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Personal profile“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”
So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try… Read more »
Area serviced: Kingston, ON

Over thirty five years of progressive experience in proactive public and private sector organizations. Fluently bilingual senior executive having advanced strategic, leadership and visionary prowess with extensive experience in shaping culture, managing… Read more »
Area serviced: Cornwall, ON
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is… Read more »
Area serviced: Waterloo, ON
519-886-4445 x 224

I am a Financial Security Advisor living in the Ottawa region. Since 2008, I was fortunate to help many families and business protect their assets, estates, and income.  In 2019 I completed the Canadian Initiative for Elder Planning Studies (EPC)… Read more »
Area serviced: Embrun, ON; Gatineau, QC; Ottawa, ON; Orleans, ON; Russell, ON; Gloucester, ON; Cumberland, ON; Winchester, ON
David is the Founding Partner & CEO of Rockmoor Wealth Management. Rockmoor Wealth Management specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®,… Read more »
Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC
Area serviced: Flamborough, ON; London, ON
(519) 474-1783
Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals… Read more »
Area serviced: Edmonton, AB
Area serviced: North York, ON; Toronto, ON; Markham, ON; Richmond Hill, ON
(416) 303-3166
Paul is a Certified Financial Planner professional with over 30 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, NL; Calgary, AB
 I work with individuals, families, and business owners.  The clients’ needs, goals and financial well being are always first and foremost. This helps attain my clients’ best interests by creating a financial security plan to meet their… Read more »
Area serviced: Pickering, ON