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Green and Company’s Professional Accountants offer a comprehensive range of services to help you manage your finances with ease. In addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning.… Read more »
Area serviced: Cambridge, ON
With a distinguished background in the Canadian Armed Forces Reserves since 2000, including deployment to Afghanistan in 2005, I transitioned to the real estate industry in 2008, dedicating myself as a full-time realtor. Over the years, my focus has… Read more »
Area serviced: Toronto, ON; Pickering, ON; Ajax, ON; Whitby, ON; Oshawa, ON; Scarborough, ON
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
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 proper… Read more »
Area serviced: Thornhill, ON
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
Born and raised on the West Coast, I have been a Realtor in the Greater Vancouver and Fraser Valley area since 2008.  My business specializes in Estate Sales, sensitive family situations (divorce, financial challenges) and difficult transitions.… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Delta, BC; Maple Ridge, BC; Langley, BC; White Rock, BC; Mission, BC; Vancouver, BC
A Human Based Business based on The 4 Way Test. We never forget that our clients are real people and together we arrive at very personal solutions and goals.
Our value proposition is based on a foundation of professional comprehensive service, objectivity,… Read more »
Area serviced: Welland, ON
As Sagium's Director of Operations, and Compliance Officer, as well as Wealth Strategist, 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… Read more »
Area serviced: Calgary, AB
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
Area serviced: Brampton, ON
Working with The Jim Pattison Group as a Tax Specialist with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice (KPMG) where I performed finalization of accounts, research, tax return preparation… Read more »
Area serviced: Vancouver, BC; Langley, BC; Burnaby, BC

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