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Kingston, ON

My work, with respect to estates, typically begins with the pre-planning stage by creating a detailed Estate Plan. I work with my clients to ensure that their intentions for all their worldly assets after their death are properly aligned with the written… Read more »

Area serviced: Kingston, ON; Serving most cities in Ontario, ON

613-777-5386

Eric Szeto, CEA
CFP, CHS, CEA

Vancouver, BC

Area serviced: Vancouver, BC; Richmond, BC

604-916-3821

Krystina Szlechta, B.A., CCS, CEA
Wealth and Risk Strategist

Waterloo (Region), ON

Area serviced: Waterloo (Region), ON; Owen Sound, ON; Meaford, ON; Collingwood, ON; Kitchener, ON; Cambridge, ON; Guelph, ON

519-503-2644

Janis Tarchuk, CEA
Property Mgt

Canmore, AB

Area serviced: Canmore, AB

403-763-8788

Brant Taylor, CEA
Mr.

Vancouver, BC

Mulit-generational family wealth planning available to ensure wealth is preserved efficiently as possible with a minimization of income taxes. This may include trusts, holding companie as well as personal assets.
Read more »

Area serviced: Vancouver, BC; Kelowna, BC

6046385493

James Taylor, CEA
Senior Life & Living Benefits Advisor - B.A. Honors BFin/ BSBM | CEA | IFIC | LLQP

Chatham-Kent, ON Thornhill, ON

James is a graduate from the Odette School of Business at The University of Windsor, where he graduated as a double major in both Finance and Management Science with a minor in Information Technology. Prior to that, James attained a Business Marketing… Read more »

Area serviced: Chatham-Kent, ON; Thornhill, ON

416-709-9347
905-771-3000 ext 37007

Janice Tchida, CEA
Individual Insurance Advisor

Calgary, AB

Area serviced: Calgary, AB

587-393-2813

Rusi Thakkar, CEA
Associate PM

Burlington, ON

Area serviced: Burlington, ON

905-293-2590

Denine Thingvold, CEA
CEA

Calgary, AB

A driven professional with several years’ experience in
diversified industries. I am very personable and an excellent communicator with a
common-sense approach. I am logical and driven to complete all necessary requirements.
In the time of… Read more »

Area serviced: Calgary, AB; Medicine Hat, AB; Airdrie, AB; Didsbury, AB; High River, AB; Okotoks, AB; Turner Valley, AB; Brooks, AB; Camrose, AB; Canmore, AB; Edmonton, AB; Fort Macleod, AB; Lethbridge, AB; Irricana, AB; Lacombe, AB; Ponoka, AB; Sherwood Park, AB; Picture Butte, AB; Stettler, AB; Strathmore, AB; Sylvan Lake, AB; Red Deer, AB

4037108867

Michael Thoman, CEA
Financial Advisor

Whitby, ON

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.
Read more »

Area serviced: Whitby, ON; Toronto, ON

4167097578

Christopher Thompson, CEA
Financial Advisor

Nepean, 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… 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

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

Area serviced: Lindsay, ON

705-286-2168

Jie Tian, CEA
Financial Advisor

Calgary, AB 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… Read more »

Area serviced: Calgary, AB

5878300689
4034523886

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

Nanaimo, BC

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

Area serviced: Vancouver, BC; Richmond, BC

Area serviced: Waterloo (Region), ON; Owen Sound, ON; Meaford, ON; Collingwood, ON; Kitchener, ON; Cambridge, ON; Guelph, ON

With over 20 years of experience in the Financial Services Industry, my career began by assisting clients of Financial Advisors with cash flow and mortgage needs, and later expanded into comprehensive financial planning. Throughout my career, I’ve observed that few advisors offer a truly holistic approach to financial planning, which has shaped my passion for helping clients navigate all aspects of their financial lives—both immediate and long-term.

Area serviced: Canmore, AB

Area serviced: Vancouver, BC; Kelowna, BC

Area serviced: Chatham-Kent, ON; Thornhill, ON

James is a graduate from the
Odette School of Business at The University of Windsor, where he graduated as a
double major in both Finance and Management Science with a minor in Information
Technology. Prior to that, James attained a Business Marketing Diploma from
Humber College.

Shortly after completing University, he won two entrepreneurial
contests and was awarded seed funding from the University of Windsor and Humber
College to pursue a creative passion and entrepreneurial endeavor. Attaining
the vast array of business acumen and seed capital has helped him launch his
own business and curate an e-commerce/ social media website. He successfully
launched his website on Nov. 15, 2015, and now has a fully operational side
business.

He is an accomplished sales professional with more than 20 years
of experience and holds a record of overachievement. His greatest passion is
helping others succeed. He's helped many individuals over the years with his
previous employer at RBC, and now does so as a proud Senior Advisor within CAA
Club Group Advisory. He is also a family man, “married to a beautiful wife and
father of 2 darling little girls” he says.

His best days are when he finds ways for his clients to reach closer to their ultimate financial goals. James says, “I'm honored to
deliver expert advice and customer service. It pleases me greatly to know that
I can make a positive impact in someone’s life, and it truly brings me joy to
watch others succeed. Finding the right solution(s) for an individual or family’s
needs is an art, and I pride myself on being a very creative artist. I always engage
creatively in solutioning for my clients’ unique needs.”

Area serviced: Calgary, AB

Area serviced: Burlington, ON

A driven professional with several years’ experience in

diversified industries. I am very personable and an excellent communicator
with a

common-sense approach. I am logical and driven to complete all necessary
requirements.

In the time of uncertainty and
loss I am available to assist you through the logistics of the estate providing
you time to grieve and adjust to the new reality. Assisting to reduce the
family stress that often arises with administering an estate.

Area serviced: Whitby, ON; Toronto, ON

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.