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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
A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and… Read more »
Area serviced: Ottawa, ON
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
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
With over 16 years of industry experience - Business Development specialist, National PHSP specialist and Insurance marketing and sales. Advisor to financial advisors and experienced financial professional in risk management. Past Certified Professional… Read more »
Area serviced: Surrey, BC
Connie has been providing reliable financial advice to business owners and their families for 22 years. At The Renna Financial Team, the slogan "Your dream, our commitment" lies at the centre of our exceptional service and consultations. Her clients… Read more »
Area serviced: Cambridge, ON
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
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
A POA, Care Giver and Executor nine times in my personal life, and over 20 in my profession, I have walked in those shoes. Over 60 years of living, working and playing in Toronto and the surrounding area, I bring decades of experiences as a real estate… Read more »
Area serviced: Toronto, ON
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
Christine has been a member of the Appraisal Institute of Canada as a Residential Appraiser since 2003, and has been with Rivington Appraisers since 2011. She provides service on several types of residential properties, including single family dwelling,… Read more »
Area serviced: Ottawa, ON; Arnprior, ON; Kanata, ON; West Carleton, ON; White Lake, ON