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I have worked with individuals, small business corporations, and registered charities since 2001 with IPC Investment Corporation. I hold various degrees, designations and professional qualifications and continue to enhance my offering through continuing… Read more »
Area serviced: Burlington, ON
9053330902


Welcome! I am Janice Van Rooy, an experienced real estate agent serving the Calgary area. 
With a career spanning real estate, wealth management, and estate planning, I bring a unique blend of expertise to help seniors and families navigate… Read more »
Area serviced: Calgary, AB; High River, AB; Okotoks, AB; Airdrie, AB; Foothills County, AB
4039929556
Stephen grew up surrounded by a business minded family who taught him the value of working hard and completing the job. He has brought those same values into both the private and public sector. After having  10+ years of experience with managing and… Read more »
Area serviced: Red Deer, AB
4035070398
Certified Executor Advisor CICEA, Financial Concierge team member, Director Superior Family Health Team Board, PFAC Member for Algoma Region.

Financial Concierge™ provides impartial, Professional Executor and Power of Attorneys (POA) services for… Read more »
Area serviced: Sault Ste. Marie, ON; Sault Ste Maire and surrounding Areas, ON
9052425929
Barry is a chartered accountant working with Owens MacFadyen Group (OMG) which is an independent wealth management firm. OMG specializes in working with high net worth, high income clients who want to see their goals integrated with the financial strategies… Read more »
Area serviced: Saint John, NB
506-649-6400


G Vanden Bosch & Associates has been based in rural Ottawa for over 35 years servicing primarily small and medium-sized businesses and their owners.  We help our clients navigate the world of financial numbers,  government demands,… Read more »
Area serviced: Kemptville, ON
6137911903

Irene Vassalo  BA, CFP®, CEA, EPC, RRC
Principal, IG Private Wealth Management, Vassalo & Associates
Irene thrives on building relationships and knows that holistic, personalized planning is key to a life well-lived. Those who benefit… Read more »
Area serviced: Kitchener, ON
519-650-7255
I am a FCPA,FCA,CGA,CFP,ICD.D and advising retired partner from a public practise firm in Alberta.   I already have significant experience acting as an executor for many different estates from farms, businesses, simple and complicated estates including… Read more »
Area serviced: Calgary, AB
7805127838

I am co-founder of Prairie Wealth Planning Consultants - a fee-based and independent financial planning firm based in Brandon, Manitoba.  
I serve as lead the Financial Planner for a select group of professionals, business owners, farmers and seniors… Read more »
Area serviced: Brandon, MB; Western Manitoba, MB; Winnipeg, MB
204-650-0909
Life will always give us challenges, it is up to you if you react, or respond, let’s build a strong plan and have a choice! Helping you find safe footing during the storm of life, securing your finances with proven financial strategies and strong… Read more »
Area serviced: Saskatoon, SK; Humboldt, SK; Melfort, SK; Prince Albert, SK; North Battleford, SK; Regina, SK; St. Brieux, SK; Tisdale, SK
604-217-1999

Richard is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Investment Manager, Certified Executor Advisor and owner of WealthSmart Incorporated. He has instructed many financial workshops since 1994,… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; Delta, BC; New Westminster, BC; Surrey, BC
6042414357
My other credentials include;  CFP - Certified Financial Panner & EPC - Elder Planning Conselor
I am a holistic advisor, I have been contracted with Sun Life 14 years.
My services include;
Life/Health Insurance, Investing, Financial Planning, Health… Read more »
Area serviced: St. Albert, AB; Ft. Saskatchewan, AB; Edmonton, AB; Sherwood Park, AB; Morinville, AB; Spruce Grove, AB; Edson, AB; Hinton, AB; Stony Plain, AB; Sturgeon County, AB; Strathcona County, AB
7809703001