Greater Toronto Area
Jonathan Tucker, CPA, CA, LPA, Tucker Professional Corporation
Email: [email protected]
Tel: (800) 845-0540
Cell: (905) 601-5659
Address: 2-146 West Beaver Creek Road, Richmond Hill, ON L4B 1C2 (by appointment only)
David Lees, Lawyer, Mills and Mills LLP
Email: [email protected]
Tel: (416) 682-7159
Address: Suite 700 – 2 St. Clair Ave. W, Toronto, ON M4V 1L5
Website: www.millsandmills.ca
Practice Area: Litigation
Banasha Shah, Actuarial Consultant, Longevity Financial Group
Email: [email protected]
Tel: (416) 994-6252
Address: 123 Commerce Valley Dr. East, Suite 300, Thornhill, ON L3T 7W8
Website: www.longevityfinancial.ca
Practice Area: Actuarial Consulting and Insurance Advice
Jon Walton, Practice Appraiser, MBC Brokerage
Email: [email protected]
Tel: (519) 829-5953
Address: 15 Belvedere Dr., Oakville, ON L6L 4B5
Website: www.mbcbrokerage.ca
Practice Area: Dental, veterinarian, physicians
Peter Ott, Practice Appraiser, Peter Ott
Email: [email protected]
Tel: (905) 471-3145
Address: 445 Apple Creek Blvd, Suite 223, Markham, ON L3R 9X7
Website: www.peterott.ca
Heather Silverston, Healthcare Banking, RBC Royal Bank
Email: [email protected]
Tel: (905) 738-3909
Cell: (647) 282-6953
Address: 3300 Hwy 7 West, 2nd Floor, Concord, ON L4K 4M3
Practice Area: Healthcare Banking
Tina Jakma, CFP, T Jakma Financial
Email: [email protected]
Tel: (647) 988-2852
Address: 300-123 Commerce Valley Dr. E., Thornhill, ON L3T 7W8
Website: www.tjakmafinancial.com/
Practice Area: Fee for service Financial Planning, Retirement Planning, Estate Planning, Education Planning, Life Insurance, Critical Illness, Disability Insurance
Evasia Patrianalos CFP®, CIM®, RBC Wealth Management | RBC Dominion Securities Inc.
Email: [email protected]
Tel: (416) 699-4294
Cell: (647) 280-5773
Address: 2175 Queen St. E., 2nd Floor, Toronto, ON M4E 1E2
Practice Area: Discretionary Portfolio Investment Management, Financial Planning, Practice Management, Tax Planning, Risk Management and Life Licensed Insurance Representative, Retirement and Estate Planning
Jason Caldwell, CIM, RBC Dominion Securities
Email: [email protected]
Tel: (905) 947-8346
Cell: (647) 975-8387
Address: 2 Bloor St. E., Suite 2300, Toronto, ON M4W 1A8
Linda Anderson, Certified Adult Educator, CTP, Dental Practice Management Coach and Trainer – Align Dental Management
Email: [email protected]
Cell: (905) 536-9308
Website: aligndental.ca
Oleh Marianchuk, Chartered Investment Manager, BMO Private Wealth
Investment Industry Association of Canada 2022 Top Under 40 Finalist
Email: [email protected]
Tel: (416) 359-4373
Address: 100 King Street West, 38th Floor, Toronto, ON M5X 1H3
Website: www.nesbittburns.bmo.com/oleh.marianchuk
Practice Area: investment planning, wealth advisory, retirement planning, business planning, estate and
insurance services, tax planning, and philanthropic giving.
Silvio Lombardi, Sr. Relationship Manager, BMO Bank of Montreal
Email: [email protected]
Tel: (905) 818-5720
Address: 100 New Park Place, Suite 320, Vaughan, ON L4K 0H9
Website: www.commercial.bmo.com
Practice Area: Healthcare/Diversified
Vesta De Giovanni, Sr Manager, Healthcare Banking
Email: [email protected]
Tel: (647) 287-5328
Address: 40 King Street West, 14 th Floor, Toronto, ON M5H 1H1
Website: www.scotiabank.com
Practice Area: Healthcare Banking/Practice Financing
OMA Insurance
Contact OMA Insurance to speak with a non-commissioned insurance advisor
Email: [email protected]
Tel: (800) 758-1641
Website: www.omainsurance.com
Hamilton and Niagara
Jonathan Tucker, CPA, CA, LPA, Tucker Professional Corporation
Email: [email protected]
Tel: (800) 845-0540
Cell: (905) 601-5659
Address: 21 King Street West, 5th Floor, Hamilton, ON L8P 4W7 (by appointment only)
Sandie Baillargeon, Business Analyst/Dental Practice Management Advisor, Dental Office Consulting Services
Email: [email protected]
Tel: (905) 336-7624
Address: 1440 Grahams Line, Unit 1, Burlington, ON L7S 1W3
Website: www.dentalofficeconsulting.com
Practice Area: Dental Office Consulting
Joe Suriano, RBC, Commercial account manager, healthcare
Email: [email protected]
Tel: (289) 983-1195
100 King Street, 8th floor, Hamilton, ON L8P 1A2
Southwestern Ontario
Jonathan Tucker, CPA, CA, LPA, Tucker Professional Corporation
Email: [email protected]
Tel: (800) 845-0540
Cell: (905) 601-5659
Address: 380 Wellington Street, Suite 600, London, ON N6A 5B5 (by appointment only)
David Arntfield, McKenzie Lake Lawyers
Email: [email protected]
Tel: (519) 672-5666 ext. 318
Address: 140 Fullarton Street, Suite 1800, London, ON N6A 5P2
Website: www.mckenzielake.com
Practice Area: Corporate and Business Law, Commercial Law, Real Estate, Business and Financial Services
Barbara L. Blew, Lerners LLP
Email: [email protected]
Tel: (519) 640-6352
Address: 85 Dufferin Avenue, PO Box 2335, London, ON N6A 4G4
Website: www.lerners.ca
Practice Area: Business Law, Wills & Estates, Residential Purchase & Sales
Justine Zavitz, Zavitz Insurance Inc.
Email: [email protected]
Tel: (519) 667-0116
Address: 439 Dundas Street, London, ON N6B 1W1
Website: www.zavitzinsurance.com
Practice Area: Healthcare Advisor
Marc Lepage, MD Management Limited
Email: [email protected]
Tel: (519) 432-0883
Address: 1000-150 Dufferin Ave., London, ON N6A 5N6