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V.P. Compliance & Operations
Ian entered the Financial Services business in 1975 focusing on credit and consumer financing for small business owners. He then developed a practice in Financial Management for business owners and became part of a… Read more »
Area serviced: Vancouver, BC; Calgary, AB; Regina, SK; Toronto, ON; Corner Brook, LB; Saskatoon, SK; Scarborough, ON
KEVIN MACLEOD, CFP , CES, PARTNER & FINANCIAL PLANNERGood advice was a rare commodity 23 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail… Read more »
Area serviced: Calgary, AB
Area serviced: London, ON
I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has the knowledge… Read more »
Area serviced: Oakville, ON

The role of Executor is often thought of as a position of “honour".  Most people who accept the role of Executor do so without fully comprehending what will be required of them.  Being appointed as an Executor of a Will has a great deal… Read more »
Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Milton, ON; Toronto, ON
(905) 330-3798
Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.
As a Certified Executor Advisor,… Read more »
Area serviced: Toronto, ON; Hamilton-Wentworth, ON; Welland, ON; Niagara Falls, ON; St. Catharines, ON
416 259 9378
Area serviced: Toronto, ON; Etobicoke, ON; Markham, ON; Mississauga, ON; Newmarket, ON; Aurora, ON
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
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