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KRP is the largest independent accounting firm in Alberta.  We offer a full range of accounting services but my role specifically is to manage the estates and trusts for our firm.  As a certified Trust and Estate Practitioner, I can help the executor… Read more »
Area serviced: Edmonton, AB; Cold Lake, AB
Gabrielle attended law school at the University of Surrey in the United Kingdom. Upon her return to Canada, she completed the Internationally Trained Lawyer Pathway program at the University of Alberta and received her National Committee on Accreditation… Read more »
Area serviced: Ottawa, ON
As an Edward Jones Financial Advisor it is important for me to ensure that my clients are in the driver's seat when it comes to investing. I believe that education is the key to investing successfully. I am committed to helping my clients understand… Read more »
Area serviced: Oakville, ON
Vision Credit Union is a full service financial credit union.  We strive to provide the best service possible to our members.  I have been working in the financial industry for over 35 years.  I have worked in all aspects of the financial services… Read more »
Area serviced: Camrose, AB
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your… Read more »
Area serviced: Winnipeg, MB
With over 30 years of experience in financial services, Chantal seamlessly coordinates and manages processes within a team of Investment Advisors. Her friendly and helpful demeanor comes through in every interaction. Chantal has completed several industry… Read more »
Area serviced: Ottawa, ON
As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a… Read more »
Area serviced: Edmonton, AB
YXE Notary, owned by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK) and the Greater Saskatoon Chamber of Commerce. 
YXE Notary was established in 2018 and offers general notarial public services, execution of real estate purchase… Read more »
Area serviced: Saskatoon, SK
I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that… Read more »
Area serviced: Victoria, BC
Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps… Read more »
Area serviced: Toronto, ON; Vaughan, ON; Woodbridge, ON; Thornhill, ON; North York, ON; Newmarket, ON; King City, ON; Markham, ON; Barrie, ON; Etobicoke, ON
Nicole Rothe is a Financial Planner with Manulife Securities Investment Services Inc. and Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated from the University of Alberta with a Bachelor of Science Degree, and in 2020 achieved… Read more »
Area serviced: Spruce Grove, AB; Edmonton, AB; Sherwood Park, AB; Stony Plain, AB; St. Albert, AB
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