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Stephen grew up surrounded by a business minded family who taught him the value of working hard and completing the job. He has brought those same values into both the private and public sector. After having  10+ years of experience with managing and… Read more »
Area serviced: Red Deer, AB
4035070398
Barry is a chartered accountant working with Owens MacFadyen Group (OMG) which is an independent wealth management firm. OMG specializes in working with high net worth, high income clients who want to see their goals integrated with the financial strategies… Read more »
Area serviced: Saint John, NB
506-649-6400


G Vanden Bosch & Associates has been based in rural Ottawa for over 35 years servicing primarily small and medium-sized businesses and their owners.  We help our clients navigate the world of financial numbers,  government demands,… Read more »
Area serviced: Kemptville, ON
6137911903

Irene Vassalo  BA, CFP®, CEA, EPC, RRC
Principal, IG Private Wealth Management, Vassalo & Associates
Irene thrives on building relationships and knows that holistic, personalized planning is key to a life well-lived. Those who benefit… Read more »
Area serviced: Kitchener, ON
519-650-7255
I am a FCPA,FCA,CGA,CFP,ICD.D and advising retired partner from a public practise firm in Alberta.   I already have significant experience acting as an executor for many different estates from farms, businesses, simple and complicated estates including… Read more »
Area serviced: Calgary, AB
7805127838

I am the founder and CEO of Prairie Wealth Planning Consultants Ltd. - a fee-based boutique financial advisory firm based in Brandon, Manitoba.  I serve as lead Financial Planner for a select group of young professionals, business owners,… Read more »
Area serviced: Brandon, MB
204-650-0909
Life will always give us challenges, it is up to you if you react, or respond, let’s build a strong plan and have a choice! Helping you find safe footing during the storm of life, securing your finances with proven financial strategies and strong… Read more »
Area serviced: Saskatoon, SK; Humboldt, SK; Melfort, SK; Prince Albert, SK; North Battleford, SK; Regina, SK; St. Brieux, SK; Tisdale, SK
604-217-1999

Richard is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Investment Manager, Certified Executor Advisor and owner of WealthSmart Incorporated. He has instructed many financial workshops since 1994,… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; Delta, BC; New Westminster, BC; Surrey, BC
6042414357
My other credentials include;  CFP - Certified Financial Panner & EPC - Elder Planning Conselor
I am a holistic advisor, I have been contracted with Sun Life 14 years.
My services include;
Life/Health Insurance, Investing, Financial Planning, Health… Read more »
Area serviced: St. Albert, AB; Ft. Saskatchewan, AB; Edmonton, AB; Sherwood Park, AB; Morinville, AB; Spruce Grove, AB; Edson, AB; Hinton, AB; Stony Plain, AB; Sturgeon County, AB; Strathcona County, AB
7809703001
Andrew Villeneuve works with owner managed and privately held business from various industry sectors. He assists clients by providing objective and practical advice regarding audit and accounting issues, tax, succession and estate planning matters.… Read more »
Area serviced: Courtice, ON; Bowmanville, ON; Oshawa, ON; Whitby, ON; Ajax, ON; Pickering, ON; Uxbridge, ON; Clarington, ON; Port Perry, ON
905-579-5659
I have been working in the financial services industry for over 30 years.  During that time, I focused primarily on Risk Management and Compliance.  However, my love has always been assisting members with Estate Administration.   I was delighted… Read more »
Area serviced: Wainwright, AB
7808421777