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My name is Paul Peios, I'm a licensed financial advisor. I hold the Chartered Investment Manager (CIM®), Designated Financial Services Advisor (DFSA™) designation, Certified Executor (CEA®), and Certified Financial Planner, (CFP®) designations.

Our… Read more »
Area serviced: Vaughan, ON; Woodbridge, ON; Toronto, ON; Thornhill, ON; North York, ON; King, ON; King City, ON; Richmond Hill, ON
Area serviced: Sherwood Park, AB
The intention behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to deliberate that how essential it is to prepare for the unexpected. I want… Read more »
Area serviced: Flin Flon, MB

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
Area serviced: Vancouver, BC
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
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