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Owen Sound, ON Contact

W.R.(Bill)Black CExp, CIM, CFP, CEA, EPC, Providing financial advice to Business Owners and their families for 25years. The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth… Read more »

Area serviced: Owen Sound, ON; Milton, ON; Collingwood, ON; Mississauga, ON; Oakville, ON; Burlington, ON

519-376-0095

Tracy Blair, CEA
CPA CA BMath

Cambridge, ON Contact

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON

5196231870

Richard Blake, CEA
Retirement Income Specialist; CFP; CLU; CEA: RRP

Burlington, ON Contact

Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON

905 335-0045

Jilliane Blanchard, CEA
Assistant Branch Manager

Strathmore, AB Contact

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. Read more »

Area serviced: Strathmore, AB

403-901-1278

Doug Blaylock, CEA
Senior Financial Consultant

Winnipeg, MB Contact

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) 786-2708

Carol Blevins, CEA
Financial Advisor

Waterdown, ON Contact

Area serviced: Waterdown, ON

416 616 9417

Christopher Blueman, CEA
Estate Adviser

Orillia, ON Contact

Providing Professional Executor and Estate Advisory.We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca Read more »

Area serviced: Orillia, ON; Alliston, ON; Toronto, ON; Barrie, ON; Kingston, ON; Burlington, ON; North Bay, ON; Durham, ON; Muskoka (Region), ON; Most of Ontario, ON

800-686-2703 Ext:88

Tara Boersma, CFP, RRC, CEA
Branch Manager

Strathroy, ON Contact

Area serviced: Strathroy, ON

519-245-2530

Gregory Bonnell, CEA
CFP, CCS, CEA

Halifax, NS Contact

Area serviced: Halifax, NS

9024232152

Geoff Booth, BMS, CFP, CLU, CHS, CEA
Account Executive

Oakville, ON Contact

Currently employed as an Account Executive serving GTA west for Empire Life. Formerly a Financial Planner. Life Licensed as well as completed my Canadian Securities Course. I have also completed my CFP, CLU and CSH designations.I specialize… Read more »

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON

9056300982

Paul Bourbonniere, CEA
Certified Financial Planner

Markham, ON Contact

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

416 498-6181

Fred Bowie, CEA
Life & Retirement Guide

Kanata, ON Contact

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

SARAH BOWIE, CEA
Life and Investment Guide

Ottawa, ON Contact

Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON

6134162020

Robin Bowyer, CEA
Business Wealth Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

6137836024

Tyler Bradford, CEA
CFP, TEP, EPC, CEA

Mississauga, ON Contact

Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety… Read more »

Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON

4162422525

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, 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 is a priority. Read what her clients have to say ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA) " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)

Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON

After 23 years in retail banking and 16 years in the mutual fund/financial planning business I have developed and now focus on providing retirees and the soon to retire sector with the tools and advice not generally provided by the majority of financial advisors. Retirement represents a quantum shift in a person's thought process and assumptions that worked in the accumulation years can be deadly to a person who is living off their investments in their retirement years. Added to this are quality of life and planning for death issues that the young never consider. These should be your golden years but without planning they can simply be the stressful years. I work to help clients eliminate the stress of retirement by providing clarity for their retirement years and supporting them with the information they need when confronted with life altering events.

Area serviced: Strathmore, AB

Area serviced: Winnipeg, MB

Area serviced: Waterdown, ON

Area serviced: Orillia, ON; Alliston, ON; Toronto, ON; Barrie, ON; Kingston, ON; Burlington, ON; North Bay, ON; Durham, ON; Muskoka (Region), ON; Most of Ontario, ON

Providing Professional Executor and Estate Advisory.

We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca

Area serviced: Strathroy, ON

Area serviced: Halifax, NS

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 in developing unique and proprietary processes to manage client retirement planning and risk management. As a Certified Financial Planning professional (CFP®), wholistic planning is in keen focus in any client relationship.

Educated in Tampa, Florida, while originally from St. John’s Newfoundland and Labrador, Greg enjoys spending time with his family and volunteering as a soccer coach. He is a long-standing member of Advocis, the Financial Advisor’s Association of Canada, and is also a member of the Halifax Estate Planning Council.

Greg's business passion is to help clients create a safe and sustainable lifestyle through cash flow planning and risk management. www.rmfp.ca

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON

I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

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

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 a result of what he has learned, Fred is in a position to help you and your family meet many of life's challenges. He has helped thousands of families reach their objectives in the areas of Income Tax Planning & Preparation, Guaranteed Retirement Income and Estate Planning & Settlement.

Reach Fred by phone: 613-416-2020 or email: Fred@BowieCanHelp.com

Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON

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 at any age and love to help our clients find the right fit- being a broker who works with dozens of companies has it's advantages!

After more than a decade as a successful realtor in New York State, Ottawa and North Grenville I decided to take the leap to work in our family business here at Bowie Financial Inc. It's a good fit for me... I still get to work with people and advise them on complex transactions, but am now usually home in time for dinner with my family.

We'd be honoured to have the opportunity to work with you and yours to develop financial strategies that focus on both short-term and long-term goals. Investments, insurance, estate planning and taxes can seem daunting and make your head spin; let us show you the true value of the service we provide...PEACE OF MIND.

Area serviced: Ottawa, ON

Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON