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Bill is a Certified Executor Advisor, Lifestyle 55+ Master REALTOR® with Lifestyle 55+ Network Inc. and REALTOR® with EXP Realty Brokerage. With a background in wealth management spanning nine years before transitioning to real estate in 2015, Bill… Read more »
Area serviced: Toronto, ON
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate,… Read more »
Area serviced: Toronto, ON
Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law. He is a member of both the bars of Alberta and Ontario and has been speaking and writing on the topic of charity law for several years. He has been published in several publications… Read more »
Area serviced: Ottawa, ON; Calgary, AB
(613) 237 3300
(403) 536 7442
With decades of experience creating and implementing high quality strategic plans for individuals, families and organizations, our purpose is to serve our community with intelligence, collaboration and attention to detail. I am particularly interested… Read more »
Area serviced: Victoria, BC; Vancouver, BC

We provide strategic financial advice to individuals, families and businesses. 

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee… Read more »
Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON
905-837-2600 x.19
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he… Read more »
Area serviced: Peterborough, ON
I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life… Read more »
Area serviced: Calgary, AB
Hello, my name is Sean Bailey.. I am so blessed. I have been given the opportunity to help others reach their financial goals. However, the best part of my practice is helping clients pass on their hard earned savings to future generations. My clients… Read more »
Area serviced: Mississauga, ON; Toronto, ON; All, NS; All, ON
My goal is to provide client-centered service with personalized solutions tailored to individual client needs. I am not a "generalist" and focus on the following areas:

Estate Administration: Helping clients through the estate administration matters,… Read more »
Area serviced: Oak Bluff, MB; Winnipeg, MB
B.Comm. (Hons.), CFP®, CLU, CHS®
Lucas has worked at Lawton Partners since October 2010 and is dedicated to helping clients achieve their financial goals and objectives. Mindful that his success depends on the success of their clients, Lucas practices… Read more »
Area serviced: Winnipeg, MB
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a thorough understanding of complex corporate structures and transactions. This knowledge… Read more »
Area serviced: Winnipeg, MB; Western Manitoba, MB
(204) 944-3525