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Jen Denys, is the Aftercare Specialist at Haskett Funeral Homes, a program she helped launch in 2016.  Bringing her expertise as a facilitator and business professional, Jen is a compassionate, supportive and conscientious guide as she assists families… Read more »
Area serviced: Exeter, ON
5192351220
Daniel Dessureault joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is responsible for the provision of value-added services and leading edge insurance solutions to financial advisors working in the business owner, family enterprise… Read more »
Area serviced: Toronto, ON; Burlington, ON; Oakville, ON
437-999-3902
Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada marion.dewey@rbc.com
Estate and Trust Advisor working with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.
Sensitive… Read more »
Area serviced: Halifax, NS; Fredericton, NB; St. John's, LB; Charlottetown, PE
902-580-3229
With about 18 years of experience in the financial industry; I became an advisor in 2011. Prior to my current role, I was an employee of  Sun Life Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care,… Read more »
Area serviced: Boischatel, QC
519-404-1439
Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.
Licensed Investment Fund and Insurance within the Province of Ontario.
Certified Registered Retirement Consultant
Certified Executor… Read more »
Area serviced: Callander, ON
705-493-1083
I enjoy working with my clients to help build and secure their financial futures.  Together we decide what's important and develop strategies to  achieve realistic goals. The world is ever changing and education is what helps… Read more »
Area serviced: Waterloo, ON
519-498-8326
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and  estate planning. 

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Area serviced: Kingston, ON; Brockville, ON
6133847511
Gregory Dobson is a Certified Financial Planner at Retirement Navigator.  Gregory began his career working for Canada Revenue Agency, which has provided him with extensive knowledge of the Income Tax Act. Gregory has been in the financial planning industry… Read more »
Area serviced: Burlington, ON; Etobicoke, ON
9053350045
Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we… Read more »
Area serviced: Burlington, ON; Oakville, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Halton Hills, ON; Metro Toronto, ON; Milton, ON; Mississauga, ON
19056309728
Retirement & Beyond
You are about to retire or have retired, now what? Protecting your estate from unnecessary taxes and fees is what we do. We ensure your Legacy will be what you actually intended without surprises. We put the pieces together in the… Read more »
Area serviced: Sudbury, ON
706-674-4551