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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
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
We work with serious investors focused on achieving consistently better performance. Each portfolio is custom built to meet their specific needs. Our clients benefit from complete transparency, direct ownership (not units), less risk, lower fees and… Read more »
Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Toronto, ON; Hamilton, ON
289- 291-1212
Working with KPMG LLP as an Accountant with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice where I performed bookkeeping, research, tax return preparation and also worked in audit engagements… Read more »
Area serviced: Kelowna, BC; Penticton, BC; West Kelowna, BC
(250)-979-7174

Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate & personal investment & insurance solutions. Terry works extensively with his business clients and their accounting firms to help them achieve their… Read more »
Area serviced: Nanaimo, BC
2502021127

Max believes that his friends, clients and customers deserve the very best that life has to offer.
He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.
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Area serviced: Collingwood, ON; Angus, ON; Wasaga Beach, ON; Bracebridge, ON; Muskoka (Region), ON; Orangeville, ON; Orillia, ON; Parry Sound, ON; Blue Mountains, ON; Owen Sound, ON; Meaford, ON; Haliburton, ON
705-441-5800
As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning
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Area serviced: Winnipeg, MB
2042939085
Area serviced: Kitchener, ON
5194048247

I am a strategic Estate and Financial Planner with over 25 years experience. I work primarily with high net worth individuals, private business owners and incorporated professionals. 
I specialize in the areas of corporate benefits, pensions,… Read more »
Area serviced: Fergus, ON
519-580-7368
Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with… Read more »
Area serviced: Woodstock, ON
5194211197
Area serviced: Milton, ON; Brampton, ON; Kincardine, ON; Mississauga, ON; Orangeville, ON; Oakville, ON
905-878-2700