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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… Read more »
Area serviced: Mississauga, ON
Hi, thank you for your interest.  I am the owner of  Lifestyle55+Network Inc - providers of the portal.  We develop training programs for many types of service providers servicing older adults (seniors) in transition.  Former… 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: Lindsay, 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

Author, Speaker as well as Fellow of the Canadian Securities Institute (FCSI), Guy Daigneault has been an entrepreneur for over 30 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager (CIM) for more than 20 years… Read more »
Area serviced: Montreal, QC; Toronto, ON
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
Area serviced: Waterloo, ON; Kitchener, 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
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… Read more »
Area serviced: Ajax, ON
Richard Desjardine has been involved in the financial services industry since 2005 and has held the position of Vice President of Development for the Canadian Institute of Certified Executor Advisors since 2011. He has been actively involved in orchestrating… Read more »
Area serviced: Peterborough, ON

Life insurance
Disability Insurance
Critical Illness Insurance
Group Insurance
Health Insurance
Estate Planning
Succession Planning

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Area serviced: Owen Sound, ON
Personal financial planner c/w investments, estate planner, personal tax prep
Chartered Financial Planner, Elder Planning Counselor (EPC)  Certified Executor Advisor (CEA)

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Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON
519 623 6792
Work with clients to identify goals which will then provide the outline for the implementation of the financial plan. Provide investment and insurance solutions. Offer clients a comprehensive, fully diversified portfolio encompassing mutual funds, exchange… Read more »
Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON
Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing her university… Read more »
Area serviced: Prince Albert, SK; Saskatoon, SK
Area serviced: Waterloo, ON; Kitchener, ON