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Certified Financial Planner helping clients develop their retirement plan.  We focus on tax planning, investment portfolio's, pension transfers from previous employers, cash flow analysis and providing direction to individuals and businesses… Read more »
Area serviced: Beford, NS
We provide holistic wealth management to a select group of high net worth individuals.  Our unique LifeWealth approach guides our clients through all of life's stages.  We have combined experience of over fifty years, this knowledge allows us to guide… Read more »
Area serviced: Mississauga, ON
Hi, thank you for your interest.  I am the owner of Pivotal Aging Innovations Inc and Lifestyle55+Network Inc - providers of the portal.  We develop training programs for many types of service providers servicing older adults… Read more »
Area serviced: Niagara-on-the-Lake, ON; Mississauga, ON
Helping clients navigate issues related to selling an estate property and doing their insurance and estate planning gives me great joy.I have 35 years of real estate, investment,  insurance and estate planning experience. I  have a degree in Urban… Read more »
Area serviced: Richmond Hill, ON; Vaughan, ON; Toronto, ON; Aurora, ON; Markham, ON; Newmarket, ON; Ajax, ON; Oshawa, ON; Etobicoke, ON; Metro Toronto, ON; Mississauga, ON; Stouffville, ON; Pickering, ON; North York, ON; Whitby, ON; Thornhill, ON

Author, Speaker as well as Fellow of CSI, Guy Daigneault has been an entrepreneur for over 25 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager for more than 14 years now. Our team uses a personal approach… Read more »
Area serviced: Montreal, QC
ERAssure® Estate Risk Protection Plan Inc Scot Dalton is a 30 year veteran of the property casualty insurance industry. With senior executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing… Read more »
Area serviced: Kitchener, ON
Area serviced: Niverville, MB
Senior Tax practitioner serving wide section of communities since 1990. Specializing in Individual, Estate and Corporate taxes. Versatile experience in dealing with all issue with CRA Read more »
Area serviced: Mississauga, ON; Toronto, ON
My name is Thomas Deal and I am accounting professional, Quickbooks Pro Advisor and business consultant. I have operated a accounting business for several years with bookkeeping, taxes, business consultant my primary services. I am looking for ways… Read more »
Area serviced: Windsor Jct, NS
As an associate lawyer at Gowling WLG, Alex’s primary focus is on estate planning and administration. Alex assists clients with both corporate and personal succession planning, working to give effect to clients’ wishes while minimizing estate administration… Read more »
Area serviced: Hamilton, ON
Provide estate planning for clients using a 360 degree view in order to take into account all factors.  Provide a full suite of planning services and Wealth Management strategies with the goal of the most after tax outcome.  I personally have my… Read more »
Area serviced: Ajax, ON
Please visit our short video on Youtube by searching Richard Demers - Demers and Associates Privatewealth Management.  We are a total solution practice assisting individuals with substantial resources in financial planning and estate planning. Read more »
Area serviced: Edmonton, AB
780 509-0300