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Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money.
I believe that an educated client is a satisfied client and that financial success is a matter… Read more »
Area serviced: Oakville, ON
We assist our clients in the three “W’s” of wealth:  wealth creation, wealth preservation, and intergenerational wealth transfer.
At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand… Read more »
Area serviced: Headingley, MB; Winnipeg, MB; Western Manitoba, MB; Brandon, MB; La Salle, MB; Winkler, MB; Portage la Prairie, MB; The Pas, MB; Niverville, MB; Stonewall, MB; Steinbach, MB
Second Half Solutions is a boutique financial planning firm, specializing to create client financial awareness through a transparent and accountable process. Scott Spence is the founder / principal of Second Half Solutions Ltd. Scott's diverse financial… Read more »
Area serviced: Winnipeg, MB
Aaron Spink is the Vice President & Market Manager for TD Private Wealth Management in Edmonton.  He leads a team of Wealth Advisors, Senior Private Bankers, and Wealth Professionals, providing exceptional customer service and… Read more »
Area serviced: Edmonton, AB

Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management… Read more »
Area serviced: Abbotsford, BC; Burnaby, BC; Chilliwack, BC; Coquitlam, BC; Kelowna, BC; Cranbrook, BC; Kimberley, BC; Langley, BC; Maple Ridge, BC; Mission, BC; New Westminster, BC; North Vancouver, BC; Osoyoos, BC; Kamloops, BC; White Rock, BC; Whistler, BC; West Vancouver, BC; West Kelowna, BC; Vernon, BC; Vancouver, BC; Surrey, BC; Richmond, BC; Delta, BC; Penticton, BC
(604) 855-6846
I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed… Read more »
Area serviced: Guelph, ON
Professional office with four full time Advisors and four support staff.
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Area serviced: Goderich, ON
Peter has over 20 years in financial services, having begun with Met Life and later moving to RBC Royal Bank.  A Certified Financial Planner, he  a founding partner in The NAV Group Incorporated in Trenton, Ontario, and is licenced for mutual funds… Read more »
Area serviced: Trenton, ON
Russ is the owner of Accuracy Plus Tax Service. He has been providing sound financial advice for over 20 years. He holds the professional designation of Certified Financial Planner Licensee, which is recognized internationally as the hallmark of the… Read more »
Area serviced: Kingston, ON
I, Glenn Stewart now offer Retirement Planning, Insurance and Executor Advice to clients. I develop each clients' individual needs and help them in choosing unique services to assist them in attaining their goals. So, whether you're seeking Tax Savings,… Read more »
Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Waterloo (Region), ON
519-896-9970 or 1-800-256-8685
Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.  I first became… Read more »
Area serviced: Calgary, AB; Victoria, BC