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Bob McGaraughty, CEA
Independent Financial Security Advisor

Ottawa, ON Contact

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

Tina-Marie McGee, CEA
EPC

Verner, ON Sudbury, ON Contact

Area serviced: Verner, ON; Sudbury, ON

705 919-4337

Mallory McGrath, CEA
Founder & CEO

Toronto, ON Contact

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

David McGruer, CEA
CFP®, PFA, CEA, Financial Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

6137469588

Patricia McGuigan BComm, CFP,EPC,CEA,RRC, CEA
Financial Planner

Toronto, ON Contact

Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC

416-695-8600

Ciara McIlwaine, CEA
Lawyer

Regina, SK Contact

Area serviced: Regina, SK

(306) 205-8974

R.M. (Mike) McLaren, CPCA, CEA, CEA
Partner at Equity Associates

Oshawa, ON Contact

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

Robin McNaughton, CEA
Financial Advisor/Owner

Brantford, ON Contact

# Read more »

Area serviced: Brantford, ON

5194426326

Cindy McNeill, CEA
Vice President

London, ON Contact

Area serviced: London, ON

587-988-8444

Mary Mealia-Peralta, CEA
Wealth Advisor

Vaughan, ON Contact

Area serviced: Vaughan, ON

905-660-1502

Richard Medcke, CEA
Financial Advisor

Leduc, AB Contact

Area serviced: Leduc, AB; Beaumont, AB; Wetaskiwin, AB; Ponoka, AB; Westerose, AB; Edmonton, AB

780-986-2194

Michele Meier, CEA
Consultant

Campbellford, ON Contact

With 33 years in the financial planning industry I operate a business in downtown Campbellford, ON. I specialize in retirement income planning, estate planning and prepare full financial plans. We offer GIC's and tax preparation as well.… Read more »

Area serviced: Campbellford, ON

7056531606

Oriana Melo, CEA
Investment Fund Advisor

Mississauga, ON Mississauga, ON Contact

Area serviced: Mississauga, ON

416-994-2568
905-276-9456

Rachel Memory, CEA
Manager - Inside Sales Western Canada

Vancouver, BC Contact

Rachel Memory - Inside Sales Western Canada
(Life/Living Benefits and Wealth)
CHS, CEA, AIAA, ACS - (LLQP)
Read more »

Area serviced: Vancouver, BC

236-788-1795

Debbie Mendelson, CEA
Portfolio Manager & Wealth Advsior

Toronto, ON Contact

With a shared commitment to integrity, expertise in investment management and financial planning, and personalized guidance, our team is dedicated to helping you achieve your financial goals. We believe in a collaborative approach, combining our diverse… Read more »

Area serviced: Toronto, ON

647-225-4690

Area serviced: Verner, ON; Sudbury, ON

Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON

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 & end-of-life planning. An empathetic listener with a trustworthy ear who excels at problem solving. A dynamic leader of her generation who understands the road ahead and wants to positively impact it, not only for her own generation, but also the generations before her and after her. A collaborative planner who welcomes input from others.

Area serviced: Ottawa, 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 greatly reduce the stress and save time and money for clients dealing with estate planning and settlement issues. With almost three decades of tax preparation work I also understand the personal tax return very well. Since I consider this work to be part of my holistic value to clients, there is no additional fee for these services.

Area serviced: Toronto, ON; Etobicoke, ON; Montreal, QC

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 I have attained numerous Financial designations, to insure I guide my clients through all of life's episodes (good or bad) so they can Maximize financial Gains, feel confident they are making the right decisions and supported through out.

My office is in Etobicoke at Burnamthorpe and HWY 427.

Area serviced: Regina, SK

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 legal affairs in a calm
and efficient manner. Ciara enjoys working collaboratively with individuals and
businesses to provide the support, advice, services, and information they need
to accomplish their goals.

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

For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com

Area serviced: Brantford, ON

Co-operators Financial Advisor specializing in working with families

Area serviced: London, ON

With 20+ years of experience in the Financial Services industry. Cindy's role as a Vice President, Business Development Executive at Selectpath Benefits & Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers, and Group Benefits Advisors, providing Estate Planning and Risk Management advice for their clients. She holds her CLU, CEA and EPC designations.

Area serviced: Vaughan, ON

Area serviced: Leduc, AB; Beaumont, AB; Wetaskiwin, AB; Ponoka, AB; Westerose, AB; Edmonton, AB

Are you looking for strategies to help save taxes while running your business and preparing for retirement? Are you searching for tax effective ways to move money from your company to your family? Are you suddenly in charge of your financial future due to divorce, being widowed or receiving an inheritance and are looking for advice and guidance?

My team and I partner with business owners (including farmers) and those who are suddenly in charge of their financial future, to reach their financial goals. Our office and process is designed to make you comfortable and feel peace of mind that you are going to be okay. I take the time to really listen and get to know you, and I use an established 5-step Process to learn about what is most important to you and why. Once we've identified your unique needs and goals, we'll work together to construct personalized strategies to help you reach those goals. Common strategies include retirement income strategies, making pension decisions, effective succession and tax strategies for business owners, and legacy planning.

I started working in the finance industry in 2001 and have gone through some of the biggest bull and bear markets. This experience helps me provide my clients with the guidance they need to protect their wealth. I chose to build a career at Edward Jones because their values and core beliefs align with my own – namely that we put the client first. If you would like to have a chat about your dreams, goals or worries please call my office.

I have a sports background and I am very active in the Leduc Community coaching both football and hockey. While coaching football at the University of Alberta with Tom Wilkinson, I was fortunate to have been influenced by both Clare Drake, Murray Smith and John Wooden who taught me valuable skills that transfer well into my role as a financial advisor. My whistle hangs in my office as a symbol that my job is to coach, advise and guide my clients towards attaining their goals.

I've been married to my wife Andrea for 21 years and we have 4 awesome children, as well as Hunny our dog. I love calling Leduc home and am proud to be member of this community.

Area serviced: Campbellford, ON

Area serviced: Mississauga, ON

Area serviced: Vancouver, BC

Rachel Memory - Inside Sales Western Canada
(Life/Living Benefits and Wealth)

CHS, CEA, AIAA, ACS - (LLQP)

Area serviced: Toronto, ON

We embrace a holistic approach to wealth management. We believe in cultivating a true partnership with you, gaining a thorough understanding of your financial goals and objectives.

Our primary responsibility is to develop a comprehensive understanding of your short, medium, and long-term financial goals. We translate these aspirations into tangible dollar figures required at various future stages of life. By creating a critical path to achieving your goals, we lay the foundation for your long-term financial success.

In addition to our core competencies, we harness the collective professional know-how from across the industry. This enables us to provide you with a comprehensive wealth plan, crafted to align specifically with your unique goals and objectives.