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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
Doreen Doré
   CEA, FICB, FMA, CFP (Retired)
- Certified Executor Advisor 
- Certified Financial Planner – Retired
- Fellow of the Institute for Canadian Bankers
- Financial Management Advisor
- Income Tax Specialist –… Read more »
Area serviced: Ottawa, ON
Diana has 25 years experience as an dedicated and thoughtful advisor to her clients with a focus on estate planning and tax efficient strategies. 
Having personally experienced some of life's most challenging situations, she appreciates what is involved… 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
We do money differently.
I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help… Read more »
Area serviced: Midland, ON; Barrie, ON; Orillia, ON
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

I am a seasoned business executive with over 30 years of experience as a founder and COO in the workplace health and safety industry. 
With my entrepreneurial background, I possess some unique insights and first hand experience into the needs and… Read more »
Area serviced: Toronto, ON
With over 35 years of advising clients on financial and estate matters including insurance, investments,  wills and POA support. I  focus on a holistic approach to individual/ family changing needs and solutions at every stage of life. 
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Area serviced: Elora, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Fergus, ON