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Area serviced: Oakville, ON; Toronto, ON; Burlington, ON; Mississauga, ON
905-467-8580
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 finalization of accounts, research, tax return preparation (personal, corporate,… 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
I am a mediator and lawyer, with 23 years of litigation experience. In addition to practising estate administration and estate litigation, I have a experience in several other areas of law, including Occupiers Liability, Employment Law and Real Estate… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; Surrey, BC; Squamish, BC; Delta, BC
604-231-5105

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