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Kristian Alary, CEA
Retirement & Life Guide

Ottawa, ON Contact

We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

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Area serviced: Ottawa, ON

6134162020

Mark Albert, CEA
Life Insurance Agent

Mississauga, ON Contact

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement" … Read more »

Area serviced: Mississauga, ON; Niagara, ON; Niagara Falls, ON; Welland, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON; Burlington, ON; Niagara-on-the-Lake, ON; Brampton, ON; North York, ON; Milton, ON; Metro Toronto, ON; Toronto, ON; Hamilton, ON

4166596655

Eric Albertini, CEA
Financial Advisor

Victoria, BC Contact

TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals. Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with… Read more »

Area serviced: Victoria, BC

867-689-3128

Enayat Michael Ali, CFP, CLU, CH.F.C., EPC, CEA, CEA
Financial Advisor

Burlington, ON Contact

I have been practicing in the family market for the past 47 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
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Area serviced: Burlington, ON

2893379308

DIXIE ALLEN, CEA
Certified Executor Advisor, Author, Public Speaker, President DRALLEN FINANCIAL GROUP

Toronto, ON Contact

Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge… Read more »

Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS

416-441-4146 x:321

Tom Allen, CEA
Advisor

Barrie, ON Contact

Tom Allen MBA, CFP
Tom uses a holistic approach to guide clients to financial success. Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create… Read more »

Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON

7057373552

Adrian Altamirano, CEA
Financial Planner / AVP

Toronto, ON Contact

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

Gurbinder Amar, CEA
Business Development Executive

Surrey, BC Contact

Area serviced: Surrey, BC

7789994872

Mazina Ammar, CEA
Wealth Advisor

Edmonton, AB Contact

Area serviced: Edmonton, AB

780 448 8823

Alexander Anastasopulos, CEA
Financial Advisor

Toronto, ON Contact

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

Bill Andreadakis, CEA
real estate salesperson

Toronto, ON Contact

Area serviced: Toronto, ON

6476298978

David Angas, CEA
Senior Vice President, Financial Advisor

Toronto, ON Contact

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

Jonah Angeles, CEA
Financial Planner

Vancouver, BC Contact

Area serviced: Vancouver, BC

(604) 687-7526

Adam Aptowitzer, CEA
BA, LLB, CEA

Ottawa, ON Calgary, AB Contact

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

Ivy Arellano, CEA
Associate Consultant

Mississauga, ON Contact

Area serviced: Mississauga, ON

(905)

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement"

YouTube Educator:

https://www.youtube.com/MONEYwithMARKALBERT

I have been happily married for over 24 years, and we have 2 wonderful children. I hold a Business Administration Diploma in Human Resources and a Bachelors Degree in Religious Education.

I started in the financial industry back in 2008. I currently hold a Life Insurance License and am a Certified Executor Advisor. In 2018 I published my first book called "Ready, Reset, Refocus: Preparing For Retirement." Since publishing this book, I have been giving a free copy to all those who meet with me for an initial consultation as a way of thanking them for their time.

To discuss over the phone, please reach me at 416-659-6655 or by email at markalbertpfs@gmail.com

Area serviced: Victoria, BC

Area serviced: Burlington, ON

Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS

Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.

As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look.

"Financial Planning is not a product, it is a process" Dixie Allen.

Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON

Tom Allen MBA, CFP

Tom uses a holistic approach to guide clients to financial success. Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create a clear, path to financial and income security.

Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON

Adrian continues to build and lead a national business unit focused on delivering a holistic experience for strategic relationships at PPI. The focus of the offering is a unified and dedicated approach to work with firm leadership, management, business development team and most importantly, the firm’s advisors. He leads a high caliber team with tailored resources, practice management tools and unique competitive advantages in HNW marketplace, all while delivering on the ease of doing business with PPI.

Adrian joined PPI in 2012 as Sales Director in Ontario; in 2018, he was promoted to Assistant Vice-President of Sales for the region. Finally, in 2021, Adrian accepted the national mandate of Vice-President, Strategic Relationships.

Based out of Toronto, Adrian has well over a decade of experience in various roles within the financial industry, predominantly as a financial planner and sales executive. He began his career as an Insurance Advisor with Sun Life Financial in 2007 and was awarded the "Quick Start Award" for exceeding sale expectations. He then developed the go-to-marketing strategy for life insurance at State Farm before transitioning to BMO Nesbitt Burns, becoming one of their youngest Investment Advisors at the time.

Throughout the years, Adrian has achieved a number of industry designations to provide clients and advisors with holistic financial counsel including his Chartered Investment Manager (CIM) designation, Certified Financial Planner (CFP) designation, Certified Estate Advisor (CEA) designation and finally he successfully obtained his Family Enterprise Advisor (FEA) designation in June 2021.

Area serviced: Surrey, BC

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 – such as inside wholesaler, external wholesaler, sales manager for a
national MGA, a Regional Vice President for an insurance
carrier, and most recently a Business Development Executive for another national MGA. Gurbinder is a strong believer in continuing education, most recently
receiving his EPC designation. Gurbinder was voted one of the top 14
wholesalers in Canada in 2016 by the Life | Health Professional magazine. In
December 2018, Gurbinder joined the Insurance Council of British Columbia as a
non-voting member. Gurbinder regularly consults with different insurance
carrier partners on product and marketing development. Recently, in March 2021,
Gurbinder was interviewed for MoneySense magazine to provide transparency on
advisor roles and compensation. Gurbinder currently holds the following designations - QAFP™, CHS, CEA, EPC, FIC, ALMI, ACS.

Area serviced: Edmonton, AB

Area serviced: Toronto, ON

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.

Area serviced: Toronto, ON

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, estate and philanthropic planning.

We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.

Area serviced: Vancouver, BC

Area serviced: Ottawa, ON; Calgary, AB

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 including the Canadian Taxpayer, Canadian Fundraising & Philanthropy and the Not-for-Profit News, and has been cited as an expert in several national media publications.

Among other publications he is the author of a widely circulated paper on the regulation of charities in Canada and a second paper on the operation of businesses by charities both published by the C.D. Howe Institute.Adam is also a noted speaker and has presented to, amongst others, the C.D. Howe Institute, York University Continuing Legal Education Program, the Legal Education Society of Alberta, the Association of Fundraising Professionals, the Canadian Association of Gift Planners, and the Canadian Bar Association.

Adam has given expert opinion testimony at a Parliamentary Roundtable and was an invited witness to the Parliamentary Committee on Finance’s hearing on incentives for charitable giving. He has also appeared before the Tax Court of Canada and the Federal Court of Appeal and is an executive member of the Canadian Bar Association’s Charity and Not-for-Profit Law section.In 2012 Adam was named the Heather McArthur Memorial Young Lawyer Award winner by the Ontario Bar Association recognising his contributions to legal education and law reform. He was also named to the Top 40 Under 40 by the Ottawa Business Journal and Ottawa Chamber of Commerce.

Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.

On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..

B.A. (Economics) – University of Calgary, 1998
B.A. (Political Science) – University of Calgary, 1998
LL.B. – University of Ottawa, 2001
Call to the Bar of Ontario – 2002
Call to the Bar of Alberta – 2010
Life License Qualification Program (Insurance Licensing Exam) – 2007
Canadian Securities Course – 2008

Area serviced: Mississauga, ON