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An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions.… Read more »
Area serviced: Vancouver, BC
6045585609
The Real Estate journey, whether in Sherwood Park or beyond, often evokes anxiety. As a dedicated guide and a trusted realtor, I erase those fears. With a proven and simple approach, I demystify real estate, leading you and your family to a successful… Read more »
Area serviced: Sherwood Park, AB
587-870-6317
I have built QWFS with a vision to be one stop shop.  To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren.  We are looking to provide the knowledge,… Read more »
Area serviced: Edmonton, AB; Calgary, AB; Vermillion, AB
7809053757
Area serviced: Richmond Hill, ON
6479980111
I am the Estate Administration Officer for all branches at Crossroads Credit Union located in Canora, Wadena, Preeceville and Sturgis, SK. I assist our members in navigating the estate process by providing guidance, knowledge and advice to make the transition… Read more »
Area serviced: Canora, SK
3065632426
I am a Consultant with IG Wealth Management based in Yorkton, Saskatchewan, providing comprehensive financial planning with a strong focus on retirement and estate planning. I work closely with individuals, families, and executors to help navigate life… Read more »
Area serviced: Yorkton, SK
3063160390
My name is Scott Harris of Stonehaven Financial Group and Wellington-Altus Private Wealth based in Aurora. We built Stonehaven as a boutique independent financial advisory firm. Our team has been working with multi-generation families and businesses… Read more »
Area serviced: Aurora, ON; Toronto, ON; Vancouver, BC; Collingwood, ON
905-470-4125
Area serviced: Belleville, ON
416-848-2100