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I am a financial advisor and portfolio manager primarily servicing high net worth families and business owners. My practice is focused on assisting clients through complex transitions such as major asset sales or purchases, retirement, and estates. I… Read more »
Area serviced: Vancouver, BC
6047376713
I'm a CPA and CFP with over 20 years experience in financial services.I currently manage a client base of 450 families, acting in an advisory and consultancy role. Read more »
Area serviced: Listowel, ON
519-291-4803
Tim Lau demonstrates "To do or not to do"  by comparing  with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live… Read more »
Area serviced: Richmond, BC; Vancouver, BC
+16042780122 ext 106
we have an average size practice with 4 advisors and 2 full time assistantsgeographically we cover a territory from elliot lake to thunder bay we have a wide range of clients , but are looking to be the added resource clients are looking for… Read more »
Area serviced: Sault Ste. Marie, ON
7052510042
My name is Christine, my educational background is as an Insurance Advisor I then changed careers to become a Thanadoula - End of Life Care Midwife, which I went to school for as well as through the Funeral Director course.  I am currently… Read more »
Area serviced: Toronto, ON
416-317-2622
As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and… Read more »
Area serviced: Kingston, ON; Belleville, ON; Peterborough, ON; Brockville, ON
613-544-4114
I am a Real Estate Broker and I own the Burlington Branch of Davenport Realty.  We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, and I am about to publish my first book 'Selling your… Read more »
Area serviced: Burlington, ON; Ancaster, ON; Dundas, ON; Hamilton, ON; Oakville, ON; Stoney Creek, ON; Waterdown, ON; Milton, ON; Glanbrook, ON; Grimsby, ON
0905 320 8306
My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within… Read more »
Area serviced: Vancouver, BC
(604) 862-8783
Area serviced: Toronto, ON
905 483 0561
Dana Mitchell is the Principal of Basis Wealth Inc. and in her 16th year in the wealth planning industry. Basis Wealth Inc., located in Toronto Canada, creates comprehensive financial plans for their clients that include insurance as well as wealth accumulation… Read more »
Area serviced: Toronto, ON
4165508118
Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter… Read more »
Area serviced: Halifax, NS; Cape Breton Regional Municipality, NS
902-449-4055