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Area serviced: Collingwood, ON
4162198405

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.  
Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families… Read more »
Area serviced: Toronto, ON
4168178897
I believe that everyone should experience financial freedom and peace of mind which is why I am committed to helping my clients improve their financial well being. 
Together we will build and follow the living plan, taking into consideration wealth… Read more »
Area serviced: Penticton, BC; Osoyoos, BC
250.486.4673
Rick provides expertise and financial counsel to professional athletes, entertainers and their families. Together with the Advisors at ONE Sports + Entertainment Group LLC, Rick incorporates estate planning and multi-jurisdictional wealth strategies… Read more »
Area serviced: Waterloo, ON
5195733472
Area serviced: London, ON
519-438-3308
As a financial advisor for the past 20 years and working in the financial services industry for close to 30 years. I believe I am uniquely qualified to help clients and families through all stages of their lives. I have helped numerous family members… Read more »
Area serviced: Russell, ON; Chesterville, ON; Embrun, ON; Vankleek Hill, ON
6134458624
613-678-3861
Neela advocates for open discussion and preparation in the event of life-changing illnesses to better equip families to understand the burdens, both financial and emotional, of long-term care costs.
Her relatable style inspires families to examine… Read more »
Area serviced: Toronto, ON; Mississauga, ON
416-597-7946
416-728-4255
My clients vary dramatically in age and I am now seeing  questions arising more frequently about Estate Planning.
The opportunity to gain more valuable knowledge about the Complex Role of the Executor has convinced me to become a CEA (Certified Executor… Read more »
Area serviced: Hamilton, ON; Burlington, ON; Niagara, ON
905 401 2842

Dwayne is the Associate Vice President of Life and Health insurance for the Canadian Automobile Association (CAA) and Founder and Principal of the CAA Club Group Advisory Services which provides integrated insurance, financial and estate planning strategies… Read more »
Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Winnipeg, MB; Fredericton, NB; Halifax, NS; Charlottetown, PE; St. John's, NL; Thornhill, ON
4169480259
416-948-0259

Minnelle Williams is a dedicated and passionate professional in the funeral industry. As a Pre-Planning Funeral Director, she helps families navigate the difficult and often overwhelming process of end-of-life planning. Additionally, she is a Certified… Read more »
Area serviced: Mississauga, ON
6477408922