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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 focus on ethical financial planning and responsible investment. We serve clients across Alberta and BC and can provide an entirely virtual client experience.
No-obligation appointments available here.
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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 21-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 strategies. … Read more »
Area serviced: Toronto, ON
4168623146
With 27 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; Regina, SK
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: Brantford, ON
5197511537

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: North York, 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
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Brampton, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and… Read more »
Area serviced: Brampton, ON; Mississauga, ON; Metro Toronto, ON; Toronto, ON
(416)986-8477
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.

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Area serviced: Toronto, ON
416 493-9977
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
Brent is the President of the Certified Executor Advisor Network (CEAN), he also operates his financial advisory firm, Barron's Financial Group Inc. With over 36 years of professional advisory,… Read more »
Area serviced: Mississauga, ON; Calgary, AB; Vancouver, BC
905-891-9543
Micheline Varas, BA, RHU, RFC, EPC, GBDS
Senior Partner, Senior VP Living Benefits
CustomPlan Financial Advisors
Micheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective… Read more »
Area serviced: Vancouver, BC; Winnipeg, MB; Regina, SK; Calgary, AB; Toronto, ON
604 646-5805