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Whitby, ON Contact

I have been helping Canadians entrepre with risk management and tax saving strategies since 1990. I attained my CLU designation in 2008 and specialize in helping business owners with planning in insurance/investments.
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Area serviced: Whitby, ON; Toronto, ON

4167097578

Christopher Thompson, CEA
Financial Advisor

Nepean, ON Contact

Born and raised on a dairy farm, I completed my BSc (Engineering) and flew to Africa for '3 months'. Instead of just 3 months I got sidetracked for 30 years, returning to Canada in 2019 to continue my already diverse financial career.

Post graduate… Read more »

Area serviced: Nepean, ON; All, NB; Manotick, ON; Most of Ontario, ON; Ottawa, ON; Ottawa-Carleton, ON; Kanata, ON; Kemptville, ON; Pembroke, ON; Merrickville, ON

6136331965

Lavardo Thompson, CEA
Financial Advisor, Real Estate Advisor

Markham, ON Contact

Canadian Smart Estate provides advice, assessments and administration for individuals and companies. The areas of focus are investments, insurance, real estate, business and estate.
We have over 20 years of Canadian experience as a certified financial… Read more »

Area serviced: Markham, ON; Aurora, ON; Brampton, ON; Durham, ON; Etobicoke, ON; Georgina, ON; Halton Hills, ON; Metro Toronto, ON; Mississauga, ON; Newmarket, ON; North York, ON; Oakville, ON; Pickering, ON; Richmond Hill, ON; Scarborough, ON; Toronto, ON; Vaughan, ON; Whitby, ON; York, ON

6475757283

GARY LAWRENCE THURSTON, CEA
PRESIDENT

Lindsay, ON Contact

Area serviced: Lindsay, ON

705-286-2168

Jie Tian, CEA
Financial Advisor

Calgary, AB Calgary, AB Contact

Insurance Broker
Being an executor: An honour or a burden?
Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.
Making your life easy just call Kathy who has… Read more »

Area serviced: Calgary, AB

5878300689
4034523886

Paul Tidey, CEA
BA.,CFP, FLMI, CPCA, CEA

Nanaimo, BC Contact

I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity.
Please explore… Read more »

Area serviced: Nanaimo, BC

2507581154

Rob Toews, CEA
Advisor

Red Deer, AB Contact

Area serviced: Red Deer, AB

4038262797

Lynette Tolean, CEA
Life Insurance Agent

Ottawa, ON Contact

Area serviced: Ottawa, ON

6132196052

Kimpel Tom, CEA
Certified Financial Planner

Cambridge, ON Contact

Area serviced: Cambridge, ON

519-622-2745

Rick Tomalty, CEA
Managing Partner

Kingston, ON Contact

With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.
Rick… Read more »

Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON

613-777-0795

Fen Fang Tong, CEA
Fiona Tong ，CLU CHS

Markham, ON Contact

Area serviced: Markham, ON; Richmond Hill, ON

6479866617

Adam Topjian, CEA
Mr

Toronto, ON Contact

Area serviced: Toronto, ON; Waterloo, ON

18886232326

Rosanna Toscano, CEA
Wealth Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

613-782-1152

PENNY TOWNDROW, CEA
POA and Estate Planning Consultant

Meaford, ON Contact

# Read more »

Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON

9059353900

Van Tran, CEA
Financial Advisor

Calgary, AB Contact

Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB; Lethbridge, AB; Medicine Hat, AB

403-225-4209

Area serviced: Nepean, ON; All, NB; Manotick, ON; Most of Ontario, ON; Ottawa, ON; Ottawa-Carleton, ON; Kanata, ON; Kemptville, ON; Pembroke, ON; Merrickville, ON

Born and raised on a dairy farm, I completed my BSc (Engineering) and flew to Africa for '3 months'. Instead of just 3 months I got sidetracked for 30 years, returning to Canada in 2019 to continue my already diverse financial career.

Post graduate qualifications in engineering combine with studies in economics, law, philosophy, and photography to round me out as an individual and give me a unique perspective on life.

Being able to service every client need from investing (my passion) to retirement planning and estate planning, you might say I am infatuated with the holistic process and how it helps my clients. I love to watch their stress melt away as they connect the dots between each important function.

Those are "light bulb moments" that I love being part of.

When appropriate, I take on the role of 'teacher' to explain concepts in simple language to those who may want or need it. My 'job' isn't a job, its my hobby. I love it and live it. I couldn't ask for me.

Call me, that's all it takes. It will be worth it.

Canadian Smart Estate provides advice, assessments and administration for individuals and companies. The areas of focus are investments, insurance, real estate, business and estate.

We have over 20 years of Canadian experience as a certified financial advisor, real estate advisor ,financial service compliance administrator and estate advisor.

Area serviced: Lindsay, ON

Area serviced: Calgary, AB

Insurance Broker

Being an executor: An honour or a burden?

Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.

Making your life easy just call Kathy who has a big support team behind.

Area serviced: Nanaimo, BC

Please explore my website at www.arbutusfinancial.com to learn more.

Area serviced: Red Deer, AB

Area serviced: Ottawa, ON

I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've learned along the way that some of the clients trust Mr. Sauve so much and that they encourage their families and friends to approach him because he will help them all the way. And they listen very well to how he explains every detail.

We never chose who to serve and we do our best to offer what really every client needed and wants. We offer services such as Life insurance, Disability Insurance, Critical Insurance, and Investments and since Mr. Sauve is a member of the CICEA, he also services clients needed advice and direction about the importance of having a Will. And lastly, he reminds clients to do it now not later.

Area serviced: Cambridge, ON

Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON

Rick works with a number of allied legal and accounting professionals to provide sound advice and guidance, while reducing the stress and confusion that can so often accompany the estate trustee's responsibilities.

A Certified Financial Planner (CFP) and Master Financial Advisor (MFA), Rick is pleased to be able to support estate executors/trustees as part of his advisory services.

Area serviced: Markham, ON; Richmond Hill, ON

I am a financial planner, certified by CLU and CHS. Focus on providing excellent insurance protection plans for families and businesses. And open various registered accounts RRSP / TFSA / RESP for guests, and provide suggestions on the selection of segregated funds. I am good at retirement planning and intergenerational inheritance. I can speak fluent Mandarin and help the Chinese community.

Area serviced: Toronto, ON; Waterloo, ON

Area serviced: Ottawa, ON

Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON

Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB; Lethbridge, AB; Medicine Hat, AB

I work with individuals and families to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney. With more than 24 years of industry experience, I bring to each client, the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues.