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Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to… Read more »
Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON
519-871-0754
CFP, R.F.P.,CEA
  Certified / Registered Financial Planner

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Area serviced: Sudbury, ON
705-523-2795
I have over 20 years in financial services, including working as a business analyst for a leading Canadian life insurer and dealing with clients directly as an insurance broker. I joined Financial Concierge in 2025 to help others navigate the nuances… Read more »
Area serviced: Ottawa, ON; Orleans, ON; Gloucester, ON; Kemptville, ON; Virtually online, Zoom, ON
6138685883
Nadia is currently a gift officer with The Neighbourhood Group Community Services in Toronto, a social services agency serving people at all stages of their lives from the very young to the very old. With our community, we're building a vibrant, inclusive… Read more »
Area serviced: Toronto, ON
14165260413
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning.  I am a Certified Financial Planner, Chartered Life Underwriter… Read more »
Area serviced: Goderich, ON
5195245591
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 »
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
Chris has been an advisor since 2011.  What Chris enjoys most about being an advisor is being able to help ensure people have things properly structured both now and in the future for their next of  kin.  When he is not working, Prior… Read more »
Area serviced: Innisfil, ON
7058964634
My passion for helping people and desire to make a difference drives me to first understand what is important to my clients. I believe it's important to invest my time into truly knowing what you're working towards when building a relationship. Navigating… Read more »

ABOUT ME ... (OK, Put ME on the SPOT!)
Almost 60 Years on the PLANET!
Over 40 Years in SALES & MARKETING!
Almost 20 Years in REAL ESTATE!
and for almost 5 Years NOW I get the SENIORS DISCOUNT!
I moved to Britsh Columbia in 1993 from Leamington,… Read more »
Area serviced: Langley, BC; Abbotsford, BC; Aldergrove, BC; Surrey, BC; Chilliwack, BC; Mission, BC
604-346-0001
Area serviced: Scarborough, ON; Oakville, ON; Toronto, ON; Aurora, ON; Alliston, ON; Ajax, ON; North York, ON; Most of Ontario, ON; Brampton, ON; Niagara Falls, ON; Milton, ON; Barrie, ON; Mississauga, ON; Pickering, ON; Picton, ON; Oshawa, ON
6477034962
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
905-936-5200
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