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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
9024657005
Brian S. Horton, BBA, CFP, CLU, CSP, CHS, EPC, CEA, CPCA, RWM  
Retirement Income & Estate Planning Specialist    

Brian Horton, a Certified Financial Planner and Principal of Heritage Wealth Services.  He has had… Read more »
Area serviced: Peterborough, ON
7057616645
I am a freelance Paralegal with over 26 years experience.  I have a passion for guiding families and friends when a loved one has passed.   My goal is to ease the burden and help executors navigate their way through the administration… Read more »
Area serviced: Ardrossan, AB
7809206962

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
416-825-4839
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
6135471554
Area serviced: Paradise, NL
709-757-4223
Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to… Read more »
Area serviced: Barrie, ON; Alliston, ON; Orillia, ON; Wasaga Beach, ON; Collingwood, ON; Angus, ON; Innisfil, ON; East Gwillimbury, ON
(705)790-8123
I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner).  I provide advice for a fee.  In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and… Read more »
Area serviced: Vancouver, BC
6046783096
Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a… Read more »
Area serviced: London, ON
519-679-2970x226