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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 (personal, corporate, trusts, partnership)… 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
Justin has been with Financial Horizons Group since 2004 where he has held many different positions ranging from building a successful advisor practice, investment administration, and Director of national education.  Most recently Justin held the position… Read more »
Area serviced: Kitchener, ON
5192427284
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
Anne is a financial advisor with RGF Integrated Wealth Management, and has been with the firm since 1997. She specializes in wealth accumulation and retirement planning, with a focus on generating – or preparing to generate – a comfortable level… Read more »
Area serviced: Vancouver, BC
604-732-6551
Tim Hansen, B.Comm., CFP® is a recognized financial educator, author, speaker, a co-creator of the Abundant Retirement Process TM, and a wealth advisor at Sutton Wealth Planning, whom you may have seen in Thrive magazine and at speaking engagements… Read more »
Area serviced: Saskatoon, SK
306-934-5540

Van Hansen is a real estate broker with the full-service boutique brokerage Apex Results Realty Inc. in Burlington, ON, proudly affiliated with the Leading Real Estate Companies of the World™.




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Area serviced: Burlington, ON; Hamilton, ON; Oakville, ON; Milton, ON; Mississauga, ON; Brampton, ON; Toronto, ON
905-339-7111
An accomplished wealth professional with 23 years of experience building long-term relationships and helping individuals, families and business owners engage in purposeful intergenerational wealth planning.

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Area serviced: North York, ON
6479990154
Brian has been in the life insurance and financial services industry for over 50 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial… Read more »
Area serviced: Waterloo, ON; Most of Ontario, ON
519-747-7447 or 1-800-353-8058