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Financial Planning

42 more results for Financial Planning

Andrea Kelly Law

Markham, Ontario, Canada
Andrea P. Kelly is a legal practitioner and notary public, called to the Ontario Bar in 2001, with practice focus in Estate Planning and Administration, including wills, estates, trusts and powers of attorney. She also practices Real Estate.Prior to opening her law firm, she worked in various capaci…

Ideal Life Experience Ltd.

Calgary, Alberta, Canada
Ideal Life Experience Ltd.
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…

Insite Chartered Professional Accountants

Calgary, Alberta, Canada
Insite Chartered Professional Accountants
Insite CPA is a firm like few others in Canada.While the filing of tax returns is something that must be handled each year, we believe that good accountants earn their fees by providing exceptional tax planning. The right approach can put thousands of additional dollars in your pocket each year.In a…

Bruton Investment Group, Part of National Bank Financial

Toronto, Ontario, Canada
Bruton Investment Group, Part of National Bank Financial
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 …

Colette Bruneau - IG Wealth Management

Prince George, British Columbia, Canada
For more than 20 years I have worked with clients to craft & achieve their personal vision of financial well-being. Taking a holistic approach to financial planning & wealth management, my team & I will gain a deep understanding of your unique financial life & help you make the most …

Kyle Houston

Edmonton, Alberta, Canada
Kyle Houston
Having been raised in Edmonton, I have come to know many local families and developed many lasting relationships. This local connection has helped me better understand the needs of the local State Farm customers, especially when it comes to their insurance needs. From auto, home, business and life i…

Thomson Schindle Green Insurance & Financial Services Ltd

Calgary, Alberta, Canada
For Home, Auto, Business, Life, Disability Insurance and Registered Retirement Investments, connect with Thomson Schindle Green Insurance and Financial Services Ltd. We have been serving Calgary and its residents for over 25 years. Contact us at 403-723-9416 now!…

Tohme Accounting

Mount Royal, Quebec, Canada
Tohme Accounting
No problem is too complicated, no job is too big or too small.With Tohme Accounting, you keep your business on the right track…

Watson Wealth Management Group - National Bank Financial

Chatham, Ontario, Canada
Our Goal, as Investment Advisors, is to help you build your net worth by examining the areas of money management, investment selection and portfolio management, severance planning, financial planning, tax planning, retirement planning, estate planning and success planning to determine where we can m…

Bold Barrel Financial

Burlington, Ontario, Canada
Bold Barrel Financial
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were …

CH Financial Ltd

Calgary, Alberta, Canada
We're looking for aspirational clients who require the whole spectrum of financial services, because managing the whole is how we’re able to deliver unbeatable value - it’s our “secret sauce…

Daryl Robbins

Courtenay, British Columbia, Canada
Daryl Robbins, CGA, is a full-service accounting firm located in Courtenay, BC, providing accounting and financial planning services to individuals and businesses in the Comox Valley. Our team’s focus is assisting clients through sound financial planning, accounting and business advice. We bel…

Davis Financial Group Inc.

Saint John, New Brunswick, Canada
Davis Financial Group Inc.
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…

Different Financial

Surrey, British Columbia, Canada
Different Financial
Melissa Different is a Personal Financial Planner for Different Financial in Surrey, British Columbia BC.In 2002, she started her career in the Credit Union where it didn't take long for her to start pursuing her interest in investment planning and financial advice. During that time, she started vol…

Dominion Lending Aegis Mortgages

Richmond, British Columbia, Canada
My focus is quality over quantity. Every client has a story and is in a unique situation. I will take the time to find the appropriate lenders that fit your profile. Then we can present you with the various options to let you decide which direction you want to take…

DundeeWealth

Welland, Ontario, Canada
Founded in 1989, our office is not only the oldest but also the largest professional financial planning practice in the city.From inception to the present, our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork a…

Fabio Ventolini

Toronto, Ontario, Canada
Fabio Ventolini
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…

Financial Confidence Advisors

Vancouver, British Columbia, Canada
Financial Confidence Advisors
Financial Confidence™ provides financial advisory and wealth management services for business families, business owners and executives of privately held Canadian companies. Structured Transitions for Business and Wealth - To achieve your unique financial planning goals and enjoy peace of mind…

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…

Glenn Stewart Insurance

Kitchener, Ontario, Canada
Glenn Stewart Insurance
We are one of the leading names in providing the best insurance policy plans for individual, family, health, critical illness, and many more with expert advice. We offer business insurance,health and dental insurance,life insurance,critical illness insurance,freelancer insurance and so on…