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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
613-484-7910
I am  the Market Manager for TD Private Wealth Management in Greater Ontario Region.  I lead a team of Trust professionals, Private Bankers, Wealth Advisors, HNW Planners and Succession Advisors and Insurance specialists.


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Area serviced: Ottawa, ON
613-782-1268
As a Certified Executor Advisor, I work with a team of specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth and financial planning.
I have worked extensively in the areas of business… Read more »
Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB
403 510-6733

Jeremy is a financial advisor with responsibility for client planning, which covers the full range of investment, tax, & insurance solutions. He has a special affinity for seeing Canadian families and their businesses prosper for more than one… Read more »
Area serviced: Medicine Hat, AB
403-977-1772
Sheri Copplestone, CFP, CFDS, & President of 
Confident Careplanners Inc. -  
Are you a primary Caregiver, key Decision Maker, Power of Attorney, or Executor for a loved one?  
(Or a professional providing quality services… Read more »
Area serviced: Guelph, ON; Simcoe (Region), ON; Waterloo (Region), ON; Kawartha Lakes (Region), ON; Milton, ON; Wellington (Region), ON; Burlington, ON; Muskoka (Region), ON; Oakville, ON; Fergus, ON
226-979-3162
Over the last 7 years I've had the privilege of being able to pursue my passion, which is helping people with their financial needs. I take great delight in building lasting relationships with clients; supporting them with their financial needs by providing… Read more »
Area serviced: Cold Lake, AB
5872012243
I began my career in banking and accounting, and established several companies: insurance brokerages, pension and employee benefit consulting firms, as well as estate planning consulting companies.  My career has taken me to the boardroom and kitchen… Read more »
Area serviced: Halifax, NS
902- 456-9540
Area serviced: Brampton, ON; Mississauga, ON; Toronto, ON; Ajax, ON; Brantford, ON; Caledon, ON; Burlington, ON; Halton, ON; Metro Toronto, ON; Milton, ON; Newmarket, ON; Oakville, ON; Orangeville, ON; Richmond Hill, ON; Scarborough, ON; York, ON
416-508-6468
I'm a partner with the firm Lifelong Financial Solutions. We offer full financial planning services specializing in insurance planning, retirement planning, and estate planning. Our goal is to help clients develop sound financial plans that enable them… Read more »
Area serviced: Manotick, ON; Ottawa-Carleton, ON; Nepean, ON; Kanata, ON; Ottawa, ON
613-692-0804 ext. 206