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We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping tax and financial planning around investment advice. Hall O’Brien – Planning for Wealth is a SMART approach to help clients… Read more »
Area serviced: Ottawa, ON
Area serviced: Whitby, ON
I understand that good financial advice is more important than ever.  As such, I take a long-term approach to planning.  I believe that a detailed plan, reviewed and updated regularly, will ensure that you have access to the financial resources necessary… Read more »
Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON
Area serviced: Waterloo, ON
519-498-8326 ext 108
I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.  

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Area serviced: Halifax, NS
We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and… Read more »
Area serviced: Burlington, ON
Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 
We believe that grief is hard enough. We are dedicated… Read more »
Area serviced: Saskatoon, SK
A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers.  That responsibility extends to the beneficiaries… Read more »
Area serviced: Markham, ON
I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships… Read more »
Area serviced: Guelph, ON
Rosie Owens, CFP, TEP, CEA
Director, Financial Services 
Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered… Read more »
Area serviced: Vancouver, BC
Area serviced: Richmond, BC
Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services: 

US Canada Cross Border Tax Returns Non-Resident Tax ReturnsServices for Professionals such as Lawyers, Realtors, Dentists, Physicians,… Read more »
Area serviced: Surrey, BC; Vancouver, BC; North Vancouver, BC; Victoria, BC; Campbell River, BC; Nanaimo, BC; Kelowna, BC; Abbotsford, BC; White Rock, BC; Burnaby, BC; Calgary, AB; Edmonton, AB; Saskatoon, SK; Regina, SK; Winnipeg, MB; Toronto, ON; Ottawa, ON; Niagara Falls, ON; London, ON; Windsor, ON; Coquitlam, BC; Montreal, QC; Summerside, PE; Charlottetown, PE; Moncton, NB; Fredericton, NB; Saint John, NB; Halifax, NS; Mississauga, ON