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Eva-Christine Missullis, CEA
TEP CLU CHS CCS EPC CPCA MFP-A Financial Planner

Newmarket, ON

My estate planning business specializes in helping clients create personalized plans to protect their wealth, ensure tax efficient wealth transfer and provide security for future generations. With a focus on charitable giving, asset structuring and strategies… Read more »

Area serviced: Newmarket, ON

9057581996

https://www.strategiclegacy.ca/

Danny Mitonides, CEA
CEO

Toronto, ON

You can review the background of my company at www.olympianfinancial.com. I am an active Chartered Professional Accountant and Certified Financial Planner who specializes in helping higher net worth clients in the areas of investment and tax planning. I… Read more »

Area serviced: Toronto, ON

416-544-9791

www.olympianfinancial.com

Alexander Mitonidis, Candidate
Chief Operating Officer

Toronto, ON

Area serviced: Toronto, ON

4165449789

Koichi Miyamoto, CEA
Wealth Consultant

North York, ON

Area serviced: North York, ON

4169102403

Shelley Moch, PFP, FCUIC, RIS, CEA
Financial Planner

Camrose, AB

I currently work as a Financial Planner with VCU Financial Ltd. and Aviso Wealth Providing tailored investment solutions and long-term strategies, is the focus of my business. Extensive knowledge in the accounting and taxation fields, as well as… Read more »

Area serviced: Camrose, AB

780-679-6201 780-678-7720

www.visioncu.ca

Sharon Moffat, CEA
Estate and Legacy Planning Consultant

Red Deer, AB

I am a retired Financial Planning Professional with over 20 years of experience guiding individuals and families through important financial decisions. Today, as a Certified Executor Advisor, Elder Planning Counselor, and Estate and Legacy Planning… Read more »

Area serviced: Red Deer, AB; Edmonton, AB; Calgary, AB; Sylvan Lake, AB; Olds, AB; Belleville, ON; Napanee, ON

4033186926

https://amethystem.ca/

Maroof Mohammed, MRICS, CCIM, AACI, P.App, CEA
Real Estate Broker

Toronto, ON

Originally from the UK Maroof emigrated to Canada in 1999 Maroof is a dynamic multi-faceted individual with substantive knowledge and experience in real estate acquisitions and disposal, real estate investment analysis, valuation and appraisal, building… Read more »

Area serviced: Toronto, ON; Ajax, ON; Pickering, ON; Scarborough, ON; Whitby, ON; Oshawa, ON; Clarington, ON; Bowmanville, ON; Etobicoke, ON

647 388 0097

https://www.royallepage.ca/en/agent/ontario/toronto/maroof-mohammed-bschons-mrics-ccim-aaic-papp/34074/

Hoi Tang Mok, CEA
Director

Burnaby, BC

Area serviced: Burnaby, BC

6043382928

Lisa Marita Molloy, Candidate
Client Coordinator / Thanatologist

Etobicoke, ON

Marita brings over 30 years of experience working with clients and families confronted with finite and non-finite loss as a mental health nurse, thanatologist, aging life care professional and, most recently, client coordinator and executor advisor… Read more »

Area serviced: Etobicoke, ON

647-656-0856

https://www.husseiniedward.com/

Francine Montaldi-Lubecki, CEA
Mutual Fund Representative, Registered Retirement Consultant

Toronto, ON

Area serviced: Toronto, ON

416-242-7892

Tyler Monteyne, CEA
Financial Security Advisor

Regina, SK

Area serviced: Regina, SK

306-546-1387

Paula Montgomery, CEA
Financial Advisor

Mississauga, ON

Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON

19054646425

Emma Montgomery, Candidate
Financial Planner

Waterloo, ON

At Kaleidoscope Financial, we help individuals and families reach their financial goals by following our investment principles:
Maintain ObjectivityManage RiskBe Tax SmartBe Cost EffectiveAlong with investments, we provide the following services to… Read more »

Area serviced: Waterloo, ON

5195703900

www.kaleidoscopefinancial.ca

Richard Moore, CEA
Manager

Toronto, ON

I am currenlty working in a head office position and will be offering my services in the future to clients.

Read more »

Area serviced: Toronto, ON; East Gwillimbury, ON

647 471-7970

www.bmo.com

Stephane Morghese, Candidate
Financial Planner

Orleans, ON

# Read more »

Area serviced: Orleans, ON

613 890 3176

wealthstrategies.com

Area serviced: Toronto, ON

I started my career in 1989 as a taxation specialist with the largest C.A. firm (KPMG) in the world, later moving onto senior investment roles with TD, CIBC and Laurentian Bank. I co-founded Olympian Financial in 1993 specifically to cater to clients, this specialized level of service. I meet regularly with the world’s top money managers, enabling me to provide the most valuable and timely financial advice.

I am proud of the relationships that I’ve built with my clients and I have a strong sense of accomplishment in helping my clients achieve their financial goals. I look at every one of my clients with a view of creating a ‘life-long’ relationship that transcends just making investment decisions. I strive to be the first one my clients call when making any financial decision in their life.

An overview of how I can help you with all aspects of your financial planning is included on the following page. If you have any questions, or if you are interested in setting up a meeting, please call me directly at 416-544-9791.

Area serviced: Toronto, ON

Area serviced: North York, ON

Area serviced: Camrose, AB

Area serviced: Red Deer, AB; Edmonton, AB; Calgary, AB; Sylvan Lake, AB; Olds, AB; Belleville, ON; Napanee, ON

As the owner and founder of Amethyst Estate Management, I help clients prepare their executors in advance — including guiding meaningful conversations and organizing essential information — and I provide steady support when the question “What now?” becomes very real.

My goal is to bring clarity, confidence, and compassion to the estate process so families feel supported during one of life’s most challenging transitions.

PFSI Certified.

Area serviced: Toronto, ON; Ajax, ON; Pickering, ON; Scarborough, ON; Whitby, ON; Oshawa, ON; Clarington, ON; Bowmanville, ON; Etobicoke, ON

Maroof holds globally recognized real estate specific designations including Accredited Appraiser Canadian Institute, Professional Appraiser (AACI, P.App) of the Appraisal Institute of Canada, Certified Commercial Investment Member (CCIM) of the CCIM Institute, Member of the Royal Institution of Chartered Surveyors (MRICS) qualified in Building Surveying holding two current charterships in Project Management and Valuation. He is a licensed Real Estate ‘Broker’ with the Real Estate Council of Ontario (RECO), presently fulfilling his second term on the Discipline and Appeals Committee. Maroof is also a licensed ‘Mortgage Broker’ with the Financial Services Regulatory Authority of Ontario (FSRA), and hold other relevant credentials not mentioned in this bio.

Professional experience and credentials described have required Maroof demonstrate a dynamic problem-solving and decision-making skill set whilst maintaining impartiality, good judgment, outstanding integrity, and the ability to screen information fairly to validate it's credibility. Maroof possess excellent relationship development skills, consistent willingness to communicate, superior analytical skills, and strong professional competence.

An avid mountain biker and snowboarder, Maroof likes watching UFC and boxing, obtained his motorcycle license in 2020 during the C19 pandemic, took up 4 wheel off-roading, and aspires to make time for hobbies like photography, barrier free design, and site seeing. He has a soft spot for old monuments and historic buildings.

Area serviced: Burnaby, BC

Area serviced: Etobicoke, ON

"The partners at Husseini Edward law firm help individuals and families in critical areas of estate planning, including trust administration and business succession planning. They truly value relationship and wanted to provide comprehensive support to their clients during the estate administration process. It was a great fit! Their philosophy aligned with my values, skills and experience."

Marita assists with clients' estate matters by guiding them and their families through the emotional, logistical, and administrative challenges following a death, acting as a supportive intermediary. She is able to provide empathy-driven input on funeral arrangements, facilitate difficult conversations among family members, and help manage the emotional and administrative load of settling a loved one's affairs.

She graduated Cumma Sum Laude with a Master of Science in Thanatology from Marian University.

Area serviced: Toronto, ON

Area serviced: Regina, SK

Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON

I had almost 20 years of working as a Legal Assistant with Lawyers in the Burlington area until I made the move to being a Financial Advisor in 2013. I have joined Carte Wealth Management at the end of 2023 with other Mutual Fund advisors and Life Insurance agents. The CEA Program is a great addition to my credentials to help our clients and their family members during their crisis situations. I enjoy helping people with their financial journey.

Area serviced: Waterloo, ON

At Kaleidoscope Financial, we help individuals and families reach their financial goals by following our investment principles:

Maintain Objectivity
Manage Risk
Be Tax Smart
Be Cost Effective

Along with investments, we provide the following services to our clients:

Risk Management Solutions (via life and accident/sickness insurance)
Retirement Planning - comprehensive illustrations
Cashflow Planning
Education Savings Planning

Area serviced: Toronto, ON; East Gwillimbury, ON

I am currenlty working in a head office position and will be offering my services in the future to clients.

Area serviced: Orleans, ON

CERTIFIED FINANCIAL PLANNER®

wealthstrategies.com