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1527 Results Found
Area serviced: Barrington, NS; Ajax, ON; Cache Creek, BC; Cambridge, ON
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A career that spans over 35 years, an independent insurance advisor helping family owned private corporations, incorporated professionals and individuals.  
Offering contracts with all major insurance companies and servicing Ontario, Vancouver and… Read more »
Area serviced: Hamilton, ON
9055474994

I am a financial security advisor. 
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Area serviced: Montreal, QC
5149914818
As a CFP professional, I specialize in providing tailored financial solutions to affluent clients. My expertise includes estate planning, credit solutions, and strategic advisory, all built on a foundation of trust and long-term relationships. I've been… Read more »
Area serviced: Calgary, AB
4038087026
Jay Dowhaniuk, which is pronounced “Dow-han-e-uk” (don’t worry, even Ukrainians pronounce it wrong!), is a Wealth Manager at Raymond James. Jay’s clients value his personable approach and unique skill of explaining complex financial concepts… Read more »
Area serviced: Kelowna, BC; Vernon, BC; Edmonton, AB; West Kelowna, BC; Kamloops, BC; Lumby, BC
250-448-5761
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 have been working with the CU system my entire working career and in the last several years have shifted my role over leading the Investment Operations, Administration Team.  Focusing on registered products, including Estates. 
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Area serviced: Winnipeg, MB
2048035364
As Partner at Sage Sfera, I help executors, beneficiaries, and estate professionals navigate the human side of estate administration. As a CEA with an Executive Certificate in Conflict Management (Windsor Law) and a B.A.Sc. in Chemical Engineering (U… Read more »
Area serviced: Vaughan, ON; Toronto, ON
4165786583
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