Beechwood understands the necessity of dealing with many details that come with the passing of a loved one. The many forms to complete with deadlines looming can often be overwhelming. We offer personal and confidential support to bereaved families confronted with the task of registering a death and notifying all the necessary government, pension, services and business organizations. Beechwood's Executor Assistance Counsellor will take care of may forms and notifications to avoid extra legal expenses, penalties or delays in processing benefits.
22 years experience providing Investment and Insurance advice, as well as Estate, Tax, and Financial Planning. I am a Certified Financial Planner, Certified Professional Consultant on Aging, and Certified Executor Advisor . I focus on client service and building relationships with my clients.
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 28 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear. Our services help you in advance, and during this most difficult of times to protect what matters most.
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors. I have been working with my clients since 1992 to provide investment advice that helps them realize their goals and create lasting legacies.
I am a Legal Administrative Advisor with NLCU. I am located at our Corporate Office and assist our branches and Members by helping them understand Wills and Estates.
As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE.
VP and Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 10 Wealth advisors, 10 Priivate Bankers and a amazing team of Private Trust officers. We cover from Hey 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto area. I am a CFP, RRC, CIFP and now CEA.
I have been a Professional Appraiser since 1992 and have the AACI designation as a member of the Appraisal Institute of Canada.
I work for Farm Credit Canada, supporting Agriculture throughout Canada. I am an in-house appraiser specializing in valuing farms, agri-business and machinery & equipment.
FCC is a crown corporation providing lending services and programs to farmers and businesses directly related to agriculture.
Bill has been a financial advisor and planner since 1996. His focus, and that of his team, has always been on planning first. In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I able to truly provide the financial advise and counsel that clients are looking for." Bill has B.Math, B.Ed, CIS, CLU, CFP, CIM and CEA designations.
Protection. Progress. Prosperity.
Our investment approach focuses on key principles and strategies. One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service; and, we do not believe in locking our clients into any term investment. We believe clients should be able to move investments from one firm or bank to another without penalties or fees. We are active management fee based advisors.
Services: Estate Planning, Active investment management (registered and non-registered accounts), Insurance (life, health, critical illness and disability) and investment tax advice.
Peter Bertrand, B.A., MSc.Ed., CPCA, CEA
Worldsource Financial Management Inc.