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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… 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
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
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 the Assistant Branch Manager at Connect First Credit Union and will be dealing with members and potential members when a family member passes, and help them through the Estate process with the accounts held with us.

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Area serviced: Strathmore, AB
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
Beginning his career with a large Canadian insurer in 1997, Greg’s journey has moved beyond career agency into entrepreneurship in a unique way. Joining forces with the principle at Richard McKenster Financial Planning in 2002, he has been a partner… Read more »
Area serviced: Halifax, NS
Currently employed as an Estate Planning Specialist at CIBC Wood Gundy. 
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.  

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Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON
Jessica is a lawyer with more than a decade of experience assisting all levels of clients on a wide range of legal matters, specializing in estate planning and estate administration. Jessica noted through personal experience that there is a need for… Read more »
Area serviced: Edmonton, AB; Calgary, AB; Red Deer, AB; Wetaskiwin, AB; Beaumont, AB; Sherwood Park, AB; Sylvan Lake, AB; Ardrossan, AB; Drayton Valley, AB; Leduc, AB; Stony Plain, AB; Spruce Grove, AB; Camrose, AB
Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON
416 498-6181