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1557 Results Found
Regional Manager, TD Wealth Financial Planning.  Manage team of Financial Planning Professionals in Mississauga, Ontario who work closely with their clients to create custom Financial Plans.
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Area serviced: Niagara-on-the-Lake, ON
6473887526
Green and Company’s Professional Accountants offer a comprehensive range of services to help you manage your finances with ease. In addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning.… Read more »
Area serviced: Cambridge, ON
5196217822
Meet Taylor GreeneReal estate has always been part of my life.
I grew up in a family of Realtors, so conversations about homes, negotiations, and helping people move through life's biggest milestones were part of everyday life. Long before I became… Read more »
Area serviced: Toronto, ON; Pickering, ON; Ajax, ON; Whitby, ON; Oshawa, ON; Scarborough, ON; Bowmanville, ON; Bracebridge, ON; Barrie, ON; Brampton, ON; Courtice, ON; Huntsville, ON; Kawartha Lakes (Region), ON; Markham, ON; Durham, ON; Metro Toronto, ON; Peterborough, ON; Keswick, ON; Mississauga, ON; Cobourg, ON
6472815411
Self employed fee-only financial advisor for over 30 years.  I have held the CFP and R.F.P. designations for 27 and 28 years respectively 
I am a former owner of a fee-only financial advisory firm and we prepared approx 400 personal T1 tax… Read more »
Area serviced: North Vancouver, BC; West Vancouver, BC; Vancouver, BC
7788332263
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
2502639809
I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of proper… Read more »
Area serviced: Thornhill, ON
905-881-9060
The Real Estate journey, whether in Sherwood Park or beyond, often evokes anxiety. As a dedicated guide and a trusted realtor, I erase those fears. With a proven and simple approach, I demystify real estate, leading you and your family to a successful… Read more »
Area serviced: Sherwood Park, AB
587-870-6317
Kam Grewal practices in the area of wills and trusts, estate planning and administration, corporate/commercial law and real estate transactions.  He obtained his law degree from the University of Alberta followed by this TEP designation, as a registered… Read more »
Area serviced: Abbotsford, BC; Surrey, BC; Chilliwack, BC; Langley, BC; Mission, BC; Delta, BC; White Rock, BC; Coquitlam, BC; Vancouver, BC; Richmond, BC; Burnaby, BC
604.853.0774
Area serviced: Toronto, ON; Mississauga, ON; Sutton, ON; Georgina, ON; Oakville, ON
6472727380
I am a Project Management Professional, having taken several $100MM projects from concept to customer.  Managing an estate is a project, with stakeholders, tasks, dependencies, durations, quality controls and (most importantly) communication. … Read more »
Area serviced: Toronto, ON
416-712-6849
As Sagium's President, and Compliance Officer, as well as Wealth Strategist, my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper planning.… Read more »
Area serviced: Calgary, AB
4032324596
I have built QWFS with a vision to be one stop shop.  To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren.  We are looking to provide the knowledge,… Read more »
Area serviced: Edmonton, AB; Calgary, AB; Vermillion, AB
7809053757