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Toronto, ON

Area serviced: Toronto, ON; Burlington, ON; Caledon, ON; Dundas, ON; Durham, ON; Georgetown, ON; Halton, ON; Markham, ON; Mississauga, ON; Hamilton, ON; Niagara, ON; Oakville, ON; St. Catharines, ON; Stoney Creek, ON

4166716163

Diana Mick, CEA
Manager Tax Retirement& Estate Planning

Waterloo, ON

Area serviced: Waterloo, ON

2266479016

Phil Mikhail, CFP, CIM, FMA, CIWM, CEA, CEA
Senior Investment Advisor and Associate Portfolio Manager

Whitby, ON

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.
I service High Net Worth clients and business owners, managing their holistic financial plan.
I focus on getting a deep… Read more »

Area serviced: Whitby, ON

9054208201

Kate Miljevic, CEA
CFP

Peterborough, ON

# Read more »

Area serviced: Peterborough, ON; Port Perry, ON

905-999-3195

Kristie Miller, CEA
Mrs

Brandon, MB

Area serviced: Brandon, MB

2045785500

Daniel Miller, CEA
Senior Financial Consultant

Guelph, ON

Area serviced: Guelph, ON

519-784-4151

Sherry Miller, CEA
Account executive

Kingston, ON

Area serviced: Kingston, ON

6135407506

Devon Miller, CEA
Director, Sales & Key Account Management

Toronto, ON Burlington, ON

Area serviced: Toronto, ON; Burlington, ON

416-453-4735
905-510-3603

Matthew Milner, CEA
Financial Planner

St. Catharines, ON

Area serviced: St. Catharines, ON

9056874063

Jeff Minaker, CEA
Account Executive

Waterloo, ON

Account Executive for Empire Life
Read more »

Area serviced: Waterloo, ON; London, ON; Windsor, ON

6472912239

Joseph Miniaci, B.Comm, CFP, RRC, EPC, CPCA, RIS, CEA, CEA
Executive Financial Consultant

Toronto, ON

Area serviced: Toronto, ON

4169370512

Eva-Christine Missullis, CEA
TEP CLU CHS CCS EPC CPCA MFP-A Financial Planner

Newmarket, ON

Area serviced: Newmarket, ON

9057581996

Danny Mitonides, CEA
CEO

Toronto, ON

You can review the background of my company at www.olympianfinancial.com. 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

416-544-9791

Shelley Moch, PFP, FCUIC, RIS, CEA
Financial Planner

Camrose, AB

I currently work as a Financial Planner with VCU Financial Ltd. and Aviso Wealth Providing tailored investment solutions and long-term strategies, is the focus of my business. Extensive knowledge in the accounting and taxation fields, as well as… Read more »

Area serviced: Camrose, AB

780-679-6201 780-678-7720

Sharon Moffat, CEA
Consultant

Red Deer, AB

I am a retired Financial Planning Professional. I am embarking on a journey of advocacy for those who are looking for assistance in dealing with the loss of a loved one.
My goal is to provide assistance to those asking the question… Read more »

Area serviced: Red Deer, AB

4033186926

Area serviced: Waterloo, ON

Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance, Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!

She is currently Manager Tax Retirement & Estate Planning with Empire Life

Designations CLU, RHU, CEA

Area serviced: Whitby, ON

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.

I service High Net Worth clients and business owners, managing their holistic financial plan.

I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs.

I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.

Area serviced: Peterborough, ON; Port Perry, ON

Area serviced: Brandon, MB

Area serviced: Guelph, ON

Area serviced: Kingston, ON

Area serviced: Toronto, ON; Burlington, ON

Area serviced: St. Catharines, ON

Area serviced: Waterloo, ON; London, ON; Windsor, ON

Account Executive for Empire Life

Area serviced: Toronto, ON

Joseph is a member of the Toronto Downtown management team of professionals who specializes in retirement planning, insurance planning, tax reduction & wealth management services. Joseph takes pride in building lasting client relationships through sound planning advice, specifically to families of working professionals, small business entrepreneurs, & medical specialists.

Joseph’s comprehensive wealth management approach focuses on educating clients to establish the necessary financial habits to achieve their goals. He then creates a uniquely tailored financial plan to execute those goals which are predicated on sound advice & discipline, leaving nothing to chance. In a business built on trust, Joseph places a premium on exceptional client servicing & relationship building.

Joseph is an advocate of continuing education and holds some of the industry's most prominent financial certifications, including the CERTIFIED FINANCIAL PLANNER & Registered Retirement Consultant designations. Through the course of his career, Joseph has lectured to hundreds of Advisors across the province and continuously hosts financial education seminars to guests across the GTA.

Area serviced: Newmarket, ON

My estate planning business specializes in helping clients create personalized plans to protect their wealth, ensure tax efficient wealth transfer and provide security for future generations. With a focus on charitable giving, asset structuring and strategies tailored to Canadian estate laws, I guide individuals, families and business owners through the complexities of estate planning with clarity and care.

Serving York region and surrounding areas.

www.strategiclegacy.ca

Area serviced: Toronto, ON

I started my career in 1989 as a taxation specialist with the largest C.A. firm (KPMG) in the world, later moving onto senior investment roles with TD, CIBC and Laurentian Bank. I co-founded Olympian Financial in 1993 specifically to cater to clients, this specialized level of service. I meet regularly with the world’s top money managers, enabling me to provide the most valuable and timely financial advice.

I am proud of the relationships that I’ve built with my clients and I have a strong sense of accomplishment in helping my clients achieve their financial goals. I look at every one of my clients with a view of creating a ‘life-long’ relationship that transcends just making investment decisions. I strive to be the first one my clients call when making any financial decision in their life.

An overview of how I can help you with all aspects of your financial planning is included on the following page. If you have any questions, or if you are interested in setting up a meeting, please call me directly at 416-544-9791.

Area serviced: Camrose, AB

Area serviced: Red Deer, AB

I am a retired Financial Planning Professional. I am embarking on a journey of advocacy for those who are looking for assistance in dealing with the loss of a loved one.

My goal is to provide assistance to those asking the question "What now" when the reality of becoming an executor hits home.

I have 20 years experience in the Financial Planning field, as well as Management, Marketing and Bookkeeping experience.