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Everyone has a dream for the future. Realizing your dream is not a matter of luck – it takes long-term planning. Anne’s greatest joy is helping people get to where they want to be by turning plans into peace of mind. She will help you and be with… Read more »
Area serviced: London, ON
519-914-5778
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is… Read more »
Area serviced: Waterloo, ON
519-886-4445 x 224
David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities… Read more »
Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC
250-618-0386
Area serviced: Flamborough, ON; London, ON
(519) 474-1783
Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals… Read more »
Area serviced: Edmonton, AB
780-4681667
Area serviced: North York, ON; Toronto, ON; Markham, ON; Richmond Hill, ON
(416) 491-7400 ext. 6263
Holly practices estate litigation and civil litigation. Holly’s cases include will challenges, powers of attorney disputes, guardianship applications and dependant support claims. Holly is an expert contributor to content in LexisNexis Canada products… Read more »
Area serviced: Toronto, ON
6472812207
As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple:… Read more »
Area serviced: Kelowna, BC
250-575-7350
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement… Read more »
Area serviced: Richmond, BC
7789996868
Adriann received a diploma in Hotel & Restaurant Administration in 1998 and spent the next ten years working in the hospitality industry throughout Alberta and Saskatchewan. In 2009, she became a certified bookkeeper and has many business clients… Read more »
Area serviced: Prince Albert, SK
(306)922-2577