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1534 Results Found

Halifax, NS

I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.
I Have a BSc, M.A., and CPC ( certified preplanning consultant)
I support local community… Read more »

Area serviced: Halifax, NS

9022370149

William Kerr, CEA
Investment Advisor, Office Manager

Bracebridge, ON

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

7056467111

JIM KIBBLE, CEA
Financial Planning Manager

Kitchener, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

2266002984

Wai-Ke Kim, CEA
VP, Practice Management

Burnaby, BC

Area serviced: Burnaby, BC

4167276538

Hwan Young Kim, CEA
Financial Advisor

Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.
CIM®, CEPA®, CEA®, DFSA®, FCSI®
Read more »

Area serviced: Burnaby, BC

6042246555

Bruce Kindrat, CEA
CFP

Fort St John, BC

Area serviced: Fort St John, BC

250 785 7575

Susan King, CEA
Director

Lac La Biche, AB

Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB

780-977-3674

Desiree King, Lifestyle 55+ Affiliate, RENE, CEA
Broker of Record/Founder

Mississauga, ON

Area serviced: Mississauga, ON; Toronto, ON; Brampton, ON; Burlington, ON; Oakville, ON; Milton, ON; Ajax, ON; Pickering, ON; Whitby, ON; Oshawa, ON; Halton Hills, ON; Hamilton, ON; Richmond Hill, ON; Markham, ON

888-834-8520

Elijah Kirchmaier B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA, CEA
Director & Private Wealth Consultant

Calgary, AB

www.upfinancial.ca
B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts,… Read more »

Area serviced: Calgary, AB

5873164070

Marie Kirouac, CEA
Financial Advisor

Lorette, MB

Area serviced: Lorette, MB

(866) 565-6319

DARREN KOOLE, CEA
President

Chatham-Kent, ON

# Read more »

Area serviced: Chatham-Kent, ON

5193510101

Christina Koshman, CEA
Estate & Succession Specialist

Calgary, AB

Area serviced: Calgary, AB

4038083512

Bryanna Koshulak, CEA
Deposit Service Representative

Winnipeg, MB

I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates.
Read more »

Area serviced: Winnipeg, MB

2049549822

Emmanuel Koudoumnakis, CEA
Market Manager

Mississauga, ON

Area serviced: Mississauga, ON

9058904156

Andy Kovacs, CFP® CLU® CHS™ EPC CEA, CEA
Certified Financial Planner

Markham, ON

Area serviced: Markham, ON

289-818-1741

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.

Area serviced: Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.

CIM®, CEPA®, CEA®, DFSA®, FCSI®

Area serviced: Fort St John, BC

Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB

Losing a loved one is never easy, and managing their estate during a time of grief can feel overwhelming. Having experienced this firsthand, I understand the need for compassionate, expert support. This personal experience inspired me to found TeamUp Executor Services, a resource designed to simplify estate administration and document organization through clear guidance and practical assistance. With 25 years of business and process management experience, combined with my certification as a Certified Executor Advisor, I bring a unique blend of empathy and expertise to every client. My commitment is to help you confidently navigate the complexities of estate settlement, ensuring your loved one's legacy is honored while minimizing stress on you and your family.

As the REALTOR® & Broker of Record of King's Downsizing & Estate Services Brokerage, I am the founder and visionary expert, combining a unique blend of knowledge, compassion, and foresight that sets me apart in the real estate field. My goal is to empower families with the expertise and tools they need to make life-changing decisions throughout the downsizing and estate settlement processes.

Area serviced: Calgary, AB

www.upfinancial.ca

B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts, insurance proceeds, and inheritances.

He has been ranked as one of Calgary's Best Financial Advisors.

Area serviced: Lorette, MB

Area serviced: Chatham-Kent, ON

I am a Certified Financial Planner assisting professionals and families with their estate and retirement planning.

Area serviced: Calgary, AB

Area serviced: Winnipeg, MB

I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates.

Area serviced: Mississauga, ON

Area serviced: Markham, ON