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Kayla Michalenko, CEA
Financial Advisor | Life Insurance Broker

Saskatoon, SK

Moving confidently toward the future you imagine begins with that first step: Deciding who you would like to walk alongside you; as a partner in your life's journey.

So, on top of making sure the advisor you choose is knowledgeable, trustworthy… Read more »

Area serviced: Saskatoon, SK; All, ON; All, SK

306-242-6625

https://www.edwardjones.ca/ca-en/financial-advisor/kayla-michalenko

Diana Mick, CEA
Manager Tax Retirement& Estate Planning

Waterloo, ON

Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance, Estate… Read more »

Area serviced: Waterloo, ON

2266479016

Joshua Middleton, CPA, CGA, C.I.M., CEA
Senior Tax Manager

London, ON

I am a Senior Tax Manager in the Domestic Tax Team at Doane Grant Thornton LLP, London, with 13 years of experience in public accounting. My areas of expertise consists of compliance and planning services to owner-managed enterprises, Trusts and… Read more »

Area serviced: London, ON

5197441970

https://www.doanegrantthornton.ca/

Phil Mikhail, CFP, CIM, FMA, CIWM, CEA, CEA
Senior Investment Advisor and Portfolio Manager

Whitby, ON

As a Senior Investment Advisor and Portfolio Manager with TD Wealth Private Investment Advice.
I service High Net Worth clients and business owners, managing their holistic financial plan.
I focus on getting a deep understanding of all aspects… Read more »

Area serviced: Whitby, ON

9054208201

Kate Miljevic, CEA
CFP

Peterborough, ON

# Read more »

Area serviced: Peterborough, ON; Port Perry, ON

905-999-3195

Uncovertherisk.com

Kristie Miller, CEA
Mrs

Brandon, MB

Area serviced: Brandon, MB

2045785500

Daniel Miller, CEA
Senior Financial Consultant

Guelph, ON

Area serviced: Guelph, ON

519-784-4151

www.experiorfinancial.com

Sherry Miller, CEA
Account executive

Kingston, ON

Area serviced: Kingston, ON

6135407506

Devon Miller, CEA
Vice President, Partnerships & Distribution

Toronto, ON Burlington, ON

Area serviced: Toronto, ON; Burlington, ON

289-816-3072
905-510-3603

www.clearestate.com

Trevor Miller, CFP, RIAC, RRC, CEA
Investment Advisor

Kelowna, BC

Area serviced: Kelowna, BC

2898121171

www.cherryhillprivatewealth.ca

Thomas Mills, Candidate
Wealth Planner

Clarence-Rockland, ON

# Read more »

Area serviced: Clarence-Rockland, ON

6135581649

Matthew Milner, CEA
Financial Planner

St. Catharines, ON

Area serviced: St. Catharines, ON

9056874063

Jeff Minaker, CEA
Account Executive

Waterloo, ON

Account Executive for Empire Life
Read more »

Area serviced: Waterloo, ON; London, ON; Windsor, ON

6472912239

empire.ca

Paul Mineiro, Candidate
Accountant

Mississauga, ON

Serving clients by providing clarity and direction in regards to income tax filings. Resourceful and professional.

Read more »

Area serviced: Mississauga, ON

(905) 858-9050

www.padgettmississauga.ca

Joseph Miniaci, B.Comm, CFP, RRC, EPC, CPCA, RIS, CEA, CEA
Executive Financial Consultant

Toronto, ON

Area serviced: Toronto, ON

4169370512

https://www.ig.ca/en/advisor/joseph_miniaci

Area serviced: Waterloo, ON

She is currently Manager Tax Retirement & Estate Planning with Empire Life

Designations CLU, RHU, CEA

Area serviced: London, ON

Area serviced: Whitby, ON

As a Senior Investment Advisor and Portfolio Manager with TD Wealth Private Investment Advice.

I service High Net Worth clients and business owners, managing their holistic financial plan.

I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs.

I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.

Area serviced: Peterborough, ON; Port Perry, ON

Area serviced: Brandon, MB

Area serviced: Guelph, ON

Area serviced: Kingston, ON

Area serviced: Toronto, ON; Burlington, ON

Area serviced: Kelowna, BC

Area serviced: Clarence-Rockland, ON

Using Optimize's Multi-Family Office Suite, I integrate estate planning, insurance solutions, and debt management into a cohesive plan to help clients preserve and grow assets.

Area serviced: St. Catharines, ON

Area serviced: Waterloo, ON; London, ON; Windsor, ON

Account Executive for Empire Life

Area serviced: Mississauga, ON

Serving clients by providing clarity and direction in regards to income tax filings. Resourceful and professional.

Area serviced: Toronto, ON

Joseph is a member of the Toronto Downtown management team of professionals who specializes in retirement planning, insurance planning, tax reduction & wealth management services. Joseph takes pride in building lasting client relationships through sound planning advice, specifically to families of working professionals, small business entrepreneurs, & medical specialists.

Joseph’s comprehensive wealth management approach focuses on educating clients to establish the necessary financial habits to achieve their goals. He then creates a uniquely tailored financial plan to execute those goals which are predicated on sound advice & discipline, leaving nothing to chance. In a business built on trust, Joseph places a premium on exceptional client servicing & relationship building.

Joseph is an advocate of continuing education and holds some of the industry's most prominent financial certifications, including the CERTIFIED FINANCIAL PLANNER & Registered Retirement Consultant designations. Through the course of his career, Joseph has lectured to hundreds of Advisors across the province and continuously hosts financial education seminars to guests across the GTA.