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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 one of their… 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 ethical financial planning and responsible investment. We serve clients across Alberta and BC and can provide an entirely virtual client experience.
No-obligation appointments available here.
Read more »
Area serviced: Sherwood Park, AB; Edmonton, AB
780-449-1487
Zoe Smith is an estate planning and administration lawyer at Nakano Smith Law Group in Oakville.

Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care,… Read more »
Area serviced: Oakville, ON; Burlington, ON; Toronto, ON; Mississauga, ON
647-913-4961
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 and their… 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; Port Coquitlam, BC; West Vancouver, BC; Squamish, BC
(604) 418-2186
(604) 688-7208
Stuart W. Statton, CFA, CIM , FCSI has over 21-years of wealth management experience.  Currently, I am an Associate Portfolio Manager that offers discretionary portfolio management, tax planning, financial planning, insurance and estate planning strategies. … Read more »
Area serviced: Toronto, ON
4168623146
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the… Read more »
Area serviced: Oak Bluff, MB; Brandon, MB; Calgary, AB; Winnipeg, MB; Vancouver, BC; Regina, SK
204-292-7787
I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients… Read more »
Area serviced: Brantford, ON
5197511537

Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.
We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30… Read more »
Area serviced: North York, ON; Brampton, ON
4167315269
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