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Saskatoon, SK

I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure busy sales professionals know where they are in relation to what is most important… Read more »

Area serviced: Saskatoon, SK; Regina, SK

306-664-1969

edwardjones.com/blairlukan

Victor Lukassen, CEA
Senior Private Banker

Windsor, ON

Building net worth:I know how important it is to build your wealth soyou can enjoy life’s priorities and achieve your visionfor the future. Working together we can developinnovative strategies to help grow your net worth byidentifying which credit… Read more »

Area serviced: Windsor, ON

5199722107

Claudine Lukawesky, Candidate
Advocacy Consultant

Toronto, ON

Area serviced: Toronto, ON

416-423-5522

Clara Lum, Candidate
Associate Portfolio Manager

Vancouver, BC

Area serviced: Vancouver, BC

(604) 631-2654

Samson Luong, CEA
Life and Health Insurance Advisor

Markham, ON

Area serviced: Markham, ON

905-470-7788

Scott Lutz, CEA
Insurance/Financial Advisor

Yarmouth, NS

Area serviced: Yarmouth, NS

902-742-7813

Gregory Luxon, CEA
Funeral Director

Waterdown, ON

Area serviced: Waterdown, ON; Hamilton, ON

905-689-4852

kitchingsteepeandludwig.com

John Ly, CEA
Director

Surrey, BC

Area serviced: Surrey, BC

6047653689

lyandassociatesfg.com

Rae-Anne Lychak, CEA
Supervisor Member Services

Stonewall, MB

Area serviced: Stonewall, MB

204-467-3177

David Lyon, Candidate
Senior Wealth Advisor

Burlington, ON

# Read more »

Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Markham, ON; Hamilton, ON; Metro Toronto, ON

416-785-0513

watermarkwealthmanagement.ca

Sandy Lyons, Candidate
CPA, CA, CIRP, CFE, LIT

Lethbridge, AB

Over 40 years of helping small businesses and individuals plan for their financial future.
Read more »

Area serviced: Lethbridge, AB; Brooks, AB; Calgary, AB; Coaldale, AB; Fort Macleod, AB; Medicine Hat, AB; Picture Butte, AB

403-308-9869

Lisa Lyttle, CEA
Wealth Strategist

Cochrane, AB

Lisa has been a financial coach and planner for over 20 years and is passionate about helping families & small businesses create financial clarity and fund their dreams.
She is the owner of Ellements Financial Group, helping clients of all ages with… Read more »

Area serviced: Cochrane, AB

4038750123

ellementsgroup.com

Michelle Maandag, CEA
Wealth Planning Consultant

Oakville, ON

Area serviced: Oakville, ON

2899811326

Charlie Maaskant, Candidate
CFP

London, ON

Estate & Succession Planning
Retirement Planning
Risk Management Planning
Charitable Planning

Read more »

Area serviced: London, ON

519 680 3043

www.maaskantfinancial.ca

Ann Mac, CEA
Business Development Consultant, CLU, QAFP, CHS, CEA

Calgary, AB

With over 20 years of dedicated experience in financial services, Ann brings a demonstrated commitment to expertise and ethical client care. She is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Certified Health Specialist… Read more »

Area serviced: Calgary, AB

(778) 869-9823

www.sunlife.ca

Area serviced: Windsor, ON

Building net worth:

I know how important it is to build your wealth so

you can enjoy life’s priorities and achieve your vision

for the future. Working together we can develop

innovative strategies to help grow your net worth by

identifying which credit strategies and investment

solutions match your current lifestyle and needs. Our

team of professionals can work with you to develop an

effective plan to help you make your vision a reality.

Implementing tax-efficient strategies:

You’ve worked hard to accumulate your wealth and

I want to help you to make the most of it. Working

closely with you and your tax advisors, I’ll create

an integrated wealth strategy that will structure your

investment portfolio to help reduce tax exposure and

keep income available as and when you need it.

Protecting what matters:

Life is filled with uncertainty and that’s I'm

committed to delivering advice and solutions to

help protect the things you value at every life stage.

Whether through comprehensive risk strategies or

connecting you with a specialist in trusts, estates and

other risk mitigation products, I’ve got the expertise

to create a comprehensive plan that’s right for you.

Leaving a legacy:

You are the architect of your legacy and I can help

you with the blueprint. I will collaborate with you to

identify your top priorities, from estate planning and

trusts to gifting and philanthropy. My goal? To help

you optimize the transfer of your wealth.

Area serviced: Toronto, ON

Area serviced: Vancouver, BC

Area serviced: Markham, ON

Area serviced: Yarmouth, NS

Area serviced: Waterdown, ON; Hamilton, ON

Area serviced: Surrey, BC

John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT. After that, he finished his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia. Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year with the company in 2016. Since then, John has shifted his focus to working in the Corporate Insurance market where he specializes in helping small to medium size business owners find tax-efficient retirement and estate planning solutions. John has a history of collaborative work with many different partners, including accountants, lawyers, and other high-level planners.

John has also quickly qualified as a member of Million Dollar Round Table (MDRT), a distinctive award given to top producing advisors in the Life Insurance industry. He recently acquired his Elder Planning Counsellor designation through the Canadian Institute of Elder Planning Studies which has provided invaluable advice to help him assist his ageing clients. John is also set to write his Certified Financial Planner’s designation exams in 2018. In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson. John is a lifelong learner and is continually striving to hone his craft daily with continuing education courses.

Area serviced: Stonewall, MB

Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Markham, ON; Hamilton, ON; Metro Toronto, ON

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Area serviced: Lethbridge, AB; Brooks, AB; Calgary, AB; Coaldale, AB; Fort Macleod, AB; Medicine Hat, AB; Picture Butte, AB

Over 40 years of helping small businesses and individuals plan for their financial future.

Area serviced: Cochrane, AB

Lisa has been a
financial coach and planner for over 20 years and is passionate about helping
families & small businesses create financial clarity and fund their dreams.

She is the owner of Ellements Financial Group, helping clients of all ages with holistic full financial planning services, from investments to insurance.

Lisa
is also the author of Strut: How to Kick Financial ASSets in Sexy Shoes for
Women, Speaker, Blogger and lives with her family in Cochrane, Alberta.

Area serviced: Oakville, ON

Area serviced: London, ON

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Area serviced: Calgary, AB

Dedicated to ongoing growth and excellence, with the expertise to support clients through their financial path.