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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
I have been a financial advisor with Edward Jones for the last 7 years , prior to that independent . I love my work and helping others reach their financial goals. I have a holistic approach to my business , and I am grateful to receive referrals as… Read more »
Area serviced: Kelowna, BC
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
Tanya DiNicolantonio, Realtor - Remax Escarpment
The job of an executor is a heavy one. This is especially true when you're handling the affairs for your own parents and dealing with all the emotions that come with the process.
Having worked with executors… Read more »
Area serviced: Hamilton, ON; Ancaster, ON; Dundas, ON; Burlington, ON; Grimsby, ON; Niagara, ON
BA, Mutual Funds Representative, Senior Advisor 
It is my passion to help my members achieve their future aspirations with a plan tailored to their specific needs for each step of life's journey. 
SASCU is a community based financial institution… Read more »
Area serviced: Sicamous, BC; Salmon Arm, BC
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
I am a licensed financial advisor who owns a boutique firm with my business partner.  We are an all female office who help our clients reach their financial goals.
We do full financial planning as well, we are mutual fund and life licensed advisors.
We… Read more »
Area serviced: Prince Albert, SK
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

Financial BistroThe Financial Bistro is a combination of two passions. Helping people with their financial affairs in easy-to-understand terms in an environment that is very much warm and inviting.Whether it is a breakfast meeting, lunch appointment… Read more »
Area serviced: Sudbury, ON
705-673 -1777
Based in Leamington, Lisa’s experience at TD Canada Trust and as a retail store owner for much of her professional life before joining MBI Financial in 2012 adds a valuable asset to her client perspective. Herself an avid investor of mutual funds for… Read more »
Area serviced: Leamington, ON