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I help individuals navigate a path through the challenges of Estate Administration, leveraging my personal experience as an Executor and practical experience in Tax preparation. 

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Area serviced: Calgary, AB
587 436 1117
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors.  I have been working with my clients since 1992 to provide… Read more »
Area serviced: Newmarket, ON; Aurora, ON; Barrie, ON; Toronto, ON; Niagara-on-the-Lake, ON

Devyn received an Associates’s Degree in Marketing from Red River College in 2015, a Bachelor of Business Administration from the University of Winnipeg in 2017, and completed the Life License Qualification Program (LLQP) in 2021. Devyn started… Read more »
Area serviced: Steinbach, MB; Niverville, MB; Mitchell, MB
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.  I hold a Bachelor of Commerce and Economics degree… Read more »
Area serviced: Toronto, ON
Working with people for the last 27 years, I understand the importance of planning!  Both my parents lived into their 90's.  My Dad had lymphoma and ended up living with us in the last days of his life.  My mother had Alzheimer's and had to be put… Read more »
Area serviced: Belleville, ON
I have a background in accounting and human resources with a Business Administration diploma from Okanagan College. I live in Williams Lake BC, where my father works as a Certified financial planner and he mentioned to me that there is a need in our… Read more »
Area serviced: Williams Lake, BC
Digital Asset Specialist | Technology leadership
Offering services to organize, secure, and manage the critical data executors need in the digital age.
An active executor myself, I work with testators and their executors to manage risk and uncertainty… Read more »
Area serviced: Sherwood Park, AB; Edmonton, AB; St. Albert, AB; Stony Plain, AB; Spruce Grove, AB; Leduc, AB; Red Deer, AB; Airdrie, AB; Ft. Saskatchewan, AB; Lacombe, AB; Okotoks, AB; Olds, AB; Strathcona County, AB; Calgary, AB
Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 8 Wealth Advisors, 16 Private Bankers and a amazing team of 4 Private Trust  officers.  We cover from Hwy 27 to Oshawa and Finch to Hwy 9 of the Greater… Read more »
Area serviced: Vaughan, ON; Toronto, ON
Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained… Read more »
Area serviced: Tiny, ON
Growing up in Naples, Emma is wholly connected to the community and loves living in paradise! Prior to joining her Mom, Jane Wood, at John R. Wood, she was working in Toronto for a boutique investment firm focused on client services and business development.… Read more »
Area serviced: Toronto, ON
Area serviced: Cornwall, ON; Ottawa, ON; Brockville, ON; Morrisburg, ON; Montreal, QC
Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins. 
"The… Read more »
Area serviced: Ottawa, ON
Bill has been a financial advisor and planner since 1996.  His focus, and that of his team, has always been on planning first.  In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I… Read more »
Area serviced: Aurora, ON; Toronto, ON; Newmarket, ON; East Gwillimbury, ON