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Senior Financial Advisor with more than 35 years' financial services experience.

I continually review my clients' on-going financial situation and with them, I devise a retirement and investment savings plan that is suitable, given their individual… Read more »
Area serviced: Toronto, ON
14167661870
I am a CPA, CA and have been interested in estate organization for years.  Throughout my career in the small-cap corporate world, I always felt an element of "social purpose" was missing for me and have now found that pursuing the fundamental start… Read more »
Area serviced: Calgary, AB
4035426665
I have practiced as Notary Public in British Columbia since May 2012 after graduating from the Master's Program in Applied Legal Studies at Simon Fraser University. I specialize in real estate conveyancing, mortgages, drafting Wills, Powers of Attorney… Read more »
Area serviced: Vancouver, BC
604-416-0154
I am currently the Manager of Finance at Providence Care Centre in Kingston and have been with the organization for 22 years.  Looking to retire in 5-6 years and would like something to keep me occupied.  A friend of mine, a financial advisor,… Read more »
Area serviced: Kingston, ON
6138769738
I am Director of Estate & Trust services at ScotiaWealth Management

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Area serviced: Toronto, ON
4169332473