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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; Sarnia, 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
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
30 Years plus in the Life, Health Insurance Business, Mutual Fund Licensed, CHS and Financial Advisor working with Business Owners, Families in the construction, trades business whom own real estate looking for assistance on the Estate side has been… Read more »
Area serviced: Ottawa, ON; Arnprior, ON; Bancroft, ON; Barrie, ON; Belleville, ON; Merrickville, ON; Winchester, ON
 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 clarify the… Read more »
Area serviced: Ile des Chenes, MB
Area serviced: Ottawa, ON; Moncton, NB; Charlottetown, PE; Abbotsford, BC
613-798-7700 ext230