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 first became interested in Finance when I started investing in the Shanghai/Shenzhen Stock Exchange in 1996 in China. To further improve my financial and investment expertise, I obtained my bachelor degree in Commerce with High Distinction from the University of Toronto in 2005. After graduation I worked for various accounting firms including KPMG where I obtained enormous experience in financial and tax planning including personal, corporation, and income trust. I obtained my Chartered Accountant designation in 2009 and I also currently hold the CPA designation.

Driven by my strong interest in financial investment, I joined Edward Jones in 2016. As a financial advisor, I help my clients mitigate their risk and protect their hard-earned money while working together to grow it. I seek to bring investment, insurance, education, retirement, estate and tax planning strategies into one financial plan that helps my clients achieve their long-term goals.

My goal is to work, build and deepen relationships with my clients who appreciate the excellent service and advice that I provide. I perform regular check-ups with clients for good financial health. Performance monitoring and maintaining an asset allocation in line with your changing profile is central to my role. I will keep you informed of progress toward your goals to ensure you will always have enough and everything will be okay.

I believe education is very important and our team regularly hosts seminars that educate and inspire women, seniors, business owners and their families.

I’ve been providing financial services as insurance agent for over ten years. The main services i provide to my clients is setting up the financial plans based on their insurance and investment needs and doing retirement planning through the comprehensive financial knowledge and concept.

I am a financial Advisor with Edward Jones for 15 years, a CFP. helping clients investment management, financial planning.

Gordon's is an integrated real estate and transition company, specializing in customers who are settling an estate or downsizing. 

We focus on working with people who are looking for detailed guidance and support for their finances. Whether it be the sale of a property or business, going through a separation or divorce, preparing for retirement, or receiving an inheritance, we help people who are experiencing some kind of financial transition in their life.

Working with us can be summarized in three parts: First, we take the time to get to know our clients on a personal level to understand what they are going through, what they need, and what is most important to them. Then, with access to all of the resources of Edward Jones, we use an established process to create personalized and detailed strategies designed to address those needs. Finally, because things change over time, we partner with our clients for the long-run to ensure everything stays on track.

Planning, guidance, and oversight is at the center of my role as a professional advisor. That's why I also attained the CFP® certification; so that I can provide the technical knowledge required to effectively guide my clients through the changes affecting their finances.

Sandra Carreiro is the Branch Office Administrator, and she is dedicated to providing our clients with the highest level of service possible. She can be called on for appointment bookings, copies of statements or tax slips, or account questions in general.

Born and raised in Ottawa, I lived in Kingston for 11 years before relocating to Milton in 2015 to be closer to my family. As well as being a full service Financial Advisor, I also sit on the Board of Directors with the Community Foundation of Halton North (CFHN), am the President of the Halton Scotch Whisky Society, and a lover of Formula One. I live in Milton with my wife, Ami, and our 5 year-old son, Dean.

If you're experiencing a financial transition like those listed above, and would like more details on how we can help, please feel welcome to contact us. We look forward to speaking with you.

Izzio Financial

I am providing Civil and criminal legal consultation in Iraqi law for my Iraqi Canadian living in Canada.

I am Founder and President of TAVINA Management Corporation, a consulting company based in Vancouver, which provides Family Office Services and access to Investments in Canada for High net Worth European clients. With more than 30 years experience in the Financial Industry in various Senior Management positions in European financial institutions, I am able to provide a holistic advice with regard to the international wealth and estate planning needs of our demanding clients. Besides being a Certified Generation Advisor by the German Financial Planning Standard Board (FPSB), I am also certified as German Executor of a Will. More details can be found on my website www.tavina.ca 

I am a professional financial advisor focused on full cycle financial planning from the cradle to the grave, make sure every client has suitable plan for each period, your choice makes your life more easier, trust me to bring you a bright future. 

My name is Lisa Jibson. I have an MPA in Public Administration from Western University and an undergraduate BA in Geography and Political Science also from Western. I own and operate a small business called Ross Street Agency Inc.  I specialize in Executive Administrative services, Government Relations, Writing, Research, HR assistance, and Estate Assistance. I work virtually across Canada and the US.  You can hire me for an hour, a day, a week or by project.  

Sunrise Credit Union strives to provide exceptional products, service and education to our members in each of our communities.  Serving as VP Wealth & Marketing provides me the opportunity to provide our members with access to wealth advisors and planning teams to meet any member's particular needs.  Continuing education as a Certified Innovation Execituve (CIE) as well as completing the governance and leadership institute of Rotman School of Management provides an excellent knowledge base upon which to add the Certified Executor Advisor training.  Members of our Credit Union and Community are in need of the assistance a CEA can provide.