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Have a private practice with Sun Life Financial, I have been in business for 37 years all with Sun Life, and have been a member of Advocis for that period of time as well. 
I do personal financial planning with a focus on retirement and estate planning.

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Area serviced: Lethbridge, AB; Calgary, AB; Fernie, BC; Taber, AB; Cranbrook, BC
403 388 4444
Shelley Johnston has worked in the financial planning industry for more than 20 years and is an advocate for pension plan members. She is a Certified Financial Planner, Registered Retirement Consultant, who holds an Elder Planning Counselor designation.… Read more »
Area serviced: Whitby, ON
905-666-5202
This is all on my website...
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Area serviced: Calgary, AB
403-561-0534
I have been working for public CPA firms since 1999.  My work has been primarily in small business and taxation.  As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates.  I have recognized… Read more »
Area serviced: Gibsons, BC; Victoria, BC; Sechelt, BC
604-840-0707
Area serviced: Toronto, ON; Oakville, ON; Ajax, ON
9057662842

365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; West Vancouver, BC; Surrey, BC; North Vancouver, BC; Coquitlam, BC
604 992 6192
I am an advisor with  Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services… Read more »
Area serviced: Regina, SK
3067575038
Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON
705-325-7743
Henry Katz  MBA, P.ADM, CFP, RFP, FCIS, CEA
Henry Katz has over 35 years experience between accounting and the financial services sector.
Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum… Read more »
Area serviced: Toronto, ON
416-733-0499

I joined financial and insurance industry in 2014. I also provide strategic leadership to the advisory team at my business with a focus on best practices for wealth management, insurance protection and estate planning.
I am also actively involved… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Delta, Vancouver, BC; Kamloops, BC; Kelowna, BC; Langley, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Penticton, BC; Port Coquitlam, BC; Port Moody, BC; Richmond, BC; West Kelowna, BC; West Vancouver, BC; Whistler, BC; White Rock, BC; Coquitlam, BC
604-600-2101
Bonita Jane Kee ensures that clients are taken care of in an honest, efficient and prompt manner. I bring a vast amount of knowledge; as prior to being an investment fund advisor and insurance agent my previous experience included being on the management… Read more »
Area serviced: Vancouver, BC; Richmond, BC
6048898741

I believe in a holistic approach to clients’ finances, helping create the right balance. For over 20 years, I’ve enjoyed getting to know my clients and helping them make sense of their goals and objectives. And, as life changes, so does our journey… Read more »
Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON
613-398-1394