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John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals… Read more »
Area serviced: Oakville, ON
905-842-8288
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Brampton, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and… Read more »
Area serviced: Brampton, ON; Mississauga, ON; Metro Toronto, ON; Toronto, ON
(416)986-8477
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.

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Area serviced: Toronto, ON
416 493-9977
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
Brent is the President of the Certified Executor Advisor Network (CEAN), he also operates his financial advisory firm, Barron's Financial Group Inc. With over 36 years of professional advisory,… Read more »
Area serviced: Mississauga, ON; Calgary, AB; Vancouver, BC
905-891-9543
Micheline Varas, BA, RHU, RFC, EPC, GBDS
Senior Partner, Senior VP Living Benefits
CustomPlan Financial Advisors
Micheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective… Read more »
Area serviced: Vancouver, BC; Winnipeg, MB; Regina, SK; Calgary, AB; Toronto, ON
604 646-5805
For the past 50 years I have helped advise my clients through my law practice, initially as Speal, Viner and then growing over time to Viner, Kennedy, Frederick, Allan & Tobias, commonly known as Viner, Kennedy.

With my experience, and as a creative… Read more »
Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON
613 5418181
Sally is a certified financial planner with more than 20 years experience assisting all levels of clients on a wide range of financial, wealth and tax planning matters. Having worked in Toronto and Nova Scotia during the course of her career; she has… Read more »
Area serviced: Wolfville, NS

I am a CPA, CA with many years of experience in tax planning and in the preparation of tax returns for deceased individuals, estates and trusts.  I enjoy helping individuals, whether it's someone who needs assistance developing an… Read more »
Area serviced: Grafton, ON; Port Hope, ON; Belleville, ON; Trenton, ON; Cobourg, ON; Oshawa, ON
4165795210
An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 18 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication… Read more »
Area serviced: Hamilton, ON; Brantford, ON; Niagara, ON; Oakville, ON; Burlington, ON
289-455-8558
Independent Financial Advisor since 1994.
Del is a Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON; Dundalk, ON
519-787-4627
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several other… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
204-594-3667
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their… Read more »
Area serviced: Kingston, ON
613 530 5006