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David Pankiewich, CPA, CA, CEA  works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.  As an accountant with over 25 years experience assisting clients in a variety of industries and… Read more »
Area serviced: Pickering, ON; Toronto, ON; Ajax, ON; Metro Toronto, ON; Collingwood, ON
647-401-4209
We are a professional financial advisory firm specializing in retirement and estate planning.
We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent,… Read more »
Area serviced: Smiths Falls, ON
6132835510
I have served as an Executive Director and Managing Director of Christian Charities in both the United States of America and Canada. I have been involved with development since 1988. My full-time employment has been in Christian Camp ministries since… Read more »
Area serviced: Cambridge, ON; Brantford, ON; Woodstock, ON; Woolwich, ON; Guelph, ON; Kitchener, ON; Baden, ON; Brant, ON; Delhi, ON; Haldimand-Norfork, ON; Ingersoll, ON; Wellesley, ON; Norwich, ON; North Dumfries, ON; Oxford, ON; Paris, ON; Waterloo (Region), ON
519-623-4860
I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique… Read more »
Area serviced: Vancouver, BC
604-678-3099
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
8883858444
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
416-340-7779
Area serviced: Sherwood Park, AB
780-464-7477

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 have a team of Certified Executor Advisors available… Read more »
Area serviced: Saskatoon, SK
1-800-500-2135
Area serviced: Vancouver, BC
604-484-2070
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
807-468-7000