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  • Calu
    Calu
    (705) 728-6017
    92 Caplan Ave Ste 141, L4N 0Z7  Barrie

    Membership The Conference for Advanced Life Underwriting (CALU) is an organization dedicated to advancing the interests of its members relating to advanced life underwriting. Prior to incorporation as a non-share capital corporation in January of 2011, CALU was a conference of The Financial Advisor…

  • Diane Rusk
    Diane Rusk
    (705) 721-7781
    230 Bayview Dr Unit 5A, L4N 4Y8  Barrie

    "I have only good things to say about doing business with Diane Rusk. She was diligent in her research and recommendations, and genuinely caring in her approach and follow-up. I can't thank her enough!" Terri Plaxton Smith "Diane Rusk has been a close financial advisor for both Deborah and myself f…

  • A. Jones Wealth & Estate Planning Inc
    A. Jones Wealth & Estate Planning Inc
    705.721.0450
    307-126 Wellington St W, L4N 1K9  Barrie

    We understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs. We will work with you to create a customize…

  • Money Concepts Ottawa Valley
    Money Concepts Ottawa Valley
    705.722.3604
    35 Worsley St, L4M 1L7  Barrie

    Become part of a Leading Financial Team. Money Concepts Ottawa Valley is one of the top performing and well-respected franchises in the largest independent Canadian financial planning firm. Our team strives to excel in every aspect of our business to offer the highest quality of service at all time…