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Mimi has been helping clients in the Life Insurance and Investment Industry for 39 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every… Read more »
Area serviced: Peterborough, ON; Ajax, ON; Aurora, ON; Clarington, ON; Cobourg, ON; Brighton, ON; Durham, ON; Kanata, ON; Kingston, ON; Lindsay, ON; Oshawa, ON; Whitby, ON; Uxbridge, ON; Trenton, ON; Scarborough, ON; Richmond Hill, ON; Prince Edward, ON; Ottawa-Carleton, ON; Gananoque, ON
7057427331
I have been named Executor for estates totalling over $15M.  I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing… Read more »
Area serviced: Toronto, ON
416 723 3316
Carl Rumanek is the founder and president of Rumanek & Company Ltd. In 1967 Carl became a Chartered Accountant and practiced for 16 years before becoming interested in the insolvency field. In 1983, he began providing insolvency services and became more… Read more »
Area serviced: North York, ON

Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA).  Also Dementia Friendly Advisor DFA.  For the Investment side,Exempt market advisor Gino also represents Rethink… Read more »
Area serviced: Ottawa, ON; Gatineau, QC; Kanata, ON; Kingston, ON; Orleans, ON; Renfrew, ON; Gloucester, ON
613-978-7526
Founder and president of Acquaint Financial, a firm providing independent and unbiased financial wellness solutions to employees and plan members across North America. Read more »
Area serviced: Brampton, ON
905-595-1323 x331
For over fifty years, my family has been working with individuals and corporations throughout Canada, with a focus on Ontario, assisting them with their financial planning.

We have one simple goal in mind when we work with a company or an individual… Read more »
Area serviced: Toronto, ON
1-855-752-6948
I'm part of a team of financial planners who make the world a better place through responsible investing and philanthropic planning. We serve clients across Alberta, BC, and Ontario.
No-obligation appointments are available here.
Read more »
Area serviced: Sherwood Park, AB; Edmonton, AB
780-449-1487
Zoe Smith is an estate planning and administration lawyer at Nakano Smith Law Group in Oakville.

Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care,… Read more »
Area serviced: Oakville, ON; Burlington, ON; Toronto, ON; Mississauga, ON
647-913-4961
Randy is a life experienced insurance advisor and broker.  He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions.   My area of expertise is helping policyowners and their… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; North Vancouver, BC; Delta, BC; Langley, BC; Coquitlam, BC; Abbotsford, BC; New Westminster, BC; Port Moody, BC; Surrey, BC; Whistler, BC; Kelowna, BC; Victoria, BC; Dawson Creek, BC; Vernon, BC; Port Coquitlam, BC; West Vancouver, BC; Squamish, BC
(604) 418-2186
(604) 688-7208
Stuart W. Statton, CFA, CIM , FCSI has over 24-years of wealth management experience.  Currently, I am an Associate Portfolio Manager that offers discretionary portfolio management, tax planning, financial planning, insurance and estate planning… Read more »
Area serviced: Toronto, ON
4168623146
With 28 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for… Read more »
Area serviced: Oak Bluff, MB; Brandon, MB; Calgary, AB; Winnipeg, MB; Vancouver, BC
204-292-7787
I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients… Read more »
Area serviced: Paris, ON
519-302-9511

Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.
We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30… Read more »
Area serviced: Vaughan, ON; Brampton, ON
4167315269
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals… Read more »
Area serviced: Oakville, ON
905-842-8288