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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 ManagementSince 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
Business succession planning is a complex issue, especially when it involves family members.  How can business owners ensure their retirement income stream is protected when they retire and pass the reins to their kids?  How can you transfer… Read more »
Area serviced: Calgary, AB; Edmonton, AB
587-586-4520
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance. Read more »
Area serviced: Westmount, QC
15149458882
Chet is dedicated to educating the public about the importance of comprehensive personal financial planning. Chet's professional qualifications include Certified Financial Planner and Registered Financial Planner designations. Chet is Past President… Read more »
Area serviced: Regina, SK
306 337 4500
Area serviced: Edmonton, AB; Calgary, AB; Kelowna, BC
780 996 9135
TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our… Read more »
Area serviced: Brandon, MB; Western Manitoba, MB
204-761-8928
I have been in the financial services field for over 40 years and specialize in working with clients in the 50 plus age group. I help them to make informed retirement decisions for their money and their life.This includes a retirement income plan designed… Read more »
Area serviced: Abbotsford, BC
6048599966
I have 23 years experience working in the trust and estate industry for various trust companies in both administration and business development. I am an active member of the Estate Planners Council of Halton & Canadian Association of Gift Planners. … Read more »
Area serviced: Burlington, ON; Guelph, ON; Kitchener, ON; London, ON; Ottawa, ON; Toronto, ON; Windsor, ON
905-531-4852
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance.  His expertise is custom investment plans, pensions, estates, and personal income tax.  He is also an Elder Planning Counselor.  Please… Read more »
Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Cambridge, ON; Courtenay, BC; Duncan, BC
1 800 893 0014 or 519 747 4200