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As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple:… Read more »
Area serviced: Kelowna, BC
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement… Read more »
Area serviced: Richmond, BC
Stan Livingston is President and CEO of Moneyman Financial Inc. and has been in the financial services industry for more than 40 years.
Early in his career he proved his financial acumen as a partner in a Vancouver estate planning firm. With this solid… Read more »
Area serviced: Qualicum Beach, BC
778 809 2342
Maria's personal area of expertise is working with Canadians who are looking for retirement income strategies. With over 20 years experience in the financial services industry, Maria is dedicated to seeking out the best insurance solutions and investment… Read more »
Area serviced: Airdrie, AB; Red Deer, AB; Edmonton, AB; Cochrane, AB; Okotoks, AB; Olds, AB; Carstairs, AB; Camrose, AB; Didsbury, AB
Family run Financial services office - 
CFP in office
Personal Income Taxes 
Elder Planning Designated 
Banking/Lending Needs 
Read more »
Area serviced: London, ON
Adriann received a diploma in Hotel & Restaurant Administration in 1998 and spent the next ten years working in the hospitality industry throughout Alberta and Saskatchewan. In 2009, she became a certified bookkeeper and has many business clients throughout… Read more »
Area serviced: Prince Albert, SK
I have the following designations: CPA, CGA, CFP, TEP.
I practice as a sole practitioner in Victoria, BC. In addition to accounting and tax services, a growing focus of my practice has been in the area of estate planning and estate administration.

I… Read more »
Area serviced: Victoria, BC
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with… Read more »
Area serviced: Vancouver, BC; Burnaby, BC; Coquitlam, BC; Delta, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; Surrey, BC; West Vancouver, BC; White Rock, BC; Abbotsford, BC
604 418 8454

Elaine Lozinski is a Final Affair consultant, speaker and author who strives to bring clarity to the overwhelming world of final affairs.  Her company, Just in Case: Final Affair Arrangements uses a practical approach for getting affairs in order,… Read more »
Area serviced: Saskatoon, SK; Regina, SK; Prince Albert, SK; Yorkton, SK; Kindersley, SK; Calgary, AB; Edmonton, AB
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