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I have been a financial advisor for about 10 years, I provides financial planning services, life and health insurance products and investment management to my clients,  I became a CFP in 2020,  professional communication and trustworthy services… Read more »
Area serviced: Coquitlam, BC
7788885789
Irene Lis, founder of Your Life Commemorated Inc.™, is a licensed Funeral Director with an MBA and a Certified Human Resources Leader (CHRL) designation.  Irene enjoys working as both a personal funeral planning consultant and as a Human Resources… Read more »
Area serviced: Lincoln, ON
613-715-2739
I currently work as a Marketing & Social Media Surveillance Officer and have to review marketing pieces from different lines of business, Private Investment Advice, Private Investment Council, Private Banking, Wealth Insurance, and Private Trust, in… Read more »
Area serviced: Toronto, ON
416-451-5588
416-308-2704
Area serviced: Burlington, ON
9054076052
Peace of Mind Seniors Consulting and Provisioning services assists our clients with current Lifestyle requirements or future Lifestyle transitions.  

Our consulting services provide a wide range options  and a network of resources to help our clients… Read more »
Area serviced: Mississauga, ON
6478893449
I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance,… Read more »
Area serviced: St. Thomas, ON
15196314088
I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure busy sales professionals know where they are in relation to what is most important… Read more »
Area serviced: Saskatoon, SK; Regina, SK
306-664-1969