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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
I work for TD Private Wealth Management. As a Wealth Advisor, I represent three main buckets: 1. Private Banking 2. Investment Management 3. Private Trust. As a Wealth Advisor, I regular meet new clients, plus go through a re-discovery with existing… Read more »
Area serviced: Toronto, ON
As Manager of Branch Experience I am responsible to manage the Member Services staff which includes MSS's and Deposit Service Representatives.  DSR's and MSS's deal with many estates situations.  As Manager, I assist with Estates and speak with many… Read more »
Area serviced: Gimli, MB
Having over 28 years experience in the financial services sector and being a dual licensed Certified Financial Planner, I offer a full range of Financial Services in my community.   My services include life, disability, critical illness and health… Read more »
Area serviced: Sudbury, ON

Barry Soper, Certified Financial Planner, and licensed financial advisor since 1998, is a seasoned professional with 25 prior years of experience in business, mortgages, real estate investment and development, giving him the depth of knowledge and life… Read more »
Area serviced: North Vancouver, BC; Vancouver, BC; West Vancouver, BC