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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 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 to be put… Read more »
Area serviced: Belleville, ON
Digital Asset Specialist | Technology leadership
Offering services to access, secure, and manage the critical data executors need.
A active 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
Area serviced: Toronto, ON; Oakville, ON; Markham, ON; Oshawa, ON; Whitby, ON; Vaughan, ON; Richmond Hill, ON
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
I am a Sr. Legal Assistant at Taylor McCaffrey LLP with over 20 years of experience working on estate administration matters.

I support Taylor McCaffrey's estate lawyers, particularly Solange Buissé and Diana King, on estate administration… Read more »
Area serviced: Winnipeg, MB
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
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… Read more »
Area serviced: Aurora, ON; Toronto, ON; Newmarket, ON; East Gwillimbury, ON