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Financial Planner
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29 more results for Financial Planner
Digitech Payments
Montreal, Quebec, Canada
Merchant account provider in Montreal for credit card payment processing services in Canada. Business supplier of credit card machines (POS), Ingenico wired, wireless terminals, online payment processing, wireless payment processing.Accept Visa, Mastercard, Amex and Interac at a business to sell pro…
Ideal Life Experience Ltd.
Calgary, Alberta, Canada
Dean Kendall is a Financial Organizer, CLU, ChFC from Calgary Alberta, Canada. He is Calgary's only FLAT FEE for advice fiduciary. He is a specialist in helping individuals clarify all of the most important considerations around a significant financial issue, very often just before they are schedule…
Afshan Butt
Edmonton, Alberta, Canada
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does…
Bruton Investment Group, Part of National Bank Financial
Toronto, Ontario, Canada
BRUTON INVESTMENT GROUP | PART OF NATIONAL BANK FINANCIALExperience the Difference: You Can Trust Our Dedication, Experience & Expertise. Contact us today for a free, no-obligation discussion of your situation. We are a leading Canadian brokerage and investment/financial advisory group. As part …
First Foundation
Calgary, Alberta, Canada
At First Foundation, we specialize in Alberta home mortgages for Canadians with good credit. With good credit, you are able to save on interest rates from Canada’s top mortgage lenders. We offer fantastic services, the lowets mortgage rates available, and a variety of mortgage options, all wit…
Instaccountant
Toronto, Ontario, Canada
Accounting, Tax and Business solutions for selfemployed & incorporated contractors in Canada & USA.Services of InstaccountantThe accounting service of Instaccountant is focused upon a better approach to accounting. Hence, the services that are offered are comprised of the following.Accountin…
Sharp Asset Management
Toronto, Ontario, Canada
Sharp Asset Management Inc. is an independent Investment Counseling firm that is 100% owner operated. Since we are a highly concentrated group of professionals, we are able to respond quickly to changing market conditions. We are not affiliated with any financial institution, securities firm or mutu…
The Tick Investment Group
Toronto, Ontario, Canada
My job is to listen to my clients and help them estimate how much money they need over their lifetime and then put in place a plan to accumulate and manage those funds.To prepare and guide you through a lifetime of financial decisions, we help you tie together all of your Retirement and Estate Plann…
Toic Wealth Management
Windsor, Ontario, Canada
Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario AlsoJocko is a Certified Financial Planner accreditation. He was trained by a large national finan…
C. Taylor & Associates – IG Wealth Management
Terrace, British Columbia, Canada
Coleen, born and raised in Terrace, BC., found her passion in helping solve financial problems for people early in life. She has achieved the CFP, CHS, RRC, EPC, and CLU designations, and recently celebrated 20 years with IG Wealth. Coleen received the prestigious Pillar Award in each of her first f…
Davis Financial Group Inc.
Saint John, New Brunswick, Canada
Davis
Financial Group, in Saint John, NB, provides advice in financial and estate
planning, insurance, and investments.
Leonard Davis has particular expertise and experience with medical and
professional practices and with clients nearing retirement…
DuMoulin Financial
Surrey, British Columbia, Canada
Your financial wealth is important to us. We work with you to uncover the best solutions so you can have control over your lifestyle, your finances and your future. We have access to a wide range of financial products and services suited to each individual, family and stage of life…
Exponent Investment Management
Ottawa, Ontario, Canada
We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan, manage and implement your financial future.Our services include financial planning, investment management, portfolio review …
Fabio Ventolini
Toronto, Ontario, Canada
Fabio Ventolini has been serving clients as a financial advisor and business development manager for more than 21 years. After completing a Bachelor of Arts (BA) Honours in Economics at the University of Toronto, he began developing a reputation for providing outstanding client services, and has sin…
Focus Asset Management
Toronto, Ontario, Canada
Focus Asset Management is an independent, privately owned investment management firm, founded in 2009. We manage segregated portfolios and pooled funds of stocks and bonds for high net worth individuals, families, and foundations. Our team of professionals has managed investment portfolios through t…
Ontario Insurance Hub
Scarborough, Ontario, Canada
Get instant 24/7 online insurance quotes in Ontario and start saving today. Our experienced consultant helps you find affordable coverage in minutes.You can find us by type cheap car insurance Scarborough and for uber just type uber insurance Ontario…
PLANICO
Montréal, Quebec, Canada
Planico is a trusted financial services firm that will support you in your success with transparent, proactive and objective advice.⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀…
PWM Private Wealth Counsel
Saskatoon, Saskatchewan, Canada
We are a highly accredited wealth management and financial planning firm that specializes in portfolio management. In addition to our investment services, we also offer tax minimization strategies, retirement and estate planning, business succession planning services, and risk management solutions t…
Planificateur Financier Julien Roberge
Gatineau, Quebec, Canada
Travaillant dans le secteur des services financiers depuis
2013, je veille à entretenir avec les clients d’excellentes relations et à les
aider à atteindre leurs objectifs financiers personnels.
Je suis titulaire d’un B.A.A. en Finance de HEC Montréal. Je possède également
le titre de …
Retirement in View
Ottawa, Ontario, Canada
We are an independent, fee only Certified Financial Planner based in Ottawa. We specialize in fee for service, financial advice, retirement planning, investment counselling and tax preparation…