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The first two decades of my career was In bookkeeping & systems, real estate and mortgages, banking and wealth management.  Since then, I have shifted to risk management and life insurance and that was 15 years ago.As a financial service professional,… Read more »
Area serviced: Richmond Hill, ON
6472318891
Patricia Taylor, CPA is an accountant at a local licenced accounting firm that offers personal, corporate, and trust tax advice along with return preparations. We also provide review and compilation services. Read more »
Area serviced: Kingston, ON
6135424982
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant)… Read more »
Area serviced: Oakville, ON; Brampton, ON; Milton, ON; Halton, ON; Mississauga, ON; Burlington, ON; Metro Toronto, ON; Toronto, ON
(905)338-9500
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible. Read more »
Area serviced: Toronto, ON
416 493-9977
I am the Director of Business Development for Wealth Stewards.  One of our sister companies is Estate Stewards.  I am constantly asked questions on estate work, estate planning, etc.  I believe I owe it to our clients to be able to both answer their… Read more »
Area serviced: Toronto, ON
4164526095
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal, A seasoned financial services veteran with over 35 years of professional advisory, practice, and agency management experience, Brent has specialized in advanced estate and tax planning techniques,… Read more »
Area serviced: Mississauga, ON; Calgary, AB; Vancouver, BC
905-891-9543
Micheline Varas, BA, RHU, RFC, EPC, GBDSSenior Partner, Senior VP Living BenefitsCustomPlan Financial AdvisorsMicheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective… Read more »
Area serviced: Vancouver, BC; Winnipeg, MB; Regina, SK; Calgary, AB; Toronto, ON
604 646-5805
For the past 50 years I have helped advise my clients through my law practice, initially as Speal, Viner and then growing over time to Viner, Kennedy, Frederick, Allan & Tobias, commonly known as Viner, Kennedy.With my experience, and as a creative problem… Read more »
Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON
613 5418181
Sally is a certified financial planner with more than 20 years experience assisting all levels of clients on a wide range of financial, wealth and tax planning matters. Having worked in Toronto and Nova Scotia during the course of her career; she has… Read more »
Area serviced: Wolfville, NS

Certified Financial PlannerCertified Divorce Financial AnalystFinancial PlanningHalf of my clients are Career Women Read more »
Area serviced: Markham, ON
9059406001X231
An attentive, focused Advisor, who develops a long-term relationship with clients that makes them feel truly understood and valued. Willing to go above and beyond for clients, while truly listening to their concerns and needs allows me to assist my clients… Read more »
Area serviced: Trenton, ON
613-394-8200
Area serviced: London, ON
519-438-3308