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Beginning a career in consumer finance in 1974 Ian's first 7 years learning why many people struggle with money. In 1987 Ian joined a life insurance firm to learn more about estate planning and investments. Later mutual funds were added. In 1994 Ian… Read more »
Area serviced: Kamloops, BC
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
I have been an advisor in the financial Service industry since 1997. I am a Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executors Advisor (CEA).
My firm, To Educate… Read more »
Area serviced: Waterloo, ON; Kitchener, ON; Cambridge, ON; Guelph, ON; Waterloo (Region), ON; Wellesley, ON; Woolwich, ON
I have been a member of Advocis (The Financial Advisors Association of Canada) for 40 years. When I was a trust officer in the 1980s, I took tax and estate administration courses offered by the Trust Company Institute to get my MTI designation. I have… Read more »
Area serviced: Saskatoon, SK
I have been in the financial services industry since 1992 and a Certified Financial Planner® professional since 1998. Although I have worked in the industry through various mutual fund dealerships I joined Sterling Mutuals Inc. because of the independence… Read more »
Area serviced: St. Catharines, ON; Grimsby, ON; Niagara, ON; Thorold, ON; Welland, ON
My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd.  I began my career in estate administration working with my father who practised law for over 50 years!  Although my Law Clerk Certification provided a great basis for estate… Read more »
Area serviced: Toronto, ON
Area serviced: Castlegar, BC
I've been working in this industry for over 46 years starting  with Sun Life Financial starting in 1975. I have earned the following designations,  CFP, ( Certified Financial Professional), CLU, CH.FC.  CEA.    
Currently,  I work with an MGA,… Read more »
Area serviced: Waterloo, ON; Waterloo (Region), ON; Kitchener, ON; Cambridge, ON; Elmira, ON
(519) 746-4205
Early in my career as a financial security advisor, I learned a very valuable lesson; the work I do when one of my clients passes away is some of the most important work that I can do.
Becoming a CEA has increased the support I can offer my clients.… Read more »
Area serviced: Ottawa, ON; Arnprior, ON; Carleton Place, ON; Manotick, ON; Merrickville, ON; Nepean, ON; Perth, ON; West Carleton, ON; Larnark, ON; Mississippi Mills/ Almonte, ON
Area serviced: Verner, ON; Sudbury, ON
705 919-4337
I am a real estate appraiser preparing appraisals for many purposes such as estate settling, divorce, government seizures, relocations, capital gains, dispute resolutions, presale consultations,  MPAC challenges, Power of Sale and financial mortgaging. … Read more »
Area serviced: Ottawa, ON
Area serviced: Calgary, AB