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I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values,… Read more »
Area serviced: Richmond Hill, ON
I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University… Read more »
Area serviced: Montreal, QC
Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor… Read more »
Area serviced: Mississauga, ON
Having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.
My greatest satisfaction comes from all the thank-you… Read more »
Area serviced: Ottawa, ON; Ottawa-Carleton, ON; Manotick, ON; Orleans, ON; Osgoode, ON; Kanata, ON; Cornwall, ON; Chesterville, ON; Cumberland, ON; Gloucester, ON; Perth, ON; Nepean, ON; Merrickville, ON; Smiths Falls, ON
“Your financial life caddie”
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best… Read more »
Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON
Sarah grew up in Durham and has lived in the Whitby area since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in Whitby. 
Sarah’s practice is restricted to advising and representing clients with respect to all matters relating… Read more »
Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON
My profession is a relationship financial advisor, dedicated to providing  four pillars of service; Investment, estate, tax and financial planning.  I am part of a larger team of professionals that all share the same value of quality, clear, concise… Read more »
Area serviced: Collingwood, ON
(705) 444-1524
I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario, Manitoba, and Alberta. I specialize in working with business owners in technology, agriculture, construction, demolition, and the skilled trades.… Read more »
Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Owen Sound, ON; Brampton, ON; Mississauga, ON; Collingwood, ON; Newmarket, ON; Hamilton, ON; Kitchener, ON; Stratford, ON

Tim has called Western Manitoba home for over 45 years. Tim assumed several senior Controllership roles, after graduating with his Certified General Accountant designation in 1991 and before founding West-Can Human Resource Solutions Inc. in 1996.… Read more »
Area serviced: Brandon, MB; Western Manitoba, MB
204-724-7117 or 204-717-7117