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Jonathan Luesby B Com, CFP®, CIM®, FCSI®, CEA®,
is a trusted Independent Wealth Manager.  He holds a B.Com from U Ottawa and has the Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Certified… Read more »
Area serviced: Ottawa, ON
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
I'm a retired public service manager with a business background (MBA). Being an executor myself I wanted to educate myself on this tedious process and found that it can get complicated very quickly. My goal is to help others through this process at various… Read more »
Area serviced: Merrickville, ON; Kemptville, ON; Smiths Falls, ON
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

Amy leads Hummingbird Lawyers Wills & Estates practice, bringing more than 20 years of experience in Wills and Estates to Hummingbird Lawyers.
A Boston native, Amy has worked with a wide range of families regarding difficult pre and post-death… Read more »
Area serviced: Vaughan, ON; Toronto, ON
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 and… Read more »
Area serviced: London, 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. 
Education… 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