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Sylvia Carruthers , B.Sc.(O.T.), LL.B, C.E.A. is an experienced lawyer who has been assisting clients in estate planning and administration since 1983. In addition to her extensive and lengthy career in Ontario, she now practices in Alberta, so is ready… Read more »
Area serviced: Priddis Greens, AB; Calgary, AB; Cochrane, AB; Okotoks, AB; Foothills County, AB
403 200 4550
A trusted Financial Planner with 30+ years of extensive Estate planning experience.  Very approachable and easy to deal with.  Completely independent with no in house product bias.
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Area serviced: London, ON
519 615 2667
I am a Certified Financial Planner (CFP®) with a background in Education (B.Ed.)  I value the relationships that I form, and I show it through honest communication and thorough results for clients.  My areas of strength allow me to synthesize… Read more »
Area serviced: Kingston, ON
613-634-3191 ext 4
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
519 880 9883
Prior to joining Equitable Life in 2017 (for the 2nd time), Jim has spent more than 35 years in the financial services industry as a producer, financial planner, and a market representative with both Equitable Life and Canada Life.

Jim has been very… Read more »
Area serviced: Strathmore, AB; Lethbridge, AB; Calgary, AB
403.968.6615
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 statement reconciliation, acting as Power of Attorney or Trustee… Read more »
Area serviced: Calgary, AB; Winnipeg, MB
4039782176
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
9057718306
Providing independent advice to help you confidently make your financial decisions.  Experienced professional advice with solutions to your investment, insurance, lending, and financial planning needs.  As a Certified Financial Planner with additional… Read more »
Area serviced: Mississauga, ON; Milton, ON; Brampton, ON; Oakville, ON; Toronto, ON; Serving most cities in Ontario, ON
4164647760
I am a financial advisor for over 11 years and I am very passionate of helping individuals and families achieve their financial goals, by providing advice on investment planning, tax planning, retirement planning, and inter-generational wealth transfer… Read more »
Area serviced: Surrey, BC
17788980988

Making the right movesWhether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having… Read more »
Area serviced: Markham, ON; Toronto, ON
416-432-9188