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Are you overwhelmed by the myriad of products, services and processes that need to be taken when it comes to growing and protecting your financial Wealth.  Do you have an Estate Plan in  place or being contemplated? 
As a Chartered Life Underwriter,… Read more »
Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON
613-398-1394
CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future.  I care more about you, than… Read more »
Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON
226-840-3295
I hold a bachelor's degree in Criminology and Sociology from MacEwan University in Alberta. I have a strong background in customer service, problem-solving, and analytics. 
I am responsible for coordinating all of Butler Wills and Estates Consulting… Read more »
Area serviced: St. John's, LB
709-221-5511
Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON
7056467111
I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of… Read more »
Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON
2266002984
Area serviced: Fort St John, BC
250 785 7575
Area serviced: Cambridge, ON
5195722594
www.upfinancial.ca
B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including  business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts,… Read more »
Area serviced: Calgary, AB
5873164070