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1522 Results Found
Area serviced: Sudbury, ON
705-674-1974
I have been working in the financial services industry for over 30 years.  During that time, I focused primarily on Risk Management and Compliance.  However, my love has always been assisting members with Estate Administration.   I was delighted… Read more »
Area serviced: Wainwright, AB
7808421777
Mauricio is originally from Mexico City and grew up in a business family. He completed his MBA at the University of Saskatchewan, and has now lived in Canada for over two decades. Mauricio is passionate about supporting his clients with the various aspects… Read more »
Area serviced: Edmonton, AB
7805667951




Gina Vliet, founder of Charon Consulting and Executor School, offers expertise in end-of-life planning, executorship, and resilience building. She educates small groups and families, helping them navigate issues related to death and dying, empowering… Read more »
Area serviced: Edmonton, AB; Beaumont, AB; Leduc, AB; Ft. Saskatchewan, AB; Morinville, AB; Sherwood Park, AB; Spruce Grove, AB; St. Albert, AB; Strathcona County, AB
7804450104
Tyler started Hope Financial Solutions as a personal finance coaching business in 2021. Tyler has a heart to help those in grief and need, bringing clarity and stability to their financial situation as they mourn the loss of a loved one. As a CEA, Tyler… Read more »
Area serviced: Waterford, ON
5197619943
At 24, I became the executor for my mother’s estate, a role that deeply shaped my career and understanding of estate administration. This experience occurred forty years ago and imbued me with a profound empathy for executors facing similar challenges.
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Area serviced: Calgary, AB
4038160446
Margaret Walker is a dedicated individual with a passion for family and community. Over the years, she has enjoyed walking and spending quality time with her loved ones. Margaret also has a creative side, indulging in crafts and games that bring joy… Read more »
Area serviced: Calgary, AB
4039885656
Brenda has worked with the Scotia family for over 34 years, and with The Wilkins Group for more than 26 years.  Brenda is a Certified Financial Planner and holds the Fellowship of the Canadian Securities Institute.  Brenda is able to provide… Read more »
Area serviced: Toronto, ON
4168656424
23 years in the financial planning business. I help my clients take what is important to them and make it a reality. I specialize in Retirement Planning, Wealth Management and Group Pensions and Group RRSPs. I am a CFP, CLU and a Qualifying and Lifetime… Read more »
Area serviced: Edmonton, AB
780 408 5480
Area serviced: Canmore, AB
403-678-4444
Area serviced: Ancaster, ON; Hamilton, ON; Burlington, ON; Oakville, ON
905-648-3588