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Pat is a wealth advisor helping to create and sustain strategies for financial freedom.Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in… Read more »
Area serviced: Ottawa, ON
613-291-4747
Are you wondering what it is you can do to organize your Estate ahead of time? Well you are not alone.  I have assisted thousands of people with organizing their important papers ahead of time.  I can help you calm the chaos, identify gaps… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Milton, ON
905-717-9197
Since 1994, I have been helping my clients achieve their financial objectives.  You should know that I get the greatest satisfaction working for my clients and striving to be their trusted Advisor.  Like most advisors, I do all the background work… Read more »
Area serviced: Windsor, ON; Toronto, ON
519-250-4161
With over 30 years of advising clients on financial matters including insurance and investments and focusing on a holistic approach to individual/ family changing needs and solutions at every stage of life. Read more »
Area serviced: Fergus, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Caledon, ON
519-843-2056
As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is… Read more »
Area serviced: Flamborough, ON; Port Dover, ON
9056903667
9055180597
Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.Our… Read more »
Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Hamilton, ON; Guelph, ON; Brampton, ON; Stratford, ON; Collingwood, ON; Owen Sound, ON; Woolwich, ON; Kitchener, ON; Cambridge, ON
(519) 725-2006
I continue to earn my client's trust through professional, competent and consistent personalized financial planning. As a Certified Financial Planning professional (CFP) and Chartered Life Underwriter(CLU), I bring a great deal of value to the client… Read more »
Area serviced: Surrey, BC
778-291-2800
Kevin P. Empey is an independent Certified Financial Planner ® with Investment Planning Counsel. He has been helping individuals, families, and business owners achieve their financial goals since 1999. Kevin undertakes a thorough and specialized approach… Read more »
Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Ottawa-Carleton, ON; Brockville, ON; Gananoque, ON; Cornwall, ON; Gloucester, ON; Osgoode, ON; Smiths Falls, ON
6132585300
Gil is married and has three children with his wife Carol. He grew up on a family farm at Glenavon, Saskatchewan.  The agricultural roots and strong family influences dominate the value Gil brings to the succession and retirement planning he specializes… Read more »
Area serviced: Regina, SK; Weyburn, SK
306-789-3744
As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern… Read more »
Area serviced: Abbotsford, BC; Chilliwack, BC; Mission, BC; Surrey, BC; Vancouver, BC; Langley, BC
888-688-9992
My experience the past 24 years in the financial and wealth management profession, have been spent in the private accounting profession, as well as an investment advisor, a commercial banker, then as a private banker and currently occupy… Read more »
Area serviced: Vaughan, ON
647-625-0134