Business & Venture Capital Expert
Founder & Principal, Jenifer Bartman Business Advisory Services, CA, CMC
Ask me a question about business planning & succession, venture capital, and executive coaching →
Investing & Finance Expert
Senior Investment Advisor, National Bank Financial Wealth Management
Life & Health Insurance Expert
Life and Health Insurance Broker at Deborah Bullock and Associates & Founder of Women of Wonder Money Clubs
Insurance & Investment Expert
Wealth Management Advisor, Integrated Wealth Management, BN, CFP
Family Wealth Expert
CEO & Family Office Director, First Affiliated Integrated Family Wealth Management, CA, R.F.P., TEP
Ask me a question about integrated wealth, lifestyle & legacy management for family prosperity →
Mortgage Expert
Accredited Mortgage Professional, DLC Bay Hill Financial Ltd.
Ask me a question about mortgages, home buying, and refinancing your home →
Financial Planning Expert
Financial Planner, Investment & Retirement Planning, RBC Wealth Management
Ask me a question about investment and retirement planning →
Income Tax Planning Expert
Senior Partner & Income Tax Planning Specialist, Dixon Davis & Company, CFP, R.F.P
Ask me a question about income tax planning for investment and retirement →
Philanthropy Expert
Author of Master Your Philanthropy and CEO & Founder, Benefaction Foundation
Ask me a question about philanthropy and planned charitable giving →
Debt Expert
President & CEO, The Money Finder, Financial & Investment Solutions Inc.
Accounting & Tax Expert
Chartered Accountant, MKM Management Services
Ask me a question about taxes and accounting for business or personal →
Financial Divorce Expert
Financial Planning Consultant & Financial Divorce Specialist, RBC Dominion Securities, MBA, CFP, FDS, FCSI
Online Business Expert
Marketing Consultant, Masters Certificate in Internet Marketing, University of San Francisco
Legal Expert
Lawyer, Corporate and Commercial Law, Aikins MacAulay & Thorvaldson LLP
Wealth Management Expert
Wealth Management Consultant, National Bank Financial Wealth Management
Relationship with Money Expert
Founder and Certified Money Coach, TrishPetersen.com, MSc, CPCC
Investment & Life Insurance Expert
Financial Advisor and Life Insurance Agent, Edward Jones
Elder Care Expert
Founder, DrMarion.com, Author & Elder Care Specialist
Ask me a question about elder care & caregiving issues for the aging population →
Career Reinvention Expert
Motivational Speaker – ‘Younger Next Year’, Owner – the Pilates room (West Vancouver), Visionary Board – Intl Council on Active Aging
Retirement & Estate Planning Expert
Financial Planner & Vice President, T.E. Wealth, CFP, R.F.P.
Wealth Management Expert
Associate Portfolio Manager & Investment Advisor, RBC Dominion Securities Inc.
Ask me a question about wealth management, portfolio planning & investment strategies →
Extreme Couponer & Deals Expert
Co-Founder, Grocery Alerts Canada
Ask me a question about coupons, saving money on groceries & where to find the best deals →
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