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I am a Certified Financial Planner and a licensed insurance broker. I've been serving clients' needs since 2017 using innovative financial planning tools.u-ONE Wealth Management lives to its attitude in serving our client's interest first.  The sustainability… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Burnaby, BC; Amherst, NS; Mississauga, ON
2045993524


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 all… 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
Area serviced: Peterborough, ON
705-741-0007
I have over 17 years of experience in the Financial Services Industry.  My career began working with clients of Financial Advisors assisting them with their cash flow and mortgage needs.  My career then expanded into full financial planning.  My experience… Read more »
Area serviced: Waterloo (Region), ON
519-503-2644
I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.
I am expertise on Retirement, Education and Investment planning. 
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Area serviced: Vancouver, BC; Burnaby, BC
6042577818
Area serviced: Flamborough, ON
9052571970
DFSA, CEPA, CEA
As a financial advisor with Edward Jones, we focus on holistic wealth management practices - encompassing wealth strategies and protection, insurance, tax strategies, estate strategies, charitable giving, inter-generational planning… Read more »
Area serviced: Owen Sound, ON; Manitoulin Island, ON; Serving most cities in Ontario, ON; Conception Bay South, NL; Edmonton, AB; Cochrane, AB
5193711956
We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property - empowering them with knowledge and know-how.  We help trustees and attorneys fulfill their responsibilities with tailored, personalized support… Read more »
Area serviced: Halton Hills, ON; Most of Ontario, ON; Burlington, ON; Brampton, ON; Toronto, ON; Mississauga, ON; Guelph, ON
289 259 2760
I am a Certified Executor Advisor recently completing the CICEA curriculum and exam.  After spending 30+ years as a successful National Advertising Executive in the broadcast field of radio, I experienced a personal loss of two close family members… Read more »
Area serviced: Calgary, AB; Red Deer, AB; Edmonton, AB
403 807-8551
As the son of an entrepreneur, I learned early in life the value of helping others. From my first part time job delivering groceries to seniors on my bicycle at 13, to my first full time job helping farmers take care of their families, to spending the… Read more »
Area serviced: Madoc, ON; Belleville, ON; Trenton, ON
613-438-9779