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Wealth Advisor/Financial Planner since 2016 and an Insurance Broker since 2010. 


Wealth management combines both financial planning and specialized financial services, including insurance, risk management, retirement, tax, estate planning,… 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
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"                                                   … Read more »
Area serviced: Mississauga, ON; Brampton, ON; Toronto, ON; Caledon, ON; Georgetown, ON; Oakville, ON; Vaughan, ON; Richmond Hill, ON; Thornhill, ON; Orangeville, ON; North York, ON; Milton, ON; Metro Toronto, ON; Halton Hills, ON; Etobicoke, ON
4166596655
TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals.  Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with… Read more »
Area serviced: Victoria, BC
867-689-3128
I have been practicing in the family market for the past 47 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.
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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
Tom Allen MBA, CFP
Tom uses a holistic approach to guide clients to financial success.  Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create… Read more »
Area serviced: Barrie, ON; Newmarket, ON; King, ON; Ajax, ON
7057373552

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
Have been in the insurance and financial industry off and on since 2003. Have worked as a captive advisor as well as an advisor on the brokerage side. I have held many insurance related positions such as inside wholesaler, wholesaler, Regional Vice President,… 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