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Christine (Tina) Abarquez is the President of Abarquez Group Inc., a company she co-founded with her father in 1997.  With a focus on Retirement, Estate and Tax Planning using both investment and insurance strategies, Tina takes great pride in helping… Read more »
Area serviced: Thornhill, ON
905-707-5545
I am a financial advisor who has the accreditation of PFA . I service both individuals and corporations on their investment/insurance needs. I work  for my clients to make sure we come up with a Retirement plan that will suite their needs in the present… Read more »
Area serviced: Enderby, BC; Vernon, BC
18889652262
I am a CPA currently working with a public accounting firm. My experience includes tax planning, and preparation of tax returns for deceased individuals, estates and trusts.  My goal is to create a stress-free environment for the executors to settle… Read more »
Area serviced: Canmore, AB
(403) 678-4444
Professional Summary:
Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Retirement, Taxes, Estate, Investment, Risk Management, Training, Finance, and Insurance. Strong finance professional… Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC; Saskatoon, SK
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
My name is Ashley Akers I am a Law Clerk with Miltons Estates Law. I began my career in estates 8 years ago after graduating from the Northern College Law Clerk Program. I enjoy advising executors and loved ones from start to finish of the long process… Read more »
Area serviced: Ottawa, ON
1 249-493-6181
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

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Area serviced: Ottawa, ON
6134162020

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement"                                                                         YouTube Educator: https://www.youtube.com/MONEYwithMARKALBERT

I have… Read more »
Area serviced: Port Colborne, ON; Niagara, ON; Niagara Falls, ON; Welland, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON; Burlington, ON; Niagara-on-the-Lake, ON; Brampton, ON; North York, ON; Milton, ON; Metro Toronto, ON; Toronto, ON; Hamilton, ON
4166596655
I have been practicing in the family market for the past 50 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
I am about 95% retired as… Read more »
Area serviced: Burlington, ON
2893379308
Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge… Read more »
Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS
416-441-4146 x:321

VP, Strategic Relationships | Certified Financial Planner | Chartered Investment Manager | Family Enterprise Advisor | Certified Executor Advisor | Fellow of CSIAdrian continues to build and lead a national business unit focused on delivering a holistic… Read more »
Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON
647 409 8092

Joining the insurance industry in 2003, Gurbinder brings almost 2 decades of sales experience working the financial services fields.Gurbinder first started his journey in the insurance industry as an advisor and from there has held many positions –… Read more »
Area serviced: Surrey, BC
7789994872
My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.


Currently i hold the following designations:
CFP
QAFP
CLU
CEA
CHS
and a Bachelors in Finance. 

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Area serviced: Toronto, ON
647-546-8365