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Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON
905-399-2177
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
289-681-2652
Area serviced: Guelph, ON; Fergus, ON
519-780-5448

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
7806915771
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
6472009638
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
5196231870
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
4033244981
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
9024232152
Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON
416 498-6181
A Life, Retirement & Estate Guide since May 15, 1980, Fred has been helping responsible families, like yours, achieve peace of mind. Fred has spent his entire career with a front row seat to see firsthand the challenges facing today's families. As… Read more »
Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON
613-416-2020
Bowie Financial Inc. is an easy-going, family oriented, approachable company that believes in full, ongoing service for our clients and their families.  We know the importance of having good life insurance products and guaranteed investment products… Read more »
Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON
6134162020