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Financial Planning

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Canadian Financial Planners & Advisors

Developing a strong financial plan with a Certified Financial Advisor will help ensure that you have the information and tools to make the right investment choices for you, your family and your business. At Tetrault Wealth Advisory Group, we know how important it is to develop plans that consider both your current and future needs - and those of your loved ones. Our Wealth & Estate Planning Specialist can guide you through this process, helping to ensure you make the most of your investments.

PWM Private Wealth Counsel - Financial Planners

We are a highly accredited wealth management and financial planner in Regina 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 to give you a holistic approach to finance management.

Dean & Associates

Dean & Associates is a leading financial consulting firm specializing in providing comprehensive financial planning and investment advisory services to individuals and businesses. With a team of experienced advisors, Dean & Associates prides itself on offering personalized solutions tailored to each client's unique financial goals and objectives. The firm is known for its commitment to delivering exceptional customer service and cultivating long-term relationships built on trust and integrity. From retirement planning to wealth management, Dean & Associates is dedicated to helping clients achieve financial success and peace of mind. With a focus on education and empowerment, the firm aims to equip clients with the knowledge and tools needed to make informed decisions about their financial future.

Exponent Investment Management

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 and individual pension plans.

Judd Bisson & Associates - IG Private Wealth Management

Calgary financial planning that brings clarity to complexity: Judd Bisson & Associates - IG Private Wealth Management cuts through financial complexity with clear, structured planning for high-net-worth business owners and retirees. We do more than manage money—we build financial plans that simplify decision-making and give you peace of mind. Our clients are often successful professionals, business owners, and retirees facing financial complexity. We bring structure, clarity and calm to your financial world. Whether you’re selling a business, planning for retirement, or navigating a life transition, we connect every piece—taxes, cash flow, investments, estate planning—into one cohesive, evolving strategy. (Investors Group Financial Services Inc.)

Hinkkala & Associates Financial Services Inc.

Hinkkala & Associates Financial Services Inc. is a leading financial planning firm in Canada, offering expert services in corporate insurance, investments, and tax planning. We focus on providing high net worth individuals and business owners with comprehensive wealth management.

Thiessen & Associates Private Wealth Management

Red Deer financial planner for real life and real people: Personal advice, long-term planning, and trusted relationships. At Thiessen & Associates Private Wealth Management, we help Central Albertans make thoughtful financial decisions during life’s biggest moments. Based in Red Deer and serving Calgary, Edmonton, and communities like Olds, Rocky Mountain House, and Stettler, we focus on personal connections, clear advice, and planning that works for your whole life—not just your investments. As a leading financial planner that Red Deer families and business owners trust, we provide high-touch private wealth management clients can count on. With access to full family office services, we help you bring it all together—from legacy planning to daily cash flow.

Kewcorp Financial INC

At Kewcorp, our main objective is to guide you in the right direction. When it comes to investments, planning for the future and taxes, things can get a little complicated. Lets make it simple. Select your area of interest below and fill out our simp

Deprez Private Wealth Management

Building Wealth with Family and Future in Mind: Family-focused financial advice for business owners, farmers, and professionals across the Interlake Region and beyond. At Deprez Private Wealth, we see financial planning as a family story. For many of our clients, money is about protecting what generations have built and creating a future that feels secure and meaningful. Looking for Interlake Region financial advisors, Winnipeg financial advisors, or Stonewall financial advisors? Our role is to connect your hard work to your goals—whether that means preparing for retirement, building wealth, or creating a legacy that supports your children and grandchildren. (IG Wealth Management Inc. Mutual Fund Division)

Merrick Financial

Clients come to us when they have a big decision to make and are looking for advice (possibly an inheritance, consideration of a large purchase, changes in their business, tax problems, retirement, change in marital status, etc.)

TLA Investment Consulting

TLA Investment Consulting is a reputable financial consulting firm that provides personalized investment solutions to clients seeking to grow and protect their wealth. With a team of experienced professionals, TLA Investment Consulting offers expert advice and guidance on a wide range of financial services, including investment planning, asset management, retirement planning, and wealth preservation. Their client-focused approach and commitment to excellence have earned them a strong reputation in the industry. Whether you are a seasoned investor looking to diversify your portfolio or a novice seeking to build a solid financial foundation, TLA Investment Consulting can help you achieve your financial goals.

John Smirnis, CFP®, CIM® - Financial Planner at Investia

John Smirnis, CFP®, CIM®, is a trusted financial planner with 9+ years of experience serving individuals, families, and business owners across Ontario. Based in Scarborough, he offers personalized wealth management, retirement planning, and investment strategies tailored to your goals. Whether you prefer in-person or fully digital service, John provides expert guidance with a client-first approach. Contact John today to start building your financial future with confidence.