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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
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.  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
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
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
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
Area serviced: London, ON