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Gordon Paul is a CPA, CMA, CEA, B.Comm(HA) and a B.A. Gordon is a senior executive, with over 35 years of business experience in the for-profit public and private sectors.  Gordon retired from his position as VP Finance and CFO of a Corporation which… Read more »
Area serviced: Calgary, AB
403-206-9932
I am an accredited appraiser with Appraisal Institute of Canada (AACI) and have worked as a tax assessor and property appraiser in rural Manitoba for over 30 years.  I specialize in agricultural appraisals. Read more »
Area serviced: La Salle, MB; Winnipeg, MB
204-391-5090
With our team of specialists, we help you with practical, effective strategies to grow and protect your wealth.Business owners and managers especially will appreciate the expertise we bring.  Our particular areas of focus are:Wealth management and… Read more »
Area serviced: Burnaby, BC; Edmonton, AB; Calgary, AB; Vancouver, BC; New Westminster, BC; Coquitlam, BC; Port Moody, BC; Maple Ridge, BC; North Vancouver, BC; West Vancouver, BC; Port Coquitlam, BC
604-438-5528 x 4301
Margot practices in the area of civil litigation, focusing on commercial, construction and estate law related issues. Margot is a member of the firm's Construction Law and Financial Loss Recovery practice groups. Fluently bilingual, Margot represents… Read more »
Area serviced: Ottawa, ON
6132334474
Rosaline has over 20 years experience in financial services relating to insurance and investments.  She coaches individuals to help them find solutions to help them navigate through their financial path.  She teaches financial literacy through continuing… Read more »
Area serviced: Etobicoke, ON
14165054424
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
I have been a Financial Planner (CFP) since 2002.  I also have a business degree BComm and my Financial Divorce Specialist designation.  I believe an Advisors greatest value is the planning done in the gap between the accountant and the lawyers. … Read more »
Area serviced: Grimsby, ON
905-309-6777
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