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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
I am a licensed Financial Advisor DFSA and now CEA with a private practice in Simcoe, Ontario dedicated to serving individuals and their families across Norfolk County. 
I provide guidance to my clients about retirement preparation, transition,… Read more »
Area serviced: Simcoe, ON
519-426-3329
I have worked for Access Credit Union since 2009. Started as a MSR and then moved up to an FSR role which has recently changed to a DSR II

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Area serviced: Altona, MB
2043246437
Allison joined the Gallery Wealth Management team in 2012. She is responsible for keeping the office running smoothly and supporting her team. What Allison likes most about her role is meeting new people and constantly learning in an always changing… Read more »
Area serviced: Morden, MB; Altona, MB; Winkler, MB; Carman, MB; Manitou, MB; Miami, MB
204 822 6887
About Patrick Briscoe, founder of Bayswater Wealth Management
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning,… Read more »
Area serviced: London, ON; St. Thomas, ON; Stratford, ON; Woodstock, ON; Waterloo (Region), ON; Strathroy, ON; Komoka, ON
519-914-5778
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.
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Area serviced: Montreal, QC
15149458882
Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC
780 996 9135
Area serviced: Lethbridge, AB
4033283306 x2211

Dylan Brown
CEA, CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
CERTIFIED FINANCIAL PLANNER®
CERTIFIED INTERNATIONAL WEALTH MANAGER
Brown & Associates / Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1
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Area serviced: Windsor, ON
519-944-4232
Bruce graduated from Western University (formerly known as The University of Western Ontario) in 1986 with an Honours degree in Computer Science. After 19 years in the high technology industry, designing, building and marketing equipment and software… Read more »
Area serviced: Ottawa, ON; Carleton Place, ON; Cumberland, ON; Gloucester, ON; Kanata, ON; Kemptville, ON; Manotick, ON; Nepean, ON; Orleans, ON; Ottawa-Carleton, ON; West Carleton, ON
6138596268

ABOUT RAY BUKOVY, CFP CPCA www.bfinancial.comRay has been in the financial services industry for over 34 years. He is a Certified Financial Planner (CFP) and has obtained theCertified Professional Consultant on Aging (CPCA) designation. He is experienced… Read more »
Area serviced: Thunder Bay, ON
807-684-1820