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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; All, ON; Georgetown, ON; Markham, ON; Vaughan, ON; Etobicoke, ON; Halton Hills, ON; Richmond Hill, ON; North York, 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
I work with  individuals, families, and businesses to create personalized financial plans that reflect who they are and what matters most to them. By getting to know my clients and their unique goals, I tailor strategies that align with their financial… Read more »
Area serviced: St. Albert, AB; Edmonton, AB
7804592200

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
I joined Sun Life as an advisor in 2018.  Since then, I’ve had the privilege of working with many clients and their families across Ontario.
I am also a QUALIFIED ASSOCIATE FINANCIAL PLANNER™, QAFP® professional.
I am associated with Alexander… Read more »
Area serviced: Scarborough, ON; Toronto, ON; Markham, ON; Oshawa, ON; Whitby, ON; Virtually online, Zoom, ON
416-569-6808
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. A one-size-fits-all approach may be fine for some investors, but we believe investments should… Read more »
Area serviced: LaSalle, ON; Windsor, ON; Amherstburg, ON; Leamington, ON
519-966-5046
Area serviced: Oakville, ON
6479945077



Ivan’s mission is to empower Christians to achieve financial transformation by applying biblical wisdom through out their financial journey. Ivan’s practice will be focusing on providing relationship based expert financial planning, based… Read more »
Area serviced: Burnaby, BC
6046718733
**Tzachi Chen: Your Trusted Certified Executor Advisor**
From the bustling streets of Toronto to the serene landscapes of British Columbia, I've been privileged to serve the Canadian community since 2009, diving deep into the intricate layers of financial… Read more »
Area serviced: Markham, ON; York, ON; Toronto, ON
4165666785


I am a dedicated and experienced financial professional currently serving as an Associate Financial Advisor at CI Assante Wealth Management in Ontario. With a career spanning over a decade in the financial services industry, I have developed robust… Read more »
Area serviced: Richmond Hill, ON
(416) 490-9944
No one plans to fail, but many fail to plan. As a Certified Financial Planning (CFP) Professional, I specialize in helping people at all walks of life plan, strategize and achieve their goals.
Feel free to contact me with any questions regarding investments,… Read more »
Area serviced: Richmond Hill, ON
905-597-7780
I joined Edward Jones in 2000 after graduating from the University of Toronto with a Bachelor of Science majoring in Mathematics. I became a fully licensed Financial Advisor in 2011.

I enjoy working with people who are serious about their finances… Read more »
Area serviced: Toronto, ON
6479916851
I bring more than 23 years of experience in financial planning to my role as an Estate and Trust Advisor for clients across British Columbia. My depth of experience, coupled with my professionalism and dedication to client service, serves well in dealing… Read more »
As a Licensed Funeral Director and Embalmer, my desire to serve others comes from the heart. I understand the need for care, compassion and professional conduct when serving families. In my role as a Certified Executive Advisor, I extend this same care… Read more »
Area serviced: Delta, BC; Langley, BC; Vancouver, BC; Coquitlam, BC
604-341-4109