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Daniel Saikaley, CA CFP - CIBC Wood Gundy
I provide customized financial planning-based solutions to build and protect clients' wealth. I'm a member of the PrimePlus Practitioner's Group of the Canadian Institute of Chartered Accountants and an Elder Planning Counselor ("EPC")
Janet Gray, CFP, EPC- Investors Group Financial Services Inc
Certified Financial Planner and Elder Planning Counselor.
Family wealth creation and management for you, your family and aging parents.
Matthew Valenti, EPC Independent Planning Group Inc.
As an Elder Planning Counselor, Matthew is a professional who understands the life issues seniors have and can accommadate seniors unique needs. Contact Matthew today to request your free copy of his firms Executor and Estate Planning Guide.
Ottawa-Carleton Health Department Financial assistance for Dental care
Dawn Morewood, Investment Advisor, RBC Dominion Securities
Your source for Total Wealth Management and the creation of a plan that integrates investment, income solutions, tax, insurance and estate planning needs.