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Harry Perler’s genuine passion is an unwavering desire to help people. His role as a Certified Financial Planner (CFP) positions him to completely assist you. Harry has a holistic approach to financial planning taking into consideration your personal… Read more »
Area serviced: Coquitlam, BC; Vancouver, BC; Burnaby, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC
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
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
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
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
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
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
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
Canadian Heritage Wealth & Estate provides retirement investment advice, estate planning advice, and business succession advice to individuals in Ontario. 
Jeffrey Poirier, Financial Advisor 
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Area serviced: Oakville, ON
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