338 King St, Midland
Tel: 705-527-0144
In Midland ON the professionals you need to talk to if you need advice on investments estate planning are none other than our financial planners at Webb & Associates Financial Solutions!... read more

909-17th Ave SW, Suite 400, Calgary
Tel: 4036851000
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 addition to the full range of accounting and tax services we offer exceptional financial and estate planning. We work for you our client and we never compromise what is best for the client for any reason. We do not make money selling you investments or insurance so you... read more

595 Burrard St 16th Floor, Vancouver
Tel: (604) 260-1906
Our founder works in the area of financial life transformation. But he used to build robots... His original training was Mechatronics Engineering from the University of Waterloo. Spent eight years working variously in consulting program and product management engineering operations and marketing. Worked at Microsoft NVIDIA and other tech companies in Silicon Valley before moving back to Canada. It was a fun adventure and good money along the way. Much I joyfully gave to charities but what he kept he invested and ended up doing very well. But while he was seeing his wealth grow he saw others around me... read more

3310 S Service Rd #302, Burlington
Tel: 905-536-0496
Infinity Insurance and Investments is a family run Independent Company providing expert advice and tailored insurance and investing solutions to individuals families and businesses in and around the Burlington ON area. Infinity Insurance and Investments have a dynamic team of experts who are well equipped with a range of skills and experience ensuring you get the best advice when investing your hard earned money. As a leading brand Infinity have solid links with reputable lawyers accountants and finance professionals.... read more

685 Tranquille Rd #5, Kamloops
Tel: 778-470-3100
David Page is a Certified Financial Planner in Kamloops British Columbia. He helps clients create financial security with peace of mind using quality investment and insurance products and services. He focuses on estate retirement and tax planning for a clientele of affluent individuals successful professionals business owners retirees and others.... read more

4473 Innes Road Suite 402D, Orleans
Tel: (343) 888-3228
We are firm believers that a financial advisor must have the desire to help their clients along with the required skills and knowledge to do so. Our main objective is to develop lasting relationships with our clientele to help them achieve their short- to long-term goals. Through a variety of solutions we are able to offer a holistic approach to financial management - from investment planning to wealth protection and mortgages. To us it is simple client's needs come first.... read more

251 queen street south suite 531, Mississauga
Tel: 9055688338
Sunil Chugh is a Certified Financial Planner CFP® helping businesses families and individuals with financial services. His service offerings includes Financial Planning Insurance Solutions Estate Planning and Tax Planning and Preparation.... read more

Unit 328 1210 8 Street Southwest, Calgary
Tel: 587-316-2252
HervinPesa is a Certified Financial Planner and Life Insurance Pro. He has helped Canadians in their path to financial independence. He creates customized retirement and life insurance plans that fit the client's overall financial objective.... read more

9909 102 St Suite 325, Grande Prairie
Tel: 7803571780
Web-based financial planning advice for Canadians. Live & Online. Our clients get: financial planning investment administration and financial IQ coaching. Financial Planning for the Modern Investor. FPconnect Inc. brings a fresh approach to financial planning. Our CFP-certified financial planners work with clients from coast to coast to coast helping them move towards their financial dreams and goals via our unique web-based approach.... read more

330 - 23 Sunpark Drive S.E., Calgary
Tel: 403-571-8960
Our investment process is designed to effectively protect and grow our clients' wealth by understanding their financial goals and tolerance for risk - investing today shaping tomorrow.... read more