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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
I am currently employed at Access Credit Union. I have been with the Credit Union for ten 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
My name is Anthony Gordon, I hold a Law degree, a Master of Taxation Law, and I practiced Corporate and Commercial law for several years before becoming a Financial Advisor. As a financial advisor, I have offered hundreds of families  financial strategies… Read more »
Area serviced: Concord, ON
With a strong academic background and extensive professional experience, Craig Gorham brings a unique blend of expertise to the SUMMIT LEGAL GROUP's Estate team.
Craig's academic journey commenced at the Haskayne School of Business at the University… Read more »
Area serviced: Calgary, AB; Okotoks, AB; Airdrie, AB; High River, AB; Nanton, AB
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
Area serviced: Beaverton, 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