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I am a Wealth Advisor with over 30 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
Wealth Advisor - TD Private Wealth Management

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Area serviced: Winnipeg, MB; Brandon, MB; Steinbach, MB; Portage la Prairie, MB
Area serviced: Kitchener, ON
Shannon Hood, CFP®, CLU®, CHS™, B.Sc.*When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. I share your concern because… Read more »
Area serviced: Golden, BC
Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm.  Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments… Read more »
Area serviced: Tottenham, ON; Serving most cities in Ontario, ON
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked… Read more »
Area serviced: Dartmouth, NS
Brian S. Horton, BBA, CFP, CSP, CHS, EPC, CEA  
Income & Estate Planning Specialist    

Brian Horton, a financial security advisor and investment representative with Freedom 55 Financial, has had the satisfaction of meeting retirement and estate… Read more »
Area serviced: Peterborough, ON

Lisa A. Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial planner in 2020.Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor),… Read more »
Area serviced: Toronto, ON
I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning… Read more »
Area serviced: Kingston, ON; Ottawa, ON
I am a Partner/Owner of Exit Savvy.  We simplify estate management by  providing  practical products  and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney.
Our workbooks include:  Personal Estate… Read more »
Area serviced: Calgary, AB
Area serviced: Paradise, LB
As a Trust Officer for RBC Royal Trust, I work with individuals, families and businesses to provide customized estate, trust and incapacity solutions.  Whether it is helping someone to settle and estate, establishing a trust to ensure the successful… Read more »
Area serviced: Vancouver, BC