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I own an independent Financial Planning firm. I am a licensed insurance broker and a Registered Dealing Representative in the Exempt Markets.

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Area serviced: Calgary, AB; Airdrie, AB
403-475-4245
My name is Loida Martel, and I am a licensed Funeral Director and a Certified Executor Advisor. I am the founder of an amazing company called Personal Affairs Consulting, aimed at helping all Canadian families with their Estate Administration needs. 
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Area serviced: Brampton, ON; Ajax, ON; Alliston, ON; Ancaster, ON; Angus, ON; Aurora, ON; Barrie, ON; Bradford, ON; Burlington, ON; Caledon, ON; Cambridge, ON; Dundas, ON; East Gwillimbury, ON; Etobicoke, ON; Fergus, ON; Fort Erie, ON; Georgetown, ON; Grimsby, ON; Guelph, ON; Halton, ON; Halton Hills, ON; Hamilton, ON; Hamilton-Wentworth, ON; Innisfil, ON; King City, ON; Kitchener, ON; Lincoln, ON; Markham, ON; Metro Toronto, ON; Milton, ON; Mississauga, ON; Most of Ontario, ON; Newmarket, ON; Niagara, ON; Niagara-on-the-Lake, ON; North York, ON; Norval, ON; Oakville, ON; Orangeville, ON; Oshawa, ON; Pickering, ON; Richmond Hill, ON; Scarborough, ON; Serving most cities in Ontario, ON; St. Catharines, ON; Stoney Creek, ON; Stouffville, ON; Thornhill, ON; Toronto, ON; Tottenham, ON; Vaughan, ON; Waterloo, ON; Waterloo (Region), ON; Whitby, ON; Woodbridge, ON; York, ON
905-792-2872
Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.
Listening to and understanding your life goals are hallmarks of the current success of my… Read more »
Area serviced: Brandon, MB; Kenora, ON
204-578-5500
Area serviced: Kitchener, ON; Waterloo, ON; Cambridge, ON
519-569-8800
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially… Read more »
Area serviced: Innisfil, ON; Barrie, ON; Alliston, ON
416-988-0763
With over 14 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education has earned… Read more »
Area serviced: Ajax, ON
9054306105

Over the past number of years, Tom has held various positions in the Wealth Management industry and leverages his experience to deliver comprehensive financial planning advice by analyzing a client’s overall financial picture.
Since graduating… Read more »
Area serviced: London, ON
5194959005
519-495-9005
I am an independent, certified financial planner since 1992. I was a public accountant (chartered accountant) prior to moving into personal financial planning.    
I have earned the following designations: Certified Financial Planner (CFP), Chartered… Read more »
Area serviced: Whitby, ON
416 805-3320
I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE  PLANNING.
I LOVE HELPING PEOPLE  MAKE  WISE FINANCIAL DECISIONS
I LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE

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Area serviced: Windsor, ON
519 978 9600
inside sales rep. We work as the distribution network between financial advisors and retail clients. 
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Area serviced: Vancouver, BC
604.638.3079
I am a Registered Representative with IIROC including my options license. I currently hold my CIM designation and am also licensed with the Insurance Council of Saskatchewan for Life, Accident &Sickness insurance. As a life long learner I am constantly… Read more »
Area serviced: Saskatoon, SK
306-651-4253
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
5198809883