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I am an independent, certified financial planner and trained as an accountant.     
I have earned the following designations: Certified Financial Planner (CFP), Chartered Professional Accountant (CPA), formerly CA, Certified Executor… Read more »
Area serviced: Oshawa, ON
4168053320
I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE  PLANNING.
I LOVE HELPING PEOPLE  MAKE  WISE FINANCIAL DECISIONS
I LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE

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Area serviced: Windsor, ON
519 978 9600
inside sales rep. We work as the distribution network between financial advisors and retail clients. 
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Area serviced: Vancouver, BC
604.638.3079
I am a Registered Representative with IIROC including my options license. I currently hold my CIM designation and am also licensed with the Insurance Council of Saskatchewan for Life, Accident &Sickness insurance. As a life long learner I am constantly… Read more »
Area serviced: Saskatoon, SK
306-651-4253
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
5198809883
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
250-374-7772
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
3069564956
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
519-498-8326
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
3066514291
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
9056841556
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
416-427-6418
Area serviced: Castlegar, BC
2503659953