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Paul is a Certified Financial Planner professional with over 25 years experience in Wealth Management, Insurance, Tax & Estate Planning. with the following designations: CFP, RHU, CHS, BBA and CEA.
Paul is a member of ADVOCIS / Financial Advisors Association… Read more »
Area serviced: Halifax, NS; Montreal, QC; Toronto, ON; St. John's, LB; Calgary, AB
902-425-3934
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
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with… Read more »
Area serviced: Vancouver, BC; Burnaby, BC; Coquitlam, BC; Delta, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; Surrey, BC; West Vancouver, BC; White Rock, BC; Abbotsford, BC
604 418 8454
Building net worth:I know how important it is to build your wealth soyou can enjoy life’s priorities and achieve your visionfor the future. Working together we can developinnovative strategies to help grow your net worth byidentifying which credit… Read more »
Area serviced: Windsor, ON
5199722107
John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT.  After that, he finished his Life License Qualification Program (LLQP) and hired… Read more »
Area serviced: Surrey, BC
6047653689
Lisa has been a financial coach and planner for over 20 years and is passionate about helping families & small businesses create financial clarity and fund their dreams. 
She is the owner of Ellements Financial Group, helping clients of all ages with… Read more »
Area serviced: Cochrane, AB
4038750123
I strive to serve as my clients' chief financial advisor. 
I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance.  I obtained my Bachelor of Commerce degree from the University of… Read more »
Area serviced: Surrey, BC; Vancouver, BC; White Rock, BC
604-535-7005