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Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company. 
A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging… Read more »
Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON
As the financial advisor to my client families, I am often called upon to discuss estate planning and administration issues.  With direct connections to the financial institutions handling client accounts and experience in dealing with them, I can help… Read more »
Area serviced: Ottawa, ON
Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals.   I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years… Read more »
Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC
416-695-8600 E: 4245

Ciara is a lawyer, Certified Executor Advisor, and small business owner working in the areas of Estate Planning, Estate Administration, Real Property, and Business Law and Consulting. She strives to help clients navigate legal issues and organize their… Read more »
Area serviced: Regina, SK
(306) 525-8911
Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy… Read more »
Area serviced: Oshawa, ON; Ajax, ON; Port Hope, ON; Cobourg, ON; Lindsay, ON; Markham, ON; Pickering, ON; Scarborough, ON; Scugog, ON; Toronto, ON; Uxbridge, ON; Metro Toronto, ON; Whitby, ON
Over 30 years ago, a passion to empower others through improving their financial health led me to pursue a career in financial services. Today, at Interior Savings my focus is to guide and support those navigating the many challenges of… Read more »
Area serviced: Kelowna, BC
With over 13 years of experience in the Financial Services industry.  Cindy's role as a Director, Retail Insurance Sales with Manulife,  allows her the opportunity to work directly with Financial Advisors and Insurance Brokers, providing Estate Planning… Read more »
Area serviced: London, ON
With 33 years in the financial planning industry I am a Certified Financial Planner operating a business in downtown Campbellford, ON.  I specialize in retirement planning and prepare full financial plans.  We offer GIC's and tax preparation… Read more »
Area serviced: Campbellford, ON
Rachel Memory - Inside Sales Western Canada 
(Life/Living Benefits and Wealth) 
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Area serviced: Vancouver, BC
Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that combines mediation training and financial expertise with helping couples, families, and business partners’ work through difficult conversations leading… Read more »
Area serviced: Dartmouth, NS; Halifax, NS; East Hants, NS; Bedford, NS