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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
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

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
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
Extensive experience of 15 years providing holistic financial advice to clients as an Advisor with Sun Life.  Late 2021 I made a difficult decision to leave that role and join a team of Advisors as a Financial Planner with Assante.  
Education in… Read more »
Area serviced: Bedford, NS; Halifax, NS; Dartmouth, NS
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
KEVIN MACLEOD, CFP , CES, PARTNER & FINANCIAL PLANNERGood advice was a rare commodity 23 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail… Read more »
Area serviced: Calgary, AB
Based in Peterborough but serving all of the surrounding areas, Tim MacMillan is a candidate appraiser currently pursuing his AACI P.App designation and has been a member of the Canadian Appraisal Institute since 2017.  As an Executor himself to several… Read more »
Area serviced: Peterborough, ON; Campbellford, ON; Lindsay, ON; Lakefield, ON; Port Hope, ON; Cobourg, ON; Bowmanville, ON; Kawartha Lakes (Region), ON
Area serviced: London, ON

The role of Executor is often thought of as a position of “honour".  Most people who accept the role of Executor do so without fully comprehending what will be required of them.  Being appointed as an Executor of a Will has a great deal… Read more »
Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Milton, ON; Toronto, ON
(905) 330-3798
Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.
As a Certified Executor Advisor,… Read more »
Area serviced: Toronto, ON; Hamilton-Wentworth, ON; Welland, ON; Niagara Falls, ON; St. Catharines, ON
416 259 9378