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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
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
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
I have over 30 years experience in Accounting and Financial Analyst.  For the past few years I have been working with small business owners setting up their companies, doing both personal and corporate taxes and being a resource for them as they run… Read more »
Area serviced: Calgary, AB
We are the preeminent Financial Planning Firm in Canada.
Life is rich.
Your financial plan should be, too.
We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.

Kevin Andrew Dopko… Read more »
Area serviced: Wilmot, ON
Diana is a dedicated and thoughtful leader of her wealth management practice. A a Senior Vice President and Investment Advisor, Diana focuses on the needs of her clients and her clients count on her for sound investment, financial and estate planning… Read more »
Area serviced: Toronto, ON
Pat is a wealth advisor helping to create and sustain strategies for financial freedom.

Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions… Read more »
Area serviced: Ottawa, ON
Are you wondering what it is you can do to organize your Estate ahead of time?
Well you are not alone. 
I have assisted thousands of people with organizing their important papers ahead of time.  I can help you calm the chaos, identify… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Milton, ON
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 
We have a team of Certified Executor Advisors available to support you through the complex administrative… Read more »
Area serviced: Saskatoon, SK
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me… Read more »
Area serviced: Sudbury, ON; Espanola, ON; Manitoulin Island, ON