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Camrose, AB

Vision Credit Union is a full service financial credit union. We strive to provide the best service possible to our members. I have been working in the financial industry for over 35 years. I have worked in all aspects of the financial services… Read more »

Area serviced: Camrose, AB

780-672-6341

www.visioncu.ca

Terrence ROCK, Candidate
Registered Nurse Specialist

Cambridge, ON

I am a Registered Nurse Specialist with experience in Palliative Nursing Care, Oncology Therapies, and Community and Hospital Nursing Care. I have been assisting patients and their families for over 20 years in planning and preparing for complications… Read more »

Area serviced: Cambridge, ON

5196543494

Hernan Rodriguez, Candidate
President

Vancouver, BC

Area serviced: Vancouver, BC

6048009998

https://hrvfinancial.com/

Bonnie Roest, Candidate
Investment Fund Representative

Ridgetown, ON

Area serviced: Ridgetown, ON

5196743613

Chantal Rogers-Pownall, CEA
Associate

Ottawa, ON

Area serviced: Ottawa, ON

6135662229

https://ca.rbcwealthmanagement.com/web/chris.pearson/

Nadine Rolph, CEA
Certified Executor Advisor

Saskatoon, SK

YXE Notary and Estate Services, owned and operated by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK).
YXE Notary and Estate Services was established in 2018 and offers general notarial public services, execution of real… Read more »

Area serviced: Saskatoon, SK

3067172581

www.yxenotary.ca

Anna Roman, CEA
Certified Financial Planner

Vaughan, ON

Anna M. Roman, CFP®, EPC, BBACertified Financial Planner® ProfessionalIn the financial services industry since 1987, Anna offers a wealth of knowledge and experience to her clients.
As a certified financial planner, Anna’s balanced approach to the… Read more »

Area serviced: Vaughan, ON; Mississauga, ON; Toronto, ON

905-785-6229

teamarf.com

Denise Romaniuk, Candidate
Registered Plan Administrator

Winnipeg, MB

I am a Registered Plan Administrator with Access Credit Union. We are the largest credit union in Manitoba.
Read more »

Area serviced: Winnipeg, MB

2048092928

Julie Romanow, Candidate
N/A

Oakville, ON

# Read more »

Area serviced: Oakville, ON

4165710166

N/A

Tracey Rompain, CEA
Certified Financial Planner

Victoria, BC

I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager. Through this experience I learned that I enjoy planning and working with people and it became clear to me that… Read more »

Area serviced: Victoria, BC

2505904724

www.traceyrompainfinancial.com

Chanise Rooney, Candidate
Financial Planner

Ottawa, ON

As a Certified Financial Planner CFP®, I am passionate about helping people feel confident and empowered in their financial lives. I work with clients at every stage of their financial journey, from those just beginning to build their financial future… Read more »

Area serviced: Ottawa, ON

6138757984

https://advisor.sunlife.ca/chanise.rooney/connect/

Ellen Roseman, Candidate
Business Columnist

Toronto, ON

Area serviced: Toronto, ON

4168694458

www.thestar.com

Laura Ross, CEA
President

Toronto, ON

Area serviced: Toronto, ON

416 723 3316

www.estateconsulting.ca

Timothy Ross, CEA
Family Advisor ®, CKA®, RIS, RIAC, CEA

Brockville, ON

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA, Financial Advisor
CEO & Founder, Brock Shores Financial
Investment Advisor with Optimize Wealth Management
Brock Shores Financial / Timothy Ross & Associates
Family Office Providing Omega… Read more »

Area serviced: Brockville, ON; Kingston, ON; Ottawa-Carleton, ON; Smiths Falls, ON; Addison, ON; Cornwall, ON; Merrickville, ON; Manotick, ON; Morrisburg, ON; Ottawa, ON; Osgoode, ON; Perth, ON; Acton, ON

6132134625

www.BrockShoresFinancial.ca

Jane Ross, CEA
Principal Consultant

Toronto, ON

Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON

416-841-6741

jross.thelinkbetween.ca

Area serviced: Cambridge, ON

Area serviced: Vancouver, BC

I'm a licensed life and accident & sickness insurance agent (Quebec, Virginia, and British Columbia) and a licensed real estate professional in British Columbia, based in Vancouver. I'm pursuing the CEA designation to serve my clients better at a stage where they need clear, practical guidance — and to deepen my understanding of the full estate transfer process beyond the insurance and real estate pieces I already work with.

I also lead the Icebreakers Team of Champions, a trilingual team of nearly 2,000 licensed life insurance agents across Canada, the United States, and Puerto Rico, as a Senior National Executive Director with Experior Financial Group. Part of my motivation is to keep updating my own knowledge so I can create valuable, compliant training for my agents and guide them well when their clients face estate situations.

Background: Double MBA (MBA and Master in Team Management and Leadership), CPSL and CPSP designations, and executive programs at MIT Sloan and Saïd Business School, University of Oxford. I serve clients in English and Spanish.

Contact: 604-800-9998 (phone and WhatsApp)

Area serviced: Ridgetown, ON

I am an employee with MBI Financial Inc for 27 years. I specialize in selling guaranteed investment products, life insurance products and mutual fund products. I am life insurance licensed as well as mutual fund licensed. I have completed the course in Registered deposit broker also. In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on.

Area serviced: Ottawa, ON

With over 30 years of experience in financial services, Chantal seamlessly coordinates and manages processes within a team of Investment Advisors. Her friendly and helpful demeanor comes through in every interaction. Chantal has completed several industry courses, including the Canadian Securities Course, Professional Financial Planning and the Canadian Initiative for Elder Planning Studies (EPC). As a Registered Representative in the Pearson Wealth Management group at RBC Dominion Securities Inc., Chantal also routinely contributes to the team’s wealth and portfolio management process.

Area serviced: Saskatoon, SK

YXE Notary and Estate Services, owned and operated by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK).

YXE Notary and Estate Services was established in 2018 and offers general notarial public services, execution of real estate purchase and sale documents, land title transfers including surviving joint tenant transfers, among many other services.

Nadine lives in Saskatoon with her two Maltese dogs. Nadine has a Bachelor of Commerce with a major in Statistics and a background in tax legislation.

Area serviced: Vaughan, ON; Mississauga, ON; Toronto, ON

Anna M. Roman, CFP®, EPC, BBA

Certified Financial Planner® Professional

In the financial services industry since 1987, Anna offers a wealth of knowledge and experience to her clients.

As a certified financial planner, Anna’s balanced approach to the business, skillfully weighs knowledgeable and practical financial advice.

Clients are consistently drawn to her exemplary customer service and sincere concern for their overall well being.

Area serviced: Winnipeg, MB

I am a Registered Plan Administrator with Access Credit Union. We are the largest credit union in Manitoba.

Area serviced: Oakville, ON

As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.

Area serviced: Victoria, BC

I will provide you and your family with information you need to make the best financial decisions to reach your personal goals. I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan. I can assist you in each area with my expertise. Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.

I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services. As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic. I have been tough to address many aspects of aging that can impact your financial and social circumstances.

Area serviced: Ottawa, ON

I take great pride and joy in getting to know my clients, understanding what matters most to them, and creating thoughtful financial strategies designed around their unique goals and circumstances. Whether it’s building a strong foundation, planning for retirement, or navigating any of life’s many financial transitions, I’m committed to providing guidance, clarity, and ongoing support.

For me, financial planning is about more than numbers, it’s about helping people turn their goals and aspirations into a plan for the future.

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 beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca to assist people named as Executor with the entire process of the estate administration. I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years. I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor. Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA, Financial Advisor

CEO & Founder, Brock Shores Financial

Investment Advisor with Optimize Wealth Management

Brock Shores Financial / Timothy Ross & Associates

Family Office Providing Omega Stewardship ®

Mission - Vision – Core Values

“Serving our clients and community since 1988”

OMEGA STEWARDSHIP ®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions

#ImprovingFutures www.ImprovingFutures.ca

Helping Families Achieve ... Life's Major Goals ®
1. Tax Smart Planning & Investing
2. Worry Free Retirement
3. Education of Our Children & Grandchildren
4. Quality Care for Our Parents
5. Meaningful Financial Help for Our Loved Ones
6. Meaningful Legacy

Member of Advocis, The Financial Advisors Association of Canada
Member of IFB, Independent Financial Brokers of Canada
Member of RIA, Responsible Investment Association
Member of the Rotary Club of 1000 Islands, Paul Harris Fellow

Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON

Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!