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I have been in the Financial industry since 1993 as an Financial Planner / Insurance advisor and for the last 12 years as a wholesaler for the leading Insurance Companies in Canada. I'm at Equitable Life of Canada in the position as the Regional Investment… Read more »
Area serviced: Calgary, AB
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs.  Services include document organization, bill payment with statment reconciliation, acting as Power of Attorney or Trustee… Read more »
Area serviced: Calgary, AB; Winnipeg, MB
I work as a Senior Financial Planner at TD Wealth.  I help client setting and achieving their retirement goals.  I hold my Certified Financial Planner (CFP), CIM, FCSI.  I am also a Certified Retirement Specialist and LLQP life insurance licensed. … Read more »
Area serviced: Markham, ON
Area serviced: North Vancouver, BC; Vancouver, BC; Surrey, BC; Richmond, BC
604 980-6661
Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex… Read more »
Area serviced: Ottawa, ON
613-209-0120 x2
As a professional Financial Adviser, I will provide you with expert advice and solutions to meet your financial planning and Banking needs.  I have been in the financial services industry since 1985 and my qualifications include the Registered Retirement… Read more »
Area serviced: Kitchener, ON
519-744-4151 ext 349
Being a financial advisor has been my passion over the past 25 years.  I take great pride in helping people achieve a successful financial future. Each of us has a good story to tell and some of them may touch on your financial dreams and needs.  We’ll… Read more »
Area serviced: Red Deer, AB
403 9868898
Area serviced: Regina, SK
I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well… Read more »
Area serviced: Kanata, ON