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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
613-291-7001
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
613-226-7115
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
647-938-4483
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
6137469588
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) 205-8974
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
905-571-4222
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 managing estates.
Read more »
Area serviced: Kelowna, BC
250-469-6594
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
587-988-8444