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I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that… Read more »
Area serviced: Victoria, BC

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.
With more than thirty-eight years in the funeral and cemetery industries, I have gained vast experience assisting… Read more »
Area serviced: Scarborough, ON; Peterborough, ON; Uxbridge, ON; Toronto, ON
Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps… Read more »
Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON
I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.  
I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost… Read more »
Area serviced: London, ON
I'm a Financial Planner with over 30 years experience servicing clients all over Canada. I provide comprehensive financial planning advise with an emphasis on Pre-Retirement Planning. I'm also a Certified Retirement Coach to help clients with the non-financial… Read more »
Area serviced: Nepean, ON
Financial advisor for 37 years serving clients in Canada as well as USA with an MBA, CFP, CSC, CSA ,CFRE and CFC degrees and designations.. In addition to having full financial service offices for clients also has In-depth experience in charitable… Read more »
Area serviced: Moose Jaw, SK

My Services:

1. Comprehensive Financial Planning
2. Retirement Planning
3. Wealth Creation, Wealth Preservation and Wealth Transfer to future generation
4. Children Education Savings plans, RESP
5. Income Replacement, Critical Illness and… Read more »
Area serviced: Vaughan, ON