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1533 Results Found

Port Colborne, ON

Family Business for over 5o years servicing the Port Colborne and surrounding areas.
Insurance speicalist/ financial planning
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Area serviced: Port Colborne, ON

9057145513

Laura Friedrich, Candidate
Executive Director

D'Arcy, BC

Area serviced: D'Arcy, BC

778-953-2210

Jacqueline A. Fyfe, Candidate
Financial Advisor

Toronto, ON

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Area serviced: Toronto, ON

416-816-9121

Michael Gao, Candidate
Owner

Richmond, BC Richmond, BC

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Area serviced: Richmond, BC

7783865210
6043700888

www.mgaocpa.com

Janice Garbutt, Candidate
Broker

Ottawa, ON

Area serviced: Ottawa, ON

(613) 878-4803

www.jdlfinancial.ca

Robert Geisthardt, Candidate
President

Kelowna, BC

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Area serviced: Kelowna, BC

6043175823

N/A

Vincent George, Candidate
Director Finance Controlling Solutions

Caledon, ON

Seasoned financial professional working for a multinational corporation. I have more than 30 years of experience in senior management positions overseeing financial planning, budgeting, reporting, taxation, evaluating capital investment proposals, managing… Read more »

Area serviced: Caledon, ON

6476220763

John Georgescu, Candidate
Portfolio Manager

Sechelt, BC

Area serviced: Sechelt, BC; Prince Rupert, BC; Gibsons, BC

604-989-3335

https://www.sunshineccu.com/personal/investing-retirement/working-with-an-advisor

Kallol Ghose, Candidate
Mr.

Toronto, ON

Area serviced: Toronto, ON

4168772744

sue Ghose, Candidate
REALTOR

Nanaimo, BC

Area serviced: Nanaimo, BC

2507511223

sueghose.com

Robert Gignac, Candidate
Speaker / Author

Oakville, ON

Area serviced: Oakville, ON

905-741-7160

www.richisastateofmind.com

John Gilmour, Candidate
Advanced Case Consultant

Gloucester, ON

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Area serviced: Gloucester, ON

6132551225

John Gleeson, Candidate
President

Markham, ON

Area serviced: Markham, ON; Lindsay, ON; Toronto, ON; Oakville, ON

416-486-9607

Greg Glista, Candidate
CEO

Oakville, ON

Greg is President of Cornwall Financial Partners in Oakville.
We bring together a team of highly qualified advisors and planners in the areas of Wealth Management, Financial and Retirement Planning, Tax and Estate Planning, Employee Benefits and Group… Read more »

Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON

605-338-1660

www.cornwallwealth.ca

Marion Goard, Candidate
Broker, Lifestyle 55+ Master, Senior Real Estate Specialist

Burlington, ON

As well as being a full service real estate professional, I am a Lifestyle 55+ Master and Senior Real Estate Specialist® (SRES®). These are advanced designations that promote a higher standard in working with seniors and their families, signifying… Read more »

Area serviced: Burlington, ON; Hamilton, ON; Ancaster, ON; Waterdown, ON; Flamborough, ON; Stoney Creek, ON; Grimsby, ON; West Lincoln, ON; Oakville, ON; Milton, ON

905-335-8808

www.realestateagentforseniors.ca

Area serviced: D'Arcy, BC

Area serviced: Toronto, ON

In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA. Deal in the older age market - most clients are seniors. Licensed to sell money and life products.

Area serviced: Richmond, BC

I am a CPA and providing the tax consulting services to my clients. My clients are getting aging and I believe it's very necessary to become a Certified Executor Advisor for my clients.

Area serviced: Ottawa, ON

Area serviced: Kelowna, BC

CPA Firm with focus on Canadian Taxation Compliance.

Area serviced: Caledon, ON

Seasoned financial professional working for a multinational
corporation. I have more than 30 years of experience in senior management
positions overseeing financial planning, budgeting, reporting, taxation, evaluating
capital investment proposals, managing financial systems integration and
project management.

Area serviced: Sechelt, BC; Prince Rupert, BC; Gibsons, BC

I offer comprehensive planning, investment solutions and advice to high net-worth clients. I hold several designations like the CFP, CIM, and I am a Fellow of CSI. As a Portfolio Manager, I also offer portfolio construction and discretionary investment management based on clients’ goals, risk tolerance, investment timeline and income needs. This approach helps my clientele find peace of mind so they can focus their energy on quality time with family, trips around the world or other lifestyle pursuits.

Area serviced: Toronto, ON

Area serviced: Nanaimo, BC

Area serviced: Oakville, ON

Area serviced: Gloucester, ON

I have taken the CFP course, have life license . Im an insurance specialist supporting advisors in the high net worth market using life insurance strategies for their business and personal clients.

Area serviced: Markham, ON; Lindsay, ON; Toronto, ON; Oakville, ON

Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON

Greg is President of Cornwall Financial Partners in Oakville.

We bring together a team of highly qualified advisors and planners in the areas of Wealth Management, Financial and Retirement Planning, Tax and Estate Planning, Employee Benefits and Group Pension.

Our roots go back to 1957 and we are proud to have grandchildren of original clients as clients.

Our Legacy Program is suited for individuals who have established their wealth and they are looking for tax efficient strategies, stewardship and guidance for their financial management as well as estate transition.

Area serviced: Burlington, ON; Hamilton, ON; Ancaster, ON; Waterdown, ON; Flamborough, ON; Stoney Creek, ON; Grimsby, ON; West Lincoln, ON; Oakville, ON; Milton, ON

As well as being a full service real estate professional, I am a Lifestyle 55+ Master and Senior Real Estate Specialist® (SRES®). These are advanced designations that promote a higher standard in working with seniors and their families, signifying an individual with longevity in the real estate profession, commitment to professional development and strong business ethics. Utilizing my network of exceptional specialists, I work with Seniors’ and their families through every stage of later-in-life real estate transactions, helping them navigate the maze of financial, legal and emotional issues that accompany the sale of a home and relocation to the home of their future or with estate trustees for the disposition of real estate. The key to my success is patience and understanding plus knowing what questions to ask and what to consider so that my clients can make the best possible decision and plans.