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I work with appointed estate representives one-to-one providing care after funeral services by way of estate fraud protection, time sensitive notifications, review of fiduciary duties etc.

I am a Certified Executor Advisor (CICEA), Funeral Preplanning… Read more »
Area serviced: Tantallon, NS; All, NS; Toronto, ON
902 820-2600
I have worked in the finance industry for 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.
I have attained multiple designations since starting in the field including: Certified Financial Planner,… Read more »
Area serviced: Kamloops, BC
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