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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
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 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 »
Area serviced: Vancouver, BC
6043544368
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

Having recently retired after 30 years of practice as a Professional Financial Advisor , I take great pride in having been able to help many clients achieve a scure financial future. Each of us has a good story to tell and some of them may touch on… Read more »
Area serviced: Red Deer, AB
403 5982228
Have the IFIC license 1987
Financial planner since 1989
Have insurance license since 1991
Self employed since 1987, have over 400 active clients and manage over $50 million of assets in mutual funds.
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Area serviced: Montreal, QC
514-602-3699
As and advancement officer for the Vancouver Island University Foundation, my role is to work with annual, endowment, trust and planned giving donors. Previous to this role, I was a financial planner with a keen interest in estate planning, charitable… Read more »
Area serviced: Nanaimo, BC
2503272492
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Fergus, ON; Collingwood, ON; Grimsby, ON; Listowel, ON; Sudbury, ON; Waterloo (Region), ON; Waterloo, ON
519-569-8800
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
613-240-2578
The topics covered over the first 2 years of our relationship include:Identify & Quantify Financial GoalAscertain Current Financial SituationReview Risk Tolerance & Time HorizonsDiscuss Balance & DiversificationCreate a Comprehensive Financial BlueprintBuild… Read more »
Area serviced: Dryden, ON
8072232600
I am Christine Connolly, Financial Advisor in Ontario.

What I do is free you of your deepest financial fears and help you find peace of mind by building a secure wall around you and your money.

I get you on track and keep you track, with your… Read more »
Area serviced: Kingston, ON; Ottawa, ON; Brockville, ON; Belleville, ON
613-484-7910