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As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that… Read more »
Area serviced: Cambridge, ON
Area serviced: Elora, ON; Fergus, ON; Guelph, ON; Orangeville, ON; Barrie, ON; Peterborough, ON

I began my career as a High School teacher in 1990 but I soon realized I could make significant differences in a family’s life when I started marketing Registered Education Savings Plans in 1992.
Now, 29 years later, I provide a full range of family… Read more »
Area serviced: Halifax, NS
I started my investment career in 1982 working with Investors Group. In 2014, and with over 30 years of wealth management experience, my desire to provide unbiased advice for my clients; coupled with the opportunity to develop an enhanced and healthier… Read more »
Area serviced: Thunder Bay, ON; Vancouver, BC
I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular approach,… Read more »
Area serviced: Brandon, MB
(204) 729-3400

Area serviced: Komoka, ON; London, ON; Kitchener, ON; Niagara Falls, ON
We are a 45 personal accounting firm servicing small business, agriculture and service industries. We provide assurance, tax, estate and financial planning services to our clients. I have been in public accounting since 1990, articled with Ernst &… Read more »
Area serviced: Tillsonburg, ON

20 yrs | Women | Managing Life Changes | Family | Estates | Volunteering | TravelI earned my CFP® designation in 2006 and I aim to educate individuals and families on securing themselves financially. I especially enjoy helping women take ownership… Read more »
Area serviced: Sault Ste. Marie, ON; Wawa, ON; Sault Ste Maire and surrounding Areas, ON
As a financial advisor in the retirement capital of Canada, Adam is expressly aware of the ageing demographics in our country and the generational transfer of wealth that is currently under way. Whether through business succession planning, or through… Read more »
Area serviced: Victoria, BC