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I have been a Financial Advisor since 2003.  I graduated from the University of Windsor where I majored in Finance and Accounting.  I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments on… Read more »
Area serviced: Windsor, ON

Being an executor is one of the hardest jobs you will ever have…until now! Introducing Executor Helpers. Whether you are pre-planning or administering an estate, Executor Helpers understands what you need to do and will help you bring the pieces… Read more »
Area serviced: St. Albert, AB; Edmonton, AB; Strathcona County, AB; Morinville, AB; Spruce Grove, AB; Sherwood Park, AB
I am currently employed at Noventis Credit Union. I have been with the Credit Union for eight years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position.… Read more »
Area serviced: Arborg, MB
Chris Gorman is a Financial Advisor, father, and community leader.  His career has spanned commercial insurance, post-secondary education leadership, non-profit financial management, political management, and financial advising.  He is also… Read more »
Area serviced: Kelowna, BC; Vernon, BC; Lake Country, BC; Vancouver, BC; Abbotsford, BC; Langley, BC; Burnaby, BC; Surrey, BC; West Kelowna, BC; West Vancouver, BC; North Vancouver, BC; Penticton, BC
Area serviced: Ottawa, ON
As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley.  I bring over 14 years experience in Financial Services to my… Read more »
Area serviced: Mission, BC
I presently hold the following designations
Chartered Life Underwriter
Chartered Financial Consultant
Elder Planning Counselor.
Certified Executor Advisor.
I help clients make smart choices about money.

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Area serviced: Fergus, ON

 I am honoured to introduce to you another way I can serve your family.  
I have recently completed the course offered by the Canadian Institute of Certified Estate Advisors and successfully completed the Certified Executor Advisor Examination.
As… Read more »
Area serviced: Markham, ON; Ajax, ON; East Gwillimbury, ON; Newmarket, ON; Uxbridge, ON; Stouffville, ON; Kawartha Lakes (Region), ON
Brenda has worked in the financial industry for almost 34 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients… Read more »
Area serviced: Bedford, NS
Getting to know my clients and improving their financial, physical, mental well-being is one of my highest priorities. As a knowledgeable advisor, I work with my clients to create a personalized long term retirement and estate strategy. After implementation,… Read more »
Area serviced: Peterborough, ON
705 745 1324x4527
Hello, I am Real Estate Agent in the Fraser Valley & Lower Mainland and have lived here for the past 20+ years.  My career covers sales & marketing with a passion for excellent customer service.  Let my experience assist you in preparing… Read more »
Area serviced: Langley, BC; Surrey, BC; Vancouver, BC; Abbotsford, BC; White Rock, BC; Maple Ridge, BC; New Westminster, BC