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Financial Adviser focusing on Estate and retirement Planning.30 years experience in the Financial Services Industry with a CFP and CLUServing a small group of clients in Northern and Southern Ontario> Read more »
Area serviced: Sudbury, ON; Toronto, ON
705-6708881 1822
Being an executor is one of the hardest jobs you will ever have…until now! Introducing Executor Helpers. Whether you are pre-planning or administering an estate, Executor Helpers understands what you need to do and will help you bring the pieces together.… Read more »
Area serviced: St. Albert, AB; Edmonton, AB; Strathcona County, AB; Morinville, AB; Spruce Grove, AB; Sherwood Park, AB
Licensed for life and health since March 1978.member of Advocis till 2005. Read more »
Area serviced: Ottawa, ON
I presently hold the following designations:Certified Financial PlannerChartered Life UnderwriterChartered Financial ConsultantElder Planning Counselor.Certified Executor Advisor.I help clients make smart choices about money. Read more »
Area serviced: Fergus, ON
Allan is a Certified Financial Planner and a member of the Society of Trust and Estate Practitioners. He has been in the industry for over 35 years, the past 25 concentrating in the Corporate Estate Planning area. Allan specializes in corporate reorganizations,… Read more »
Area serviced: Halifax, NS
Diane has been working in the financial planning field for over 25 years. As a CFP she educates her clients in all areas of finance enabling them to make the most informed decisions possible.  Read more »
Area serviced: Peterborough, ON; Cobourg, ON; Port Hope, ON
705 745 4729
We work with serious investors focused on achieving consistently better performance. Each portfolio is custom built to meet their specific needs. Our clients benefit from complete transparency, direct ownership (not units), less risk, lower fees and… Read more »
Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, ON
289- 291-1212
Registered discretionary Portfolio Manager and Corporate Insurance Advisor. I have the- FMA , FCSI , LLQP and CEA designations.I Have been a business owner my whole career in Financial services and was a founding partner of a Portfolio Management firm… Read more »
Area serviced: Nanaimo, BC
Max believes that his friends, clients and customers deserve the very best that life has to offer. He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.… Read more »
Area serviced: Collingwood, ON; Angus, ON; Wasaga Beach, ON; Bracebridge, ON; Muskoka (Region), ON; Orangeville, ON; Orillia, ON; Parry Sound, ON; Blue Mountains, ON; Owen Sound, ON; Meaford, ON; Haliburton, ON
I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs. Read more »
Area serviced: Kitchener, ON