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Dana is a Certified Financial Planner® with 26 years of financial industry experience.  She partners with her clients in all aspects of Wealth Management.  
The CEA designation allows Dana to provide clients advice based on her broad practical knowledge… Read more »
Area serviced: Delhi, ON
We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers;… Read more »
Area serviced: Calgary, AB
(403) 252-5148

I am a Wealth Advisor with over 35 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
Area serviced: Kitchener, ON
Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm.  Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments… Read more »
Area serviced: Tottenham, ON; Serving most cities in Ontario, ON
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
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
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

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
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
Area serviced: Paradise, NL