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My profession is a relationship financial advisor, dedicated to providing  four pillars of service; Investment, estate, tax and financial planning.  I am part of a larger team of professionals that all share the same value of quality, clear,… Read more »
Area serviced: Collingwood, ON
(705) 444-1524
I'm part of a team of financial planners who focus on generational wealth planning. Read more »
Area serviced: Sherwood Park, AB; Beaumont, AB; Edmonton, AB; Leduc, AB; Camrose, AB; Ft. Saskatchewan, AB; St. Albert, AB; Stony Plain, AB; Spruce Grove, AB; Drayton Valley, AB; Red Deer, AB; Strathcona County, AB; Legal, AB; Vermillion, AB; Morinville, AB
Zoe is a member of Pallett Valo LLP's Wills, Estates & Trusts Practice Group.Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts,… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Halton, ON
I am a litigation law clerk to a sole practitioner in Toronto. We handle a variety of litigation matters: estate, corporate, construction, real estate, civil etc. Personally, I enjoy the estate litigation matters the most and am very interested in the… Read more »
Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the… Read more »
Area serviced: Oak Bluff, MB; Brandon, MB; Calgary, AB
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years… Read more »
Area serviced: North York, ON; Brampton, ON
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals… Read more »
Area serviced: Oakville, ON
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
I provide comprehensive financial planning for business professionals and their families.  By developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals, I help you to protect what matters… Read more »
Area serviced: Surrey, BC; Vancouver, BC; Langley, BC; Delta, BC; Richmond, BC; White Rock, BC; Victoria, BC
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
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) and… Read more »
Area serviced: Oakville, ON; Brampton, ON; Milton, ON; Halton, ON; Mississauga, ON; Burlington, ON; Metro Toronto, ON; Toronto, ON