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I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity. 
Please explore… Read more »
Area serviced: Nanaimo, BC
In the business for over 20 years. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth, there are no easy answers, and may involve other highly skilled individuals… Read more »
Area serviced: Burlington, ON
I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've… Read more »
Area serviced: Ottawa, ON
With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.
Rick… Read more »
Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON
I am a financial planner, certified by CLU and CHS. Focus on providing excellent insurance protection plans for families and businesses. And open various registered accounts RRSP / TFSA / RESP for guests, and provide suggestions on the selection of segregated… Read more »
Area serviced: Markham, ON; Richmond Hill, ON
Area serviced: Toronto, ON; Listowel, ON
Cathy Toupin is a life insurance broker with more than 5 years assisting clients on a wide range of insurance and investment matters.  Having lived and worked in Alberta, Cathy is excited to expand her areas of expertise into other parts of Canada.… Read more »
Area serviced: Calgary, AB; Edmonton, AB; Airdrie, AB; Canmore, AB; Carstairs, AB; High River, AB; Okotoks, AB; Strathmore, AB
Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON
Van works with individuals and families to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with… Read more »
Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB; Lethbridge, AB; Medicine Hat, AB

Carol Trickett, Financial Consultant and owner of Trickett Financial, believes every Canadian has the right to be financially independent, providing the opportunity to feel secure and be generous to others. She has earned the designations of Certified… Read more »
Area serviced: London, ON
Area serviced: Windsor, ON