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Lori Esteireiro, CEA
Licensed Assistant

Cambridge, ON Contact

Area serviced: Cambridge, ON

5192406626

Jonathan Evans, CEA
Wealth Management Strategist

Abbotsford, BC Contact

Area serviced: Abbotsford, BC; Chilliwack, BC; Mission, BC; Surrey, BC; Vancouver, BC; Langley, BC

888-688-9992

Joanna Faiella, BA, CEA
Funeral and Cemetery Pre-Planner, Memory Gardens

Kitchener, ON Contact

I offer education and practical advice for the pensive. I draw contracts and finalize details for the planners. Consultations are informative and free of charge.

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Area serviced: Kitchener, ON; Waterloo, ON; Guelph, ON; Cambridge, ON

519-648-4065

Mauro Falcone, CEA
Wealth Advisor

Vaughan, ON Contact

Area serviced: Vaughan, ON

905 6601634

Colleen Falkenberg, CEA
Investment Advisor

Calgary, AB Contact

Area serviced: Calgary, AB

4038606947

Marie Fazio, CEA
Certified Financial Planner

Milton, ON Contact

I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:

Financial Planning, Wealth Management, Retirement Planning, Risk Management, Tax Planning, Estate Planning,
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Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Oakville, ON; Brampton, ON

905-693-8587

Robert Fazylau, CEA
Senior Financial Planner

Scarborough, ON Contact

Area serviced: Scarborough, ON

4167512364

Mark Feeney, CEA
VP Central Ontario Region

Cambridge, ON Contact

Area serviced: Cambridge, ON

519-618-1216

Emanuele Fenili, CFA, FRM, EPC, CEA
Partner

Toronto, ON Toronto, ON Contact

Area serviced: Toronto, ON; Etobicoke, ON; Mississauga, ON; Oakville, ON; Richmond Hill, ON; Markham, ON; North York, ON

4165649745
416-564-9745

Donna Fergusson, CEA
Regional Director, Western Canada

Surrey, BC Contact

Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.
Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is… Read more »

Area serviced: Surrey, BC

604-679-9991

Dan Fernandez, CEA
Professional Wealth Advisor

Mississauga, ON Contact

Area serviced: Mississauga, ON

9055125629

John Ferris, CEA
Lawyer & Mediator

Creemore, ON Dundalk, ON Flesherton, ON Contact

Graduate of University of Windsor School of Law
* Member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law School
*LL.M (ADR) Osgoode Law School
* Chartered Mediator by ADR Institute of Canada. Mediation of… Read more »

Area serviced: Creemore, ON; Collingwood, ON; Wasaga Beach, ON; Dundalk, ON; Markdale, ON; Innisfil, ON; Flesherton, ON

705-466-3888
519-923-2031
519-924-2031

Davin Fidler, CEA
Mr

Peterborough, ON Contact

Area serviced: Peterborough, ON

705-741-0007

Janine Finch, CEA
CEA

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

(204) 944-3529

Robert Fleischacker, CEA
Senior Advisor

Markham, ON Contact

Area serviced: Markham, ON

905 470 9940

Area serviced: Abbotsford, BC; Chilliwack, BC; Mission, BC; Surrey, BC; Vancouver, BC; Langley, BC

As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern the best options available for each unique client situation by applying my 10+ years of experience in estate design, risk management, tax efficiency, and government benefits.

Area serviced: Kitchener, ON; Waterloo, ON; Guelph, ON; Cambridge, ON

I offer education and practical advice for the pensive. I draw contracts and finalize details for the planners. Consultations are informative and free of charge.

Area serviced: Vaughan, ON

Area serviced: Calgary, AB

Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Oakville, ON; Brampton, ON

I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:

Financial Planning,
Wealth Management,
Retirement Planning,
Risk Management,
Tax Planning,
Estate Planning,

Area serviced: Scarborough, ON

Area serviced: Cambridge, ON

Area serviced: Toronto, ON; Etobicoke, ON; Mississauga, ON; Oakville, ON; Richmond Hill, ON; Markham, ON; North York, ON

I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.

After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.

Area serviced: Surrey, BC

Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.

Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.

I am a Certified Senior Advisor and LLQP licensed.