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Fianancial Consultant with Investors Group. I hold designations in CFP, TEP, CPCA and spend most of my time servicing a large client base with Estate Planning and Tax services. Read more »
Area serviced: Brampton, ON
905 450-2891 ext. 254
Proudly married to Susanne, together we share six children (three each from previous marriage). I have been in the financial industry for the past twenty seven years. One reason I particularly enjoy this business, and the challenges that go along with… Read more »
Area serviced: Welland, ON
(905) 736-0204
Rob has been a senior advisor with Barnett Wealth Management Inc. since 1996. Previous to this, Rob attended Brock University and graduated with a Bachelor’s degree in Business and Economics which set an ideal foundation for his work as a financial… Read more »
Area serviced: Dunnville, ON
Greg entered the funeral industry at the age of 18. He has worked for various sized funeral homes, including one of the largest family owned firms in Canada. Greg has also worked as an examination proctor for a provincial regulator, the Bereavement Authority… Read more »
Area serviced: Etobicoke, ON; Toronto, ON
As the Director, Business Development at PPI, I am responsible for supporting Financial Advisors across Northern Alberta and Saskatchewan.  I provide them with the resources, tools, and education to enhance and maximize their ability to deliver… Read more »
Area serviced: Edmonton, AB
Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles… Read more »
Area serviced: Toronto, ON; Cobourg, ON; Whitby, ON; Oshawa, ON
Rachel Blumenfeld’s practice focuses in the areas of trusts and estates, tax law, and charities and not-for-profit law.Within her practice, Ms. Blumenfeld is often called upon to advise clients on tax and estate planning and estate administration,… Read more »
Area serviced: Toronto, ON
Strategic Advisor - Atticus Estate Settlement Read more »
Area serviced: Mississauga, ON
BSc., DDS, CFP, FMA    Principal and financial advisor with The Wyndham Group | Raymond James Ltd.  We build long term relationships with our clients through prudent investment management, holistic financial planning, and exceptional service. We… Read more »
Area serviced: Toronto, ON
As a second generation lawyer at Cleveland Doan LLP practicing in the areas of estate planning, administration, and litigation, Grace spends her days helping clients solve problems - and setting them up to avoid problems in the first place! She obtained… Read more »
Area serviced: White Rock, BC; Surrey, BC; Langley, BC; Delta, BC