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Area serviced: London, ON
866.607.1502 Ex 204
Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.
Knowing clients have unique needs at this… Read more »
Area serviced: Brantford, ON
I am an advisor serving primarily Nova Scotia.  I live the Halifax area and  am married with  a 16 year old son.  Since starting in the business in 1996, I've acheived the CFP, CLU, and Ch.F.C. designations.  I serve the business market, retirement… Read more »
Area serviced: Halifax, NS
As a Wealth Advisor, I help affluent clients discover and achieve what truly matters to them.  My approach is very personal, backed by experience, education and breadth in my 26 years at TD. My brand is to execute all high net worth and ultra high net… Read more »
Area serviced: Vancouver, BC
Gus began his career with Freedom 55 in 2003.  Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations.  He is a member of Advocis and the Million Dollar… Read more »
Area serviced: Kanata, ON; Ottawa, ON; Manotick, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON
Area serviced: Edmonton, AB

As an Elder Planning Counselor and Certified Financial Planner, Léony’s approach is to educate and assist retirees and seniors to simplify their season of life, by providing clients with the information, choices and tools needed to make wise… Read more »
Area serviced: Burlington, ON; Waterdown, ON
For the past 15 years, I have been a full time Real Estate Broker.  My business has focused on Estate Sales.  I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home)… Read more »
Area serviced: Toronto, ON; Scarborough, ON; North York, ON; Vaughan, ON; Richmond Hill, ON; Mississauga, ON; Aurora, ON; Etobicoke, ON; Newmarket, ON; Markham, ON; Oakville, ON; King City, ON
We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance and related financial matters.

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Area serviced: Toronto, ON