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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 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
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… Read more »
Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON
905 335-0045
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
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
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
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
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
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
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