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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
P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help… Read more »
Area serviced: Ottawa, ON
613-830-8340

JANET JACKSON BA, CEA, CPCA
Financial ConciergeTM-Daily Money Manager, Power of Attorney, Estate Administrator
As a Financial Concierge, I perform day to day money management services* for those who can’t, don’t or shouldn’t. I assist older… Read more »
Area serviced: Mississauga, ON; Toronto, ON; Oakville, ON; Brampton, ON; Burlington, ON
437-227-6948
Patrizia has been working in the financial industry since 1996.  She earned her Certified Financial Planning Designation in 2006. Patrizia spent  13 years working as a Financial Advisor.  She is currently in Compliance working as a Branch Manager.… Read more »
Area serviced: Markham, ON
905-470-7437
You have dreams and financial goals as individual as you are.
At MBI Financial, we are dedicated to the financial security of our clients to support these goals and have been for over 35 years.
Whether this means retirement or investment planning… Read more »
Area serviced: Ridgetown, ON; Chatham-Kent, ON
519-674-3613
Area serviced: North Vancouver, BC; Vancouver, BC
6049103315
604-678-3096
I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.

Around here, we focus on behaviours and feelings… Read more »
Area serviced: Toronto, ON
4167279159