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1531 Results Found

Nancy Pike, Candidate
Financial Advisor

Langdon, AB Contact

Area serviced: Langdon, AB

4036516621

Helen Pinchen, Candidate
Manager

Bracebridge, ON Contact

Area serviced: Bracebridge, ON

519-766-8876

Rudy Pineda, Candidate
Director of Advanced Sales

Toronto, ON Contact

Rudy started his career in sales with a leading national MGA and has been a student of the industry for over 18 years. He holds the CLU and CHS Designations; and has experience working with clients, investment advisors, insurance specialist and… Read more »

Area serviced: Toronto, ON

4164579811

Eva Pomponi, Candidate
Senior Private Wealth Advisor

Etobicoke, ON Contact

Eva Pomponi - Senior Private Wealth Advisor
National Bank Private Banking 1859
I have over 25 years of financial services experience including banking, commercial, private banking, wealth, and investment management. I work with ultra-high net… Read more »

Area serviced: Etobicoke, ON

14163172513

Brian Poncelet, Candidate
President

Mississauga, ON Contact

Area serviced: Mississauga, ON

6472687245

JUDE PORANGANEL, Candidate
ADVISOR

Mississauga, ON Contact

Area serviced: Mississauga, ON

905-271-5515

Laurence Prasad, Candidate
Financial Advisor

Vancouver, BC Contact

# Read more »

Area serviced: Vancouver, BC

6043239997

Brian Price, Candidate
Founding Partner

Windsor, ON Contact

Welcome to South Western Ontario! Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?
My firm, established in 2010, focuses on clients with less than $500,000 of… Read more »

Area serviced: Windsor, ON

519-995-6145

LISA Priest, Candidate
Pre Planning Director

Burlington, ON Contact

Area serviced: Burlington, ON

6478847389

Ines Radke, Candidate
Investment Specialist

La Salle, MB Contact

Area serviced: La Salle, MB

2047364341

Catherine Rahal, Candidate
President

Montreal, QC Contact

Area serviced: Montreal, QC

514.246.4596

lalit Rai, Candidate
President

Toronto, ON Contact

I work in the high net worth market, with professionals and Business person. I work with individuals that make more than 1MM in there companies, with more than 500000 profit. or companies with 5mm to 50 MM in revenue. I am there quarterback in all… Read more »

Area serviced: Toronto, ON

416-8732826

Chanrouti Ramnarine, Candidate
Financial Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

4166407770

Dave Ratke, Candidate
President & CEO, DAR & Associates

Edmonton, AB Contact

Area serviced: Edmonton, AB

780-951-0319

Rodney Rattray, Candidate
Estate and Business Coach

St. Thomas, ON Contact

With 30+ years experience in banking, credit unions, charitable organizations and as a business entrepreneur coaching people about their personal finances and small business, it is my privilege to financially coach Executors, Administrators and families… Read more »

Area serviced: St. Thomas, ON; Aylmer, ON; London, ON; Woodstock, ON; Chatham-Kent, ON; Tillsonburg, ON

519-852-2693

Area serviced: Bracebridge, ON

Area serviced: Toronto, ON

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 18 years. He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.

For the past 18 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively. Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

Area serviced: Etobicoke, ON

Eva Pomponi - Senior Private Wealth Advisor

National Bank
Private Banking 1859

I have over 25 years of financial services experience including
banking, commercial, private banking, wealth, and investment management. I work with ultra-high net families,
foundations, and corporations. I offer
managed and advisory investment management services using world-class sub-advisors
and in-house investment management.
Wealth management and financial solutions are provided to our clients,
including estate and retirement planning, wealth perseverance strategies,
corporate finance, commercial banking, philanthropy, and private banking.

I have the Certified Financial Planning Designation; I am a Chartered
Investment Manager and a Fellow of the Canadian Securities Institute.

Private Banking 1859 offers a discretionary investment management
offering, guided and directed by senior leaders of NBC. Professional portfolio
construction is comprised of the following functions: Asset Allocation,
Investment Strategy, Manager Selection, and Portfolio Management.

Area serviced: Mississauga, ON

I have been in the Insurance and Financial Services Industry for over 40 years. With my commitment to service and my dedication to serving individual families and Business owners , I have built a successful practice that is a testament to only one word "SERVICE". As my clientele is aging and they are moving their assets to the next genaration, I have been called to assist informally with their last will and testaments.

The CERTIFIED EXECUTOR ADVISOR will certainly enhance my knowledge in this process and I hope to help and assist other excutors as I move my practice forard in this direction.

My educational qualification are as follows:

BA ( Uof T)- 1976

Entered the Business with a large Insurance company from 1977 to 2007.

fromm 2007 to the current time, I am an independent Insurance and Financial advisor with a large MGA.

CLU- designation in 1984

CFP -designation in 1997

CH FC-designation in 1989

REBC-designation in 2002

GBA- designation in 2002

EPC- designation in 2005

Area serviced: Vancouver, BC

Holistic Financial Advisor helping individuals, families and businesses create wealth and protect wealth

Area serviced: Windsor, ON

Welcome to South Western Ontario! Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?

My firm, established in 2010, focuses on clients with less than $500,000 of assets. Typical Ontario families that need to save for college, build for retirement, or trade up or down in house size as their life ebbs and flows.

With a focus on the Estate of a person, my firm brings council, guidance, education and compassion to the transactional process of Estate building, preservation and disbursement. Areas of focus are:

Personal Property Appraisal,(Sub Specialty: Numismatics), Medically Complex Life Insurance Coverage, Investment Management, Commercial and Residential Real Estate.

My firm operates off of one simple founding principle:

"How Can I Help?"

Area serviced: Burlington, ON

Area serviced: La Salle, MB

Area serviced: Montreal, QC

Area serviced: Toronto, ON

Area serviced: Edmonton, AB

Dave Ratke, holds a CGA, CPA designation. His background spans over 25 years of progressive experience in Edmonton, Alberta, and surrounding areas in the industries of construction, manufacturing, oil and gas, and forestry. Dave is a highly accomplished finance professional managing successful finance departments in private and public sectors, as well as public company experience in both Canada and US jurisdictions. Dave also has previous experience as a privacy officer and is currently a Commissioner for Oaths.

Area serviced: St. Thomas, ON; Aylmer, ON; London, ON; Woodstock, ON; Chatham-Kent, ON; Tillsonburg, ON

With 30+ years experience in banking, credit unions, charitable
organizations and as a business entrepreneur coaching people about their
personal finances and small business, it is my privilege to financially
coach Executors, Administrators and families through such a
life-changing event as death of a family member.

I
am honoured to help you "Set Your House In Order" before a death
occurs by preparing a Will and Powers of Attorney. This proactive step
saves tremendous time and frustration in the future.