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Bachelor of Commerce, Business and Accounting, Concordia University 
Post Graduate Executive Management Course, McGill University   
Mutual Fund License, Investment Funds Institute (MFDA)   1997-Current
Licensed Branch… Read more »
Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Burlington, ON
Protection. Progress. Prosperity.
Our investment approach focuses on key principles and strategies.  One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service;… Read more »
Area serviced: Oakville, ON
Area serviced: Guelph, ON; Fergus, ON

I acquired the Certified Executor Advisor designation in 2017 in order to fill the gap in my knowledge; several of my clients were dealing with the responsibilities and duties of being Executors.  Having this designation has enriched my Estate Planning… Read more »
Area serviced: Edmonton, AB
A Chartered Professional Accountant with 9+ years of public practice experience combined with Corporate, Estate and Tax Law knowledge. I run an accounting practice and happy to connect with new people. 
Being an education enthusiast, I love teaching… Read more »
Area serviced: Langley, BC; Coquitlam, BC; Burnaby, BC; Delta, BC; Surrey, BC; Abbotsford, BC; Chilliwack, BC; Vancouver, BC
Throughout my 22-year career as a Real Estate Sales and Broker, I have amassed extensive expertise in the dynamic and ever-evolving real estate industry. 

One of my notable specializations is in senior real estate, as evidenced by my designation… Read more »
Area serviced: Vaughan, ON; Metro Toronto, ON; Mississauga, ON; Halton, ON; York, ON
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases. 
Eileen has over thirty years of senior financial industry… Read more »
Area serviced: Cobourg, ON; Toronto, ON; Whitby, ON; Oshawa, ON; Kingston, ON; Woodstock, ON; Ingersoll, ON; Stratford, ON
I am a Life Insurance Agent and Broker with AO Globe Life. We work virtually across Canada.  One of our main markets is the No Cost Law Last Will and Testaments. Our company works with the non-profit No Cost Law to distribute Will Kits for our clients.… Read more »
Area serviced: Kelowna, BC
One of my greatest pleasures is helping Canadians organize and discern their financial matters to help pass on their legacy.
Financial Planner, Associate Portfolio Manager
Teresa Black Hughes - RGF Integrated Wealth Management… Read more »
Area serviced: Vancouver, BC
Tracy has worked at Graham Mathew Professional Corporation since 2001.  Most of her focus is on personal and estate income tax.  She enjoys being able to work closely with her clients and to bring understanding to complicated situations.  Client service… Read more »
Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON
I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing… Read more »
Area serviced: Winnipeg, MB
(204) 953-7414