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I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values,… Read more »
Area serviced: Richmond Hill, ON
I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University… Read more »
Area serviced: Montreal, QC
I have been a full time Professional Realtor serving the Mississauga and the surrounding areas since 1985. 
Throughout the years, as it still is today my main focus has always been to help families… Read more »
Area serviced: Mississauga, ON
Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor… Read more »
Area serviced: Mississauga, ON
Having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.
My greatest satisfaction comes from all the thank-you… Read more »
Area serviced: Ottawa, ON; All, ON; All cities , NL; All, NB; All, NS; All cities, PE; All, SK; All, MB; All, AB; All, BC; All, NT; All, NU; All, YT
I have often been told that the older you get the faster time goes and that statement is starting to really ring true. As I reflect on 20 years partnering with families and individuals working towards their goals and what is important to them, there… Read more »
Area serviced: Calgary, AB
As a Certified Financial Planner and now a Certified Executor Advisor, I have made a commitment to serving my clients as best as possible and I am continualy  looking for ways to improve on this. 
Having a dedicated associate, allows me to… Read more »
Area serviced: Burlington, ON
905 336 5090
“Your financial life caddie”
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best… Read more »
Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON
A Certified Executor Advisor CEA, Certified Relocation and Transition Specialist (CRTS) and a Member of the National Association of Senior Move Managers. NASMM. 
Transitioning seniors, assisting with the entire process of   getting their home ready… Read more »
Area serviced: Innisfil, ON; Barrie, ON; Orillia, ON; Alliston, ON; Collingwood, ON; Aurora, ON; Blue Mountains, ON; Angus, ON; Bracebridge, ON; Churchill, ON; Coldwater, ON; East Gwillimbury, ON; Gravenhurst, ON; Huntsville, ON; King City, ON; Newmarket, ON; Parry Sound, ON; Simcoe, ON