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Craig became a valuable member of the JFG team in 2023, bringing with him a rich background in wealth management gained during his tenure with two prominent Canadian asset management firms.
Graduating from Wilfrid Laurier University in June 2016 with… Read more »
Area serviced: Aurora, ON
226-792-0429
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
905-666-5202
This is all on my website...
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Area serviced: Calgary, AB
403-561-0534
I have been working for public CPA firms since 1999.  My work has been primarily in small business and taxation.  As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates. … Read more »
Area serviced: Gibsons, BC; Victoria, BC; Sechelt, BC
604-840-0707
Area serviced: Toronto, ON; Oakville, ON; Ajax, ON
4165708108

365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; West Vancouver, BC; Surrey, BC; North Vancouver, BC; Coquitlam, BC
604 992 6192
I am an advisor with  Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I… Read more »
Area serviced: Regina, SK
3067575038
Area serviced: Orillia, ON; Barrie, ON; Collingwood, ON; Elliot Lake, ON; Bracebridge, ON
705-325-7743
Henry Katz  MBA, P.ADM, CFP, RFP, FCIS, CEA
Henry Katz has over 35 years experience between accounting and the financial services sector.
Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum… Read more »
Area serviced: Toronto, ON
416-733-0499
I love people. In fact, my greatest motivation as a financial advisor is using my knowledge to help others succeed.

Getting to know the people I work with and staying connected to them is not only a great joy for me but also a benefit for my clients… Read more »
Area serviced: Port Elgin, ON
2264532263

I joined financial and insurance industry in 2014. I also provide strategic leadership to the advisory team at my business with a focus on best practices for wealth management, insurance protection and estate planning.
I am also actively involved… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Delta, Vancouver, BC; Kamloops, BC; Kelowna, BC; Langley, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Penticton, BC; Port Coquitlam, BC; Port Moody, BC; Richmond, BC; West Kelowna, BC; West Vancouver, BC; Whistler, BC; White Rock, BC; Coquitlam, BC
604-600-2101
Bonita Jane Kee ensures that clients are taken care of in an honest, efficient and prompt manner. I bring a vast amount of knowledge; as prior to being an investment fund advisor and insurance agent my previous experience included being on the management… Read more »
Area serviced: Vancouver, BC; Richmond, BC
6048898741