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Sherwood Park, AB

One of the most important things between a financial advisor and client is the relationship. What I do is help professionals and their families better position themselves for financial success. We'll incorporate the things that, combined, help you to… Read more »

Area serviced: Sherwood Park, AB

8252184705

https://www.raymondjames.ca/shawngardner

Matthew Garland, CEA
Business Development Director

Halifax, NS

Area serviced: Halifax, NS

9024410299

Alan Garner, CEA
CPA, CEA

Ottawa, ON

Area serviced: Ottawa, ON

613 709 1477

Mauro Garofalo, CEA
Senior Financial Planner

Vaughan, ON

Area serviced: Vaughan, ON

905-893-8545

Kim Garrett-Sousa, Candidate
NA

Glenburnie, ON

# Read more »

Area serviced: Glenburnie, ON

6135618869

Nasreen Garsi, CEA
Senior Estate Planning Advisor

Waterloo, ON

Area serviced: Waterloo, ON

519-722-3790

Martha Gartner, CFP, CEA
Associate Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

416-704-6774

Michael Gaudry, CEA
Retired

St. Albert, AB

Area serviced: St. Albert, AB

780-237-1292

Alexander Gavin, CEA
Financial Planner

Edmonton, AB

I love financial planning, and believe everyone should do it. The best thing you can do for those you leave behind is to plan ahead and stay organized.
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Area serviced: Edmonton, AB; Sherwood Park, AB; Leduc, AB

780 982 9409

MICHELLE GAVIN,CFP®, CEA
Associate Investment Advisor

Strathroy, ON

Investment licensed since 2004CERTIFIED FINANCIAL PLANNER®
20 year career at one of Canada's largest banks, as a Financial Advisor and Financial Planner.We offer a range of services to our clients including:Investment and cash flow planningCustomized… Read more »

Area serviced: Strathroy, ON; London, ON; Norwich, ON; Woodstock, ON; East Zorra-Tavistock, ON; Exeter, ON; Grand Bend, ON; Ingersoll, ON; Komoka, ON; Mount Brydges, ON; St. Marys, ON; THORNDALE, ON; Dorchester, ON

5192457778

www.flagstonefinancialgroup.com

Rob Gawthrop, CEA
Owner

Surrey, BC

Rob Gawthrop - President, CFP, CLU, CEA Rob is a certified financial planner, CEAN.ca chapter member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Tune Financial and with over 35… Read more »

Area serviced: Surrey, BC; Vancouver, BC; Burnaby, BC; Delta, BC; Calgary, AB; Langley, BC; Abbotsford, BC; Victoria, BC; North Vancouver, BC; White Rock, BC

6042406157

tunefinancial.com

Rylan Gebhart, CEA
Financial Security Advisor

Regina, SK

Area serviced: Regina, SK

3065277491

Robert Geisthardt, Candidate
President

Kelowna, BC

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Area serviced: Kelowna, BC

6043175823

N/A

Chris Geldert, CEA
Advanced Insurance Specialist

Calgary, AB

Area serviced: Calgary, AB

4036208534

www.chrisgeldert.ca

Harold Geller, CEA
BA, LLB, CEA

Ottawa, ON

A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.
Harold has a unique perspective, in that… Read more »

Area serviced: Ottawa, ON

6132334474

mbclaw.ca

Area serviced: Halifax, NS

As a financial security advisor, I aim to
develop deep and long-lasting relationships with all clients. No matter how big
or small your question/concern may be, you can rely on me at any time. Whether
it is getting into your new home, planning for retirement, or helping get your
child on the right financial path, I can help. Areas of focus include: Insurance planning (including life, disability and
critical illness insurance), Retirement planning, Investment planning
(including segregated, funds policies), Education savings planning, Group
benefits planning, Mortgages (by referring you to a Canada Life mortgage
planning specialist). Please
contact me any time to discuss how I can help you ensure you are on the right
track to achieving all your goals and dreams.

Area serviced: Ottawa, ON

Area serviced: Vaughan, ON

Area serviced: Glenburnie, ON

Prefer not to complete at this time.

Area serviced: Waterloo, ON

Area serviced: Toronto, ON

Area serviced: St. Albert, AB

Area serviced: Edmonton, AB; Sherwood Park, AB; Leduc, AB

I love financial planning, and believe everyone should do it. The best thing you can do for those you leave behind is to plan ahead and stay organized.

Investment licensed since 2004
CERTIFIED FINANCIAL PLANNER®
20 year career at one of Canada's largest banks, as a Financial Advisor and Financial Planner.

We offer a range of services to our clients including:

Investment and cash flow planning
Customized portfolios
Tax minimization strategies
Estate planning
Business succession planning
Risk management strategies
Business planning
TSFAs, RRSPs, RRIFs, RESPs, LRIFs, LIFs, non-registered accounts
Stocks, mutual funds, bonds, GICs (segregated funds)
*Insurance: life, critical illness, disability

Area serviced: Surrey, BC; Vancouver, BC; Burnaby, BC; Delta, BC; Calgary, AB; Langley, BC; Abbotsford, BC; Victoria, BC; North Vancouver, BC; White Rock, BC

Rob Gawthrop - President, CFP, CLU, CEA

Rob is a certified financial planner, CEAN.ca chapter member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Tune Financial and with over 35 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band) a husband of 39 years and the father of four grown daughters.

Area serviced: Regina, SK

Area serviced: Kelowna, BC

CPA Firm with focus on Canadian Taxation Compliance.

Area serviced: Calgary, AB

Area serviced: Ottawa, ON

Harold has a unique perspective, in that he represents both advisors and their clients. On the one hand, he advises stockbrokers, mutual fund representatives, insurance agents and financial planners (and their respective corporate entities) on liability, compliance, regulatory, errors and omissions insurance and commercial issues. On the other hand, he sues stockbrokers, mutual fund representatives, insurance agents and financial planners to recoup client losses arising from advisor negligence or to recover life insurance, annuities and disability benefits when insurers fail to pay claims.

Harold is a well-known financial industry commentator, a continuing education provider for various insurers, investment and mutual fund dealers, and financial industry licensing organizations. He is a co-administrator of www.foradivsorsonly.com. He is a member of the Financial Planners Standards Council's committee reviewing FPSC's Standards and Ethics. He has been a consultant to the Advocis Best Practices Committee, is a member of the Best Practices Committee for Advocis's Ottawa Chapter and sits on the OSC Investor Advisory Panel.

Harold is also a member of Conference of Advanced Life Underwriting Associate Member and a member of the Financial Planning Standards Council. He is an elected council member of the Canadian Bar Association Ontario and the Regional Representative on the Ontario Bar Association's Class Action Section Executive Committee. He is a member numerous legal associations, including the County of Carleton Law Association.

Harold obtained his Bachelor of Arts from Queen's University, and his law degree from Dalhousie Law School. He was called to the Ontario Bar in 1993.