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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

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
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
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
Area serviced: North Vancouver, BC; Vancouver, BC
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
Area serviced: Guelph, ON
Have a private practice with Sun Life Financial, I have been in business for 37 years all with Sun Life, and have been a member of Advocis for that period of time as well. 
I do personal financial planning with a focus on retirement and estate planning.

Read more »
Area serviced: Lethbridge, AB; Calgary, AB; Fernie, BC; Taber, AB; Cranbrook, BC
403 388 4444
Shelley Johnston has worked in the financial planning industry for more than 20 years and is an advocate for pension plan members. She is a Certified Financial Planner, Registered Retirement Consultant, who holds an Elder Planning Counselor designation.… Read more »
Area serviced: Whitby, ON