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VP, Strategic Relationships | Certified Financial Planner | Chartered Investment Manager | Family Enterprise Advisor | Certified Executor Advisor | Fellow of CSIAdrian continues to build and lead a national business unit focused on delivering a holistic… Read more »
Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON
647 409 8092

Joining the insurance industry in 2003, Gurbinder brings almost 2 decades of sales experience working the financial services fields.Gurbinder first started his journey in the insurance industry as an advisor and from there has held many positions –… Read more »
Area serviced: Surrey, BC
7789994872
My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.


Currently i hold the following designations:
CFP
QAFP
CLU
CEA
CHS
and a Bachelors in Finance. 

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Area serviced: Toronto, ON
647-546-8365
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate,… Read more »
Area serviced: Toronto, ON
416-777-7110
Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law. He is a member of both the bars of Alberta and Ontario and has been speaking and writing on the topic of charity law for several years. He has been published in several publications… Read more »
Area serviced: Ottawa, ON; Calgary, AB
(613) 237 3300
(403) 536 7442

We provide strategic financial advice to individuals, families and businesses. 

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee… Read more »
Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON
905-837-2600 x.19
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he… Read more »
Area serviced: Peterborough, ON
7057485101
Aziz Law provides a full range of legal services to clients across the GTA. We practice exclusively in the areas of wills, trusts, and estates.

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Area serviced: Vaughan, ON
6474511099
I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life… Read more »
Area serviced: Calgary, AB
4035925885
Hello, my name is Sean Bailey.. I am so blessed. I have been given the opportunity to help others reach their financial goals. However, the best part of my practice is helping clients pass on their hard earned savings to future generations. My clients… Read more »
Area serviced: Mississauga, ON; Toronto, ON; All, NS; All, ON
4163693004