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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
613-567-0373
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
306-500-9625
About MeWith over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business… Read more »
Area serviced: Markham, ON; Toronto, ON; Durham, ON; Scarborough, ON
905-707-3265
As a former teacher, my goal is to help people clearly understand what is important to them and why it is important.  Your financial plan should reflect who you are and what you want to accomplish.  As an independent insurance and investment broker,… Read more »
Area serviced: Winnipeg, MB
204-415-9074
I am a Senior Wealth Advisor  with the CFP and CPCA credentials. I have 25 years of experience working with families providing a holistic Wealth Management approach. I recommend  personalized, diversified and discipline asset management solutions along… Read more »
Area serviced: Abbotsford, BC; Mission, BC; Chilliwack, BC; Langley, BC
6048521804
I am a CERTIFIED FINANCIAL PLANNER®  with TD Wealth Financial Planning and more than 25 years of experience in the financial industry. I ensure my clients have financial peace of mind and security by looking at their holistic financial picture and… Read more »
Area serviced: Brampton, ON
9057933885
I have spent the past 25 years working with businesses in finance and administration, building the trust of peers and clients. Through this work I improved processes resulting in more efficient and profitable companies. It was during this time that I… Read more »
Area serviced: Cobourg, ON
647 883 9096
Benjamin Pinfold is an associate of Liddiard Law, his practice focuses on Wills, Estates, and Civil Litigation. 
He received his BA from Brock University in 2018, his JD from Western University in 2021, and was called to the bar in 2022. 

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Area serviced: St.Catharines, ON; Niagara, ON; Thorold, ON; West Lincoln, ON; Port Colborne, ON
(905) 374-1617
A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and… Read more »
Area serviced: Ottawa, ON
613-744-1011
Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and differentiate their practice from others.
The advisory role can… Read more »
Area serviced: North Vancouver, BC
604-396-6419
My mission is to provide professional, comprehensive and unbiased advice and to make appropriate product recommendations for all aspects of investment, risk management and estate preservation and planning solutions. 
Executors and trustees are invited… Read more »
Area serviced: Calgary, AB
403 640 0928

At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Burnaby, BC; Delta, BC; Chilliwack, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; West Vancouver, BC; White Rock, BC; Vancouver, BC
604-808-9351