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Calgary, AB

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

4032250051

https://www.edwardjones.ca/ca-en/financial-advisor/jonathan-shaw?utm_source=google&utm_medium=cpc&utm_campaign=ggl-x-20512436288---&gad_source=1&gclid=EAIaIQobChMIyIPC7PaehAMVlR-tBh0xYQZXEAAYASAAEgKWKvD_BwE

Greg Shaw, CEA
CEO

Chilliwack, BC

I have been a financial advisor since 2003, helping families navigate the ever changing financial landscape. Focusing on helping everyone regardless of their financial net worth.
In 2012, I became an EPC - Elder Planning Councillor and have helped… Read more »

Area serviced: Chilliwack, BC

6048462425

www.wealthstone.ca

Cory Sheehan, CEA
Financial Advisor

Burlington, ON

Area serviced: Burlington, ON

905 336 5090

https://www.edwardjones.ca/ca-en/financial-advisor/cory-sheehan

Brandi Sherman, CEA
Senior Business Manager

Toronto, ON

Area serviced: Toronto, ON

4167126752

spokefinancial.com

Bill Shewfelt, CEA
Your Financial Caddie

Kincardine, ON

“Your financial life caddie”
In golf, your caddie is 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 strategy… Read more »

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

519-396-3874

shewfeltfinancial.com

Judith Shibata, CEA
Account Executive

Markham, ON

Area serviced: Markham, ON

416-209-2477

Tanya Shields, CEA
Certified Executor Advisor

Innisfil, 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

705-896-6040

Www.lifestylemoves.ca

Janet Shimizu, CEA
Small Business Coach

Gibsons, BC

Area serviced: Gibsons, BC

6042500695

Sarah Shipley, CEA
Lawyer

Whitby, ON

Sarah grew up in Durham and lived in the Whitby area between 2001 and 2022, when Sarah relocated to Clarington. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law with offices in Whitby and Newcastle.
Sarah’s practice is… Read more »

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON; Clarington, ON

905-666-8588

www.jnslaw.ca

Alireza Shirvani, CEA
Wealth advisor

Thornhill, ON Toronto, ON

# Read more »

Area serviced: Thornhill, ON; Toronto, ON

4168333185

Laura Shylko, CEA
B.Comm, LL.B, FEA, TEP

Edmonton, AB

Lawyer with 20 years of experience advising high net worth families on business succession and estate planning. Called to the Alberta and California Bars.
Read more »

Area serviced: Edmonton, AB

780-490-5534

www.phronesis.law

Mitchell Silber, CEA
Financial Planner

Toronto, ON

Area serviced: Toronto, ON

4162587715

Brandon Silbermann, CEA
Financial Advisor

Waterloo (Region), ON

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Owen Sound, ON; Brampton, ON; Mississauga, ON; Collingwood, ON; Newmarket, ON; Hamilton, ON; Kitchener, ON; Stratford, ON

1.519.747.7727

www.greysilowealth.ca

Jeremiah Silbernagel, CEA
Financial Planner

Sherwood Park, AB

Area serviced: Sherwood Park, AB

7804386888

Jessica Simeonidis, CEA
Associate Consultant

Winnipeg, MB

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Area serviced: Winnipeg, MB

2042984189

LawtonPartners.ca

Area serviced: Chilliwack, BC

I have been a financial advisor since 2003, helping families navigate the ever changing financial landscape. Focusing on helping everyone regardless of their financial net worth.

In 2012, I became an EPC - Elder Planning Councillor and have helped many families deal with 'End of Life' planning, providing compassionate and practical advice during challenging times.

Area serviced: Burlington, ON

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 spend my time having deep conversations and understand what's truly important to my clients. This then helps to put a detailed, personal and actionable plan in place to help our clients achieve their goals and fulfill their purpose. Even in some cases aligning their investment portfolio with their values.

Being independent from a large corporation allows me to act transparently and without bias toward any product which allows me to access the best fitted solution for my clients.

I look forward to the opportunity to meet you.

Area serviced: Toronto, ON

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

“Your financial life caddie”

In golf, your caddie is 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 strategy in playing it.

A financial caddie is the person who cares for a person's financial goals and gives insightful advice and moral support. A good financial caddie is aware of the challenges and obstacles of the life being lived, along with the best strategy for financially living it.

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success

Shewfelt Financial has been the premier provider of life insurance, investment advice and estate planning for Kincardine and surrounding areas for over 40 years.

Area serviced: Markham, 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 for sale, downsize, declutter, plan, pack, move, unpack and complete set up. Turnkey moving for our clients from the family home right to the new condo or Retirement Community the same day. We Take care of all the details from beginning to end We return to the family home to manage remaining assets and ensure it’s ready for closing.

Full estate clean-outs which includes providing an inventory of the home, follow Executor’s instructions with regard to selling, donating, packing up items for family and ensure the home is emptied in a dignified and organized manner. Ensure all documentation and personal items are organized, packed and available for the Executor. Assist Executor with forms, procedures and whatever else can be completed to close the estate in a timely manner..

Offering Executor Services for those without family close by, or no family or wishing a 3rd party to handle their estate.

Area serviced: Gibsons, BC

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON; Clarington, ON

Sarah’s practice is restricted to advising and representing
clients with respect to all matters relating to estate administration, estate
litigation, trust administration, passing of accounts applications, guardianship,
preparation of Wills & Powers of Attorney, estate planning and ‘probate’.

Area serviced: Thornhill, ON; Toronto, ON

Wealth Advisor for high net worth clients

Area serviced: Edmonton, AB

Lawyer with 20 years of experience advising high net worth families on business succession and estate planning. Called to the Alberta and California Bars.

Area serviced: Toronto, ON

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Owen Sound, ON; Brampton, ON; Mississauga, ON; Collingwood, ON; Newmarket, ON; Hamilton, ON; Kitchener, ON; Stratford, ON

I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario, Manitoba, and Alberta. I specialize in working with business owners in technology, agriculture, construction, demolition, and the skilled trades. The 1000+ existing clients in these industries have formed the cornerstone of our client base for over 30 years. Our familiarity with the issues and opportunities in these industries help us give tailored advice.

I've been quoted in The Globe And Mail, on Advisor.ca, and featured in Investment Executive for our strategies to attract and maintain relationships with millennials and young entrepreneurs.

» brandon.silbermann@manulifesecurities.ca

» (519) 747- 7727 ext. 202

Area serviced: Sherwood Park, AB

Area serviced: Winnipeg, MB