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Randall is a senior lawyer with Waterbury Newton and has been with our firm since 1989. Randall’s experience, knowledge and achievements have contributed to his ongoing success as a lawyer who provides outstanding legal services to his clients. Randall… Read more »
Area serviced: Kentville, NS

Barak has been with Investors Group as a client since 2000, and became a consultant in 2006.  Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance… Read more »
Area serviced: Toronto, ON; Ajax, ON; Whitby, ON; Oakville, ON; Metro Toronto, ON; Mississauga, ON; Brampton, ON; Ottawa, ON; Fredericton, NB
(416) 491-7400 X 6537
I am running a MGA distribution in Insurance industry. We have over 300 Financial Advisors and we are licensed in Ontario, Alberta and Manitoba. We are specializing in BeforeCare and AfterCare of the Estate Planning. Please visit our website www.CanadianEstatePlanning.com… Read more »
Area serviced: Mississauga, ON; Metro Toronto, ON; Calgary, AB; Winnipeg, MB; Vancouver, BC
4168754969
A Sun Life Financial advisor working with baby boomers on pre-retirement and post-retirement plans. Many of this group are executors for their parents and in need of advice. In addition I sell life insurance, health insurance, travel insurance, mutual… Read more »
Area serviced: Peace River, AB
7806181931
I am a lawyer practicing in the area of estate planning and administration.  I also have an MBA, and did an area of concentration in tax at law school, so, although I wouldn't provide an opinion on tax issues, I at least speak the same language… Read more »
Area serviced: Woodbridge, ON
4163186672
Mimi has been helping clients in the Life Insurance and Investment Industry for 35 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every… Read more »
Area serviced: Peterborough, ON; Ajax, ON; Aurora, ON; Clarington, ON; Cobourg, ON; Brighton, ON; Durham, ON; Kanata, ON; Kingston, ON; Lindsay, ON; Oshawa, ON; Whitby, ON; Uxbridge, ON; Trenton, ON; Scarborough, ON; Richmond Hill, ON; Prince Edward, ON; Ottawa-Carleton, ON; Gananoque, ON
705 742 7331
I have been named Executor for estates totalling over $15M.  I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing… Read more »
Area serviced: Toronto, ON
416 723 3316
Carl Rumanek is the founder and president of Rumanek & Company Ltd. In 1967 Carl became a Chartered Accountant and practiced for 16 years before becoming interested in the insolvency field. In 1983, he began providing insolvency services and became more… Read more »
Area serviced: North York, ON

Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA).  Also Dementia Friendly Advisor DFA.  For the Investment side,Exempt market advisor Gino also represents Rethink… Read more »
Area serviced: Ottawa, ON; Gatineau, QC; Kanata, ON; Kingston, ON; Orleans, ON; Renfrew, ON; Gloucester, ON
613-978-7526
Founder and president of Acquaint Financial, a firm providing independent and unbiased financial education, counseling and planning solutions to employees across Canada. All solutions are customized for organizational needs and may consist of seminars,… Read more »
Area serviced: Brampton, ON
905-595-1323 x331
For over fifty years, my family has been working with individuals and corporations throughout Canada, with a focus on Ontario, assisting them with their financial planning.We have one simple goal in mind when we work with a company or an individual -… Read more »
Area serviced: Newmarket, ON
1-855-752-6948
I'm part of a team of financial planners who focus on generational wealth planning. Read more »
Area serviced: Sherwood Park, AB; Edmonton, AB
780-449-1487
Zoe is a member of Pallett Valo LLP's Wills, Estates & Trusts Practice Group.Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts,… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Halton, ON
905-273-3300
Randy is a life experienced insurance advisor and broker.  He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions.   My area of expertise is helping policyowners… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; North Vancouver, BC; Delta, BC; Langley, BC; Coquitlam, BC; Abbotsford, BC; New Westminster, BC; Port Moody, BC; Surrey, BC; Whistler, BC; Kelowna, BC; Victoria, BC; Dawson Creek, BC; Vernon, BC
(604) 418-2186
(604) 688-7208