Taxation and Financial Planning Specialist Listings

Life Insurance Specialty Listings

4QUARTERS ADVISORY GROUP CALGARY, Alberta Posted:  2016-09-29
Contact:  FRED  MERTZ  
101, 4603 VARSITY DRIVE NW
CALGARY, Alberta    T3A 2V7
Phone:  403-277-2605    Fax:  403-230-0955   
[email]    Cell:  403-815-1558   
www.4quartersadvisory.ca
4QUARTERS ADVISORY GROUP IS MADE UP OF PROFESSIONALS SPECIALIZING IN TAXATION, REAL ESTATE, FINANCIAL SERVICES, AND LEGAL. OUR MOTTO IS "FOUR PROFESSIONS.ONE FOCUS.YOUR FAMILY FARM." WE ARE DEDICATED IN HELPING FARMING FAMILIES IN ALBERTA FIND SOLUTIONS FOR THEIR FARMING NEEDS.
Specialties:  Life Insurance
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Agrawal Associates Private Wealth Management with Investors Group Securities Inc Calgary, Alberta Posted:  2017-04-28
Contact:  Kaza  Smith  
2nd floor, 37 Richard Way SW
Calgary, Alberta    T3E 7M8
Phone:  403-727-2800-Ext.3008    Toll Free:  1-888-996-9990   
[email]   
www.agrawalassociates.com
Nobody cares more about your financial well-being than you. Our team, though, is right there with you. We've got your back. Tax, Estate & Succession Planning, Risk & Wealth Management, Cashflow, Philanthropic Solutions and Inter-generational Transitions. Where to start? Call today for your face-to-face meeting and we'll show you why our team is your solution. We will bring the coffee.
Specialties:  Life Insurance
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Arthur H. Williams Investment Advisor, B.A. Econ., CIBC Wood Gundy Calgary, Alberta Posted:  2013-06-03
Contact:  Arthur  Williams  
#600, 607 - 8th Ave Sw.
Calgary, Alberta    T2P 0A7
Phone:  403-260-0573    Fax:  403-260-0410    Toll Free:  800-332-1407   
[email]   
www.cibcwg.com/arthur_williams
In today's changed world, investment risk are less foreseeable than ever. Wondering if your portfolio strategy is at risk? Find out with our complimentary and confidential P.A.R.T. analysis. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
Specialties:  Life Insurance
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Attron Group, Inc. Camrose, Alberta Posted:  2010-11-19
Contact:  D. Bruce  Pound  
4825-48 Street
Camrose, Alberta    T4V 1L4
Phone:  780-672-6090    Fax:  780-672-0349   
[email]   
Attron Group, Inc. offers professional accounting & tax services to all business types, including farm and agribusiness. D. Bruce Pound, CFP and can offer personalized financial planning services and investment products, including life insurance.
Specialties:  Life Insurance
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Daye and Partners Chartered Accountants Edmonton, Alberta Posted:  2014-12-04
900, 10303 Jasper Avenue
Edmonton, Alberta    T5J 3N6
Phone:  780-761-2140    Fax:  780-761-2145   
[email]   
www.dayeandpartners.com
Daye & Partners is committed to providing personalized, proactive, and timely service and are dedicated to meeting the highest standards in accounting, assurance and tax services. We offer our clients Corporate and Personal Tax Planning, Accounting and Assurance Services, Advisory Services and Estate and Succession Planning. Our partners have more than 60 years combined of accounting and tax experience in the Agriculture and Agribusiness Sector and assisting with many significant transact
Specialties:  Life Insurance
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FBC Calgary Calgary, Alberta Posted:  2016-11-09
Contact:  Keith  Stephens  
3015 5 Ave NE #150
Calgary, Alberta    T2A 6T8
Phone:  403-735-6105    Fax:  403-735-5087    Toll Free:  1-800-265-1002   
[email]   
www.fbc.ca/alberta/calgary-tax-accounting
FBC Calgary offers farm and small business tax accounting and bookkeeping services in Calgary and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term.
Specialties:  Life Insurance
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FBC Edmonton Edmonton, Alberta Posted:  2016-11-09
Contact:  Dennis  Taylor  
10703 181 St NW
Edmonton, Alberta    T5S 1N3
Phone:  780-442-2665    Fax:  780-442-2668    Toll Free:  1-800-265-1002   
[email]   
www.fbc.ca/alberta/edmonton-tax-accounting
FBC offers farm and small business tax accounting and bookkeeping services in Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term.
Specialties:  Life Insurance
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FBC Grande Prairie Grande Prairie, Alberta Posted:  2016-11-09
10027 101 Ave #201
Grande Prairie, Alberta    T8V 0X9
Phone:  780-539-0590    Fax:  780-539-5186    Toll Free:  1-800-265-1002   
[email]   
www.fbc.ca/alberta/grande-prairie-tax-accounting
FBC Grande Prairie offers farm and small business tax accounting and bookkeeping services in Edmonton and surrounding area. In addition to filing your personal and business tax returns, we focus on year-round tax planning to provide tax saving strategies to save you the most money over the long term.
Specialties:  Life Insurance
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FarmON Bashaw, Alberta Posted:  2010-11-21
Contact:  Colleen  Trautman  
Bashaw, Alberta    
Phone:  780-608-7554   
[email]   
FarmOn.com
Growing up and living my whole life in an agricultural community I have come to learn firsthand the importance of acquiring information and planning. It is the reason I decided to pursue a career in this field. I have now over 10 years of experience working with Farming Families helping them with ideas and solutions to the many challenges facing our generation and the future of our family businesses. Register with our website FarmaOn.com and watch for updates of upcoming online presenta
Specialties:  Life Insurance
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Faulkner Financial Services Ltd Beaumont, Alberta Posted:  2012-02-24
Contact:  Ron  Faulkner  
4407-50 St
Beaumont, Alberta    T4X 1C7
Phone:  780-929-9266    Fax:  780-469-4262    Toll Free:  866-929-9266   
[email]    Cell:  780-837-0637   
protectyourlifestyle.ca
Specialties:  Life Insurance
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GUIDANCE PLANNING STRATEGIES CRANBROOK, BC Posted:  2013-09-20
Contact:  COLIN J  CAMPBELL  
127A KOOTENAY ST
CRANBROOK, BC    V1C 3T5
Phone:  250-417-0033    Fax:  250-417-0540    Toll Free:  877-417-0033   
[email]    Cell:  250-417-9626   
www.guidanceplanningstrategies.ca
I am a Certified Financial Planner and I work mainly with close held family businesses in the area of estate, succession and retirement planning. My region is eastern BC and Southern Alberta. My early childhood was spent on a beautiful fruit farm which was subdivided and sold when my Father died. My goal is to help families keep it in the family, create wealth for generations and pay the least amount of tax. Everyone needs a quarterback to keep the process moving, I'm the person for the j
Specialties:  Life Insurance
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Mackie Research Financial Services Calgary, Alberta Posted:  2015-06-17
Contact:  Joseph  Xu  
9th Floor, 110 9 Ave SW
Calgary, Alberta    T2P 0T1
Phone:  403-218-6375    Fax:  403-218-6376    Toll Free:  18776050909   
[email]    Cell:  14032186398   
klevy.mackieresearch.com/
Personal and business insurance can be an integral part of one's overall estate planning. If implemented correctly insurance policies in their simplest form help navigate you and your family through the most difficult of times, while providing security and financial support. There are a number of other advantages when adding insurance to your overall portfolio strategy, including (but not limited to) tax sheltering and an increased rate of return.
Specialties:  Life Insurance
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