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We work with Accomplished Entrepenuer's & their families.  Our value proposition is Integrated Wealth Planning.  We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity.   We provide clarity as they understand… Read more »
Area serviced: Mississauga, ON
I am a Self-employed Financial advisor since 1990. Mutual  Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.
I have… Read more »
Area serviced: London, ON; Mildmay, ON; Hanover, ON; Walkerton, ON
Area serviced: Kanata, ON; Gloucester, ON; Ottawa-Carleton, ON; Fredericton, NB; Orleans, ON
Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients.  We also help business owners tailor group insurance or employee benefit programs to their unique needs as… Read more »
Area serviced: London, ON
Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Norwich, ON; Oxford, ON; St. Catharines, ON; St. Thomas, ON; Stratford, ON; Tillsonburg, ON; Strathroy, ON
"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness… Read more »
Area serviced: Langley, BC
Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to… Read more »
Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON
  Certified / Registered Financial Planner

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Area serviced: Sudbury, ON
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning.  I am a Certified Financial Planner, Chartered Life Underwriter… Read more »
Area serviced: Goderich, ON