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I am the owner of Nickels and Dimes Money Mentoring and author of the upcoming book Profit Ability: Secrets to Success for Construction Trades. I spent 20 years in the electrical industry, have over 15 years of accounting experience, and am an award… Read more »
Area serviced: Winnipeg, MB
With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.

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Area serviced: Toronto, ON
Area serviced: Sherwood Park, AB
Area serviced: Vancouver, BC
At Safety Bay Financial we create personalized plans to help individuals and families secure their financial safety through all stages of their lives.
With over 15 years experience in helping clients create, protect and preserve wealth I have found… Read more »
Area serviced: Kenora, ON; Winnipeg, MB
Harry Perler’s genuine passion is an unwavering desire to help people. His role as a Certified Financial Planner (CFP) positions him to completely assist you. Harry has a holistic approach to financial planning taking into consideration your personal… Read more »
Area serviced: Coquitlam, BC; Vancouver, BC; Burnaby, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC
My priorities have remained unchanged for 45 years; preservation of total portfolio (household included),
earning a respectable tax preferred investment income and lowering your personal tax burden annually.
Designations: EPC, CPCA, CEA

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Area serviced: Ottawa, ON
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 
We have a team of Certified Executor Advisors available to support you through the complex administrative… Read more »
Area serviced: Saskatoon, SK