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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
Investment advisor with over 30 years of experience. CPCA and just recently added the end of life dhuoula designation. Very focused on taking care of seniors.
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Area serviced: Alexandria, ON
613-525-3737
Lianne is a founding partner at this award winning British Columbia solicitor's firm.  Her main focus is acting for Executors of Estates, including real estate sales. Excellence and care for her clients means:
* careful listening, coupled with a friendly… Read more »
Area serviced: Sidney, BC; Saanichton, BC
250-656-3280

Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc.  In order to better serve his clients he has obtained his Elder Planning Counsellor… Read more »
Area serviced: London, ON; Guelph, ON
519-690-1113
Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.  
Barbara is passionate about working with families and family business owners.  She belongs to a network of like-minded professionals… Read more »
Area serviced: Castlegar, BC; Nelson, BC; Trail, BC; Penticton, BC; Edmonton, AB
250-608-3900
Extensive experience of 15 years providing holistic financial advice to clients as an Advisor with Sun Life.  June 2021 I made a difficult decision to leave that role and and took several months to determine what my next challenge was going to be. … Read more »
Area serviced: Halifax, NS; Dartmouth, NS
9024492676
Since 2005, Greg has lent his business and financial expertise to assist clients and their families in setting a financial vision for their families. Greg is ranked in the top 1% of financial services professionals worldwide as recognized by the Million… Read more »
Area serviced: Kelowna, BC; Vernon, BC; West Kelowna, BC; Penticton, BC; Lumby, BC; Lake Country, BC; Kamloops, BC
250-860-6403 ext 2249
V.P. Compliance & Operations
Ian entered the Financial Services business in 1975 focusing on credit and consumer financing for small business owners. He then developed a practice in Financial Management for business owners and became part of a… Read more »
Area serviced: Vancouver, BC; Calgary, AB; Regina, SK; Toronto, ON; Corner Brook, LB; Saskatoon, SK; Scarborough, ON
604-646-5801
1-866-253-0030