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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
250-863-2952
Area serviced: Ottawa, ON
613-858-2328
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
604-679-0718
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
5197663971

 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
905-305-8508
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
902-497-9622
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
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
2502639809
I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of… Read more »
Area serviced: Richmond Hill, ON
905-881-9060
Kam Grewal practices in the area of wills and trusts, estate planning and administration, corporate/commercial law and real estate transactions.  He obtained his law degree from the University of Alberta followed by this TEP designation, as a registered… Read more »
Area serviced: Abbotsford, BC; Surrey, BC; Chilliwack, BC; Langley, BC; Mission, BC; Delta, BC; White Rock, BC; Coquitlam, BC; Vancouver, BC; Richmond, BC; Burnaby, BC
604.853.0774
I work for Noventis Credit Union, with our Centralized Administration department.  I have been employed here for 17 years, the last five being in the Centralized Admin department.  We work with all registered products, and handle… Read more »
Area serviced: Riverton, MB
2046426470
As Sagium's Chief Operating Officer, Chief People Officer, and Compliance Officer my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper planning.… Read more »
Area serviced: Calgary, AB
4032324596