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I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life… Read more »
Area serviced: Calgary, AB
4035925885
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a thorough understanding of complex corporate structures and transactions. This knowledge… Read more »
Area serviced: Winnipeg, MB
(204) 944-3525
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
Area serviced: Saskatoon, SK; Regina, SK
306-665-0709
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 30 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear.… Read more »
Area serviced: Laval, QC; Toronto, ON; Pointe-Claire, QC
(514) 512-6902
(438) 388-0178
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
905-853-2586
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
4169830229
Working with people for the last 20 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… Read more »
Area serviced: Belleville, ON
6137710650
Digital Assets Specialist | Technology leadership
Offering services to access, secure, and manage the critical data executors need.
A recent executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the timely… 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
7809091626
5874326236
Area serviced: Toronto, ON; Oakville, ON; Markham, ON; Oshawa, ON; Whitby, ON; Vaughan, ON; Richmond Hill, ON
6479612405
VP and 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… Read more »
Area serviced: Vaughan, ON; Toronto, ON
6474019565
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
239-248-3161
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
613-271-3772