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I am a Certified Financial Planner specializing in helping clients save and plan for their future to provide the chosen income and lifestyle for their retirement.  Often times this includes planning and assisting in the passing of wealth to their next… Read more »
Area serviced: Flamborough, ON
905 690 5030
 Clients are always surprised at the simplicity of my financial plans. It's been my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients… Read more »
Area serviced: Winnipeg, MB
Area serviced: Ottawa, ON; Moncton, NB; Charlottetown, PE; Abbotsford, BC
613-798-7700 ext230
As a true specialized Bond Professional at Ai Insurance, Dustin SanVido works with clients across Canada and internationally to facilitate all types of bonding needs for companies and individuals in the commercial and private sector, including Estate,… Read more »
Area serviced: Mississauga, ON

I am an Investment advisor, hold multiple licenses: Investments, Insurance, Mortgage. My mutual fund and insurance licenses are sponsored through Carte Financial Group. My mortgage license is sponsored by RateShop… Read more »
Area serviced: Scarborough, ON
Kathy Sauerborn is the Executive Vice President of Member Solutions for Noventis Credit Union.  Noventis is a strong Credit Union with over $1 billion in assets and serving 12 communities in the Interlake area of Manitoba.  Noventis offers a multitude… Read more »
Area serviced: Gimli, MB
For over 20 years, Bona has been helping individuals and families achieve their financial goals. She specializes in financial planning, allowing you the freedom and peace of mind to know you're on the right track.

Bona started her career with TD… Read more »
Area serviced: Ottawa, ON; Toronto, ON
613-680-6784 ext 233
Phil is the President of Sawyer & Associates Financial Services Ltd. He began his career in the financial industry in 1983, right after graduating from University with a degree in Economics and began what would become a very successful career as… Read more »
Area serviced: Sudbury, ON
Comprehensive financial planning, investment management and tax planning
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Area serviced: Ottawa, ON
Financial Advisor with a stress-free, confidence building, relationship-driven and client forward approach. 

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Area serviced: Peterborough, ON; London, ON; Ottawa, ON; Lakefield, ON
Area serviced: Kitchener, ON; London, ON; Milton, ON
Bryan graduated from the Odette School of Business in April 2012. He holds a Bachelor of Commerce degree with a concentration in finance. He was recognized as a member of the Golden Key Society for ranking in the top 15% of his class in academics. Upon… Read more »
Area serviced: Markham, ON