Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.
Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family and community. I have also seen estates unintentionally tear families and friends apart.
A well planned estate takes thoughtful effort transferred into language that is simple and clear to understand.
I am able to assist you in capturing your intentions for your family, friends and charities in a tax-friendly manner to maximize funds to those you love and minimize probate fees and taxes.My intent is to help you realize your plans.
Enjoy your time knowing your estate is planned well.
Professionally, I am currently the Associate Director, Planned Giving with the University Hospitals Kingston Foundation in Kingston ON. I have also worked for over 20 years in the field with the Univerity of BC, the Kelowna General Hospital, Victoria Hospice, and consulted with a myriad of national and regional charities, public and private foundations across Canada in addition to teaching gift and estate planning at the BC Institute of Technology.
Reach out to any one of the Kingston CEA chapter. We are all rather skilled and have become CEA's because we value helping you and your executor realize your plans.
married to Susanne, together we share six children (three each from previous
have been in the financial industry for the past twenty seven years. One reason
I particularly enjoy this business, and the challenges that go along with it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.
with my new CEA designation, I’ll strive to help my clients in a new facet of
Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.
On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..
As the Director, Business Development at PPI, I am responsible for supporting Financial Advisors across Northern Alberta and Saskatchewan. I provide them with the resources, tools, and education to enhance and maximize their ability to deliver creative solutions to their clients. My specialty has been investments, with a strong focus on pension and group savings & retirement.
Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation.
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development or complex cases. Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations. She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, Vice-President, and President roles on various boards. Her volunteerism has been dedicated to CEAN, community and charities for causes of poverty, the environment, the elderly and board member education.
Nick Broomfield founded Executor Express in 2017 with a vision to be Canada’s leading executor service provider. As Canada is set to undergo the largest wealth transfer in history, thousands of people are being entrusted with the important, yet overwhelming, responsibility of administering a loved one’s estate. Executor Express simplified this process through the development of an all-in-one toolbox that breaks down the legal and financial responsibilities into simple steps, all of which can be managed by the executor within a user friendly online platform.
Executors can have peace of mind knowing they are in control of the process with an affordable flat fee service and support to guide them every step of the way with the help they need, when they need it.
Trusted Advisor of 1st Time Executors
Chet is dedicated to educating the public about the importance of
comprehensive personal financial planning. Chet's professional
qualifications include Certified Financial Planner and Registered
Financial Planner designations. Chet is Past President of the Institute of Advanced Financial Planners.
He has been a frequent guest on local radio and television
programs and has contributed articles to the press on the subject of
Chet became an independent financial planner after spending
a number of years in the wealth management subsidiary of a large
financial institution. He is experienced in all aspects of personal
finance including investments, estate planning, retirement planning, tax
planning and trusts.
Chet was the Regina Chapter of the Canadian Association of
Financial Planners nominee for the 2000 National Member of Distinction
Award. He is a former board member of Value Partners
Investments, an advisor owned mutual fund company. His firm was the Better Business Bureau of Saskatchewan Torch Award winner in 2006.
Chet was listed as one of Canada's Top 50 Advisors by Wealth Professional magazine.
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs. Services include document organization, bill payment with statement reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.
1. A senior whose spouse handled all of their finanical affairs and that spouse is now experiencing cognitive or physicial decline; is in care or has died. The remaining spouse is overwhelmed and doesn't know where to turn for assistance.
2. An individual named as a Personal Representative who has never dealt with an estate and is overwhelmed and doesn't know where to turn for assistance.
My initial career was healthcare (BN). After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.
My goal for you is Peace of Mind around day to day management of your financial affairs. We will achieve this through a mutually rewarding and ongoing client relationship.