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Port Colborne, ON

Family Business for over 5o years servicing the Port Colborne and surrounding areas.
Insurance speicalist/ financial planning
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Area serviced: Port Colborne, ON

9057145513

Laura Friedrich, Candidate
Executive Director

D'Arcy, BC

Area serviced: D'Arcy, BC

778-953-2210

MARLENA FRIESEN, Candidate
RETAIL LENDING OFFICER II

Winkler, MB

Area serviced: Winkler, MB

204-325-1644

Jacqueline A. Fyfe, Candidate
Financial Advisor

Toronto, ON

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Area serviced: Toronto, ON

416-816-9121

Michael Gao, Candidate
Owner

Richmond, BC Richmond, BC

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Area serviced: Richmond, BC

7783865210
6043700888

www.mgaocpa.com

Janice Garbutt, Candidate
Broker

Ottawa, ON

Area serviced: Ottawa, ON

(613) 878-4803

www.jdlfinancial.ca

Alexander Gavin, Candidate
Financial Planner

Edmonton, AB

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Area serviced: Edmonton, AB

780 982 9409

Robert Geisthardt, Candidate
President

Kelowna, BC

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Area serviced: Kelowna, BC

6043175823

N/A

Candace Gelleta, Candidate
Senior Wealth Management Advisor

Swift Current, SK

Candace has been actively involved in financial planning since 2014. She holds a Financial Planning diploma from the Canadian Institute of Financial Planning, is a Registered Retirement Consultant (RRC®), and earned her Certified Financial Planner (CFP®)… Read more »

Area serviced: Swift Current, SK; Assiniboia, SK; Maple Creek, SK; Eastend, SK

3067737285

https://www.starkmarsh.com/wealth-management-services/

Vincent George, Candidate
Director Finance Controlling Solutions

Caledon, ON

Seasoned financial professional working for a multinational corporation. I have more than 30 years of experience in senior management positions overseeing financial planning, budgeting, reporting, taxation, evaluating capital investment proposals, managing… Read more »

Area serviced: Caledon, ON

6476220763

Kallol Ghose, Candidate
Mr.

Toronto, ON

Area serviced: Toronto, ON

4168772744

Robert Gignac, Candidate
Speaker / Author

Oakville, ON

Area serviced: Oakville, ON

905-741-7160

www.richisastateofmind.com

John Gilmour, Candidate
Advanced Case Consultant

Gloucester, ON

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Area serviced: Gloucester, ON

6132551225

Rahul Goel, Candidate
Certified Financial Planner

Brampton, ON Mississauga, ON Vaughan, ON

Certified Financial Planner (CFP) with additional designations as a Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). Committed to delivering holistic financial advice with a focus on estate and insurance planning. Aspiring… Read more »

Area serviced: Brampton, ON; Woodbridge, ON; Cornwall, ON; Toronto, ON; Woodstock, ON; Mississauga, ON; Vaughan, ON

6473788303

Adam Gordon, Candidate
President

Kingston, ON Toronto, ON

Since 1956, Gordon’s has worked closely with professionals like you to solve the daunting challenge of downsizing and estate settlement for mutual clients.
Our role is to streamline the estate settlement and downsizing process for professionals… Read more »

Area serviced: Kingston, ON; Ottawa, ON; Oakville, ON; Mississauga, ON; Hamilton, ON; Belleville, ON; Brockville, ON; Scarborough, ON; Toronto, ON

8002672206
4168077527

www.gogordons.com

Area serviced: D'Arcy, BC

Area serviced: Winkler, MB

Area serviced: Toronto, ON

In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA. Deal in the older age market - most clients are seniors. Licensed to sell money and life products.

Area serviced: Richmond, BC

I am a CPA and providing the tax consulting services to my clients. My clients are getting aging and I believe it's very necessary to become a Certified Executor Advisor for my clients.

Area serviced: Ottawa, ON

Area serviced: Edmonton, AB

I love financial planning, believe everyone should do it, and the best thing you can do for those you leave behind is to plan ahead and stay organized.

Area serviced: Kelowna, BC

CPA Firm with focus on Canadian Taxation Compliance.

Area serviced: Swift Current, SK; Assiniboia, SK; Maple Creek, SK; Eastend, SK

At Stark & Marsh, Candace collaborates with clients to develop comprehensive financial plans that address financial, insurance, retirement, and estate planning needs. She works closely with the firm’s accounting and tax advisors to ensure that all aspects of a client’s financial picture, including tax implications, are fully considered.

Through a referral agreement with Stark & Marsh Wealth Management, Candace connects clients interested in investments to TriCert Investment Counsel Inc. This partnership provides clients with direct access to a team of portfolio managers who tailor investment strategies to their specific needs. By integrating the expertise of accountants, financial planners, and investment advisors, Candace ensures clients receive a holistic and customized approach to their financial planning.

Candace relocated to Saskatchewan in 1992 to grain farm and continues to assist her son with the financial operations of the family business. In addition, she and her husband Ivan own and operate MicroAge in Swift Current, a business they purchased in 2010. As a fellow business owner, Candace understands the challenges and regulatory requirements business owners face.

An active member of the community, Candace served on the board of Special Olympics (2021–2023) and was the Chairperson for the Swift Current Chamber of Commerce in 2016.

Area serviced: Caledon, ON

Seasoned financial professional working for a multinational
corporation. I have more than 30 years of experience in senior management
positions overseeing financial planning, budgeting, reporting, taxation, evaluating
capital investment proposals, managing financial systems integration and
project management.

Area serviced: Toronto, ON

Area serviced: Oakville, ON

Area serviced: Gloucester, ON

I have taken the CFP course, have life license . Im an insurance specialist supporting advisors in the high net worth market using life insurance strategies for their business and personal clients.

Area serviced: Brampton, ON; Woodbridge, ON; Cornwall, ON; Toronto, ON; Woodstock, ON; Mississauga, ON; Vaughan, ON

Certified Financial Planner (CFP) with additional designations as a Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). Committed to delivering holistic financial advice with a focus on estate and insurance planning. Aspiring to expand my practice as an Executor Advisor, helping clients navigate wealth transfer with clarity and confidence.

Area serviced: Kingston, ON; Ottawa, ON; Oakville, ON; Mississauga, ON; Hamilton, ON; Belleville, ON; Brockville, ON; Scarborough, ON; Toronto, ON

Since 1956, Gordon’s has worked closely with professionals like you to solve the daunting challenge of downsizing and estate settlement for mutual clients.

Our role is to streamline the estate settlement and downsizing process for professionals and their clients as it relates to the real estate and personal property (to whatever degree our clients wish). Gordon’s replaces the need for the client and supporting professionals to source and manage a: property manager, realtor, appraiser, personal property seller, mover, shipper, and other contractors likely to be involved in the process to maintain, repair, and/or clean up the property.

In addition, Gordon’s interim funds all the expenses related to the activities under our care, until the client has the proceeds from the real estate sale, thereby alleviating cashflow requirements.

The market real estate commission covers the project planning and management in addition to the real estate sale. Other direct costs are charged with no markup.

We get paid when the client gets paid.