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You can review the background of my company at  I am an active Chartered Professional Accountant and Certified Financial Planner who specializes in helping higher net worth clients in the areas of investment and tax planning. I… Read more »
Area serviced: Toronto, ON
I currently work as a Financial Planner with Vision Credit Union Ltd. and Credential Asset Management Inc. Providing tailored investment solutions and long-term strategies, is the focus of my business.  Extensive knowledge in the accounting and taxation fields,… Read more »
Area serviced: Camrose, AB
780-679-6201 780-678-7720
I have been in the business for almost 30 years. Specializing in financial planning, tax planning, insurance planning mortgage planning and estate planning.  
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Area serviced: Stratford, ON
Originally from the UK Maroof emigrated to Canada in 1999 Maroof is a dynamic multi-faceted individual with substantive knowledge and experience in real estate acquisitions and disposal, real estate investment analysis, valuation and appraisal, building… Read more »
Area serviced: Toronto, ON; Ajax, ON; Pickering, ON; Scarborough, ON; Whitby, ON; Oshawa, ON; Clarington, ON; Bowmanville, ON; Etobicoke, ON
647 388 0097
I had almost 20 years of working as a Legal Assistant with Lawyers in the Burlington area until I made the move to being a Financial Advisor in 2013.  I have joined Carte Wealth Management at the end of 2023 with other Mutual Fund advisors and Life… Read more »
Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON
I am currenlty working in a head office position and will be offering my services in the future to clients.

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Area serviced: Toronto, ON; East Gwillimbury, ON
647 471-7970
Dedicated Estate and Trust professional at MD Private Trust assisting medical professionals and families with Estate planning, wealth transfer and trust administration. I assist our clients with their estate planning needs, often working in collaboration… Read more »
Area serviced: Ottawa, ON
I hold my Certified Financial PlannerTM designation,  Chartered Life UnderwriterTM designation, as well as a Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business… Read more »
Area serviced: Smithers, BC; Prince George, BC
I am a high energy, results oriented career woman with a strong ability to build relationships. My career has centered on the financial services industry, in both B2B and B2C environments. My most recent assignment involved the launch of a credit union… Read more »
Area serviced: Vancouver, BC

I have been with Westoba Credit Union for over 17.5  years in many roles but in my current  role as Estate specialist since April 28th, 2020.
I have the designations of CEA (Certified Executor Advisor), FCUIC (Fellow of the Credit Union… Read more »
Area serviced: Brandon, MB
1-877-937-8622 ext 8043
About Evangeline Wealth Management
As Nova Scotia’s largest independent Wealth Management Company, we also have access to a broad array of savings and investment products from all of the major Banks, Independent Investment Management Companies and… Read more »
Area serviced: Windsor, NS
Area serviced: Centreville, NS; Kentville, NS; County of Kings, NS; New Minas, NS; Wolfville, NS; Kingston, NS; Greenwood, NS
Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.… Read more »
Area serviced: White Lake, ON; Ottawa, ON
1-877-244-0255 Ext 3655