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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

Independent Financial Advisor since 1994. Del is a Wealth & Insurance Advisor, primarily for successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined a process… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON
519-787-4627
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several other… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
204-594-3667
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.Coaches and assists others understand, plan and reach their personal… Read more »
Area serviced: Kingston, ON
613 530 5006
Amanda, CFA, CEA, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted… Read more »
Area serviced: Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port Moody, BC; White Rock, BC
6047831231
Let's get together and have a conversation.  Planning is all about aligning your assets and goals with your values and beliefs.  Upon completion you will have developed a unique plan with solutions that assist you with your goals.  I am… Read more »
Area serviced: Kincardine, ON
519-396-6880
Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family… Read more »
Area serviced: Kingston, ON; Gananoque, ON
613 544 3400 x2429
I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.Mainly focus on Retirement and Estate Planning.  Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996. Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes. Read more »
Area serviced: Ottawa, ON
6134162020