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I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
204-594-3667
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their… Read more »
Area serviced: Kingston, ON
613 530 5006
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner… Read more »
Area serviced: Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port Moody, BC; White Rock, BC
6047831231
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
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Area serviced: Edmonton, AB
(780) 965 4357
Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.

Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family… Read more »
Area serviced: Kingston, ON; Gananoque, ON
613 544 3400 x2429
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC
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
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: Whitehorse, YT
867-667-0058
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