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Digital Asset Specialist | Technology leadership

Offering services to organize, secure, and manage the critical data executors need in the digital age.

An active executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the timely access, security, and accuracy of personal data.

CEA | CDAA | MCSE | STEP CETA

Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 8 Wealth Advisors, 16 Private Bankers and a amazing team of 4 Private Trust  officers.  We cover from Hwy 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto Area. I am a CFP, RRC, CIFP and CEA.

Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.

Growing up in Naples, Emma is wholly connected to the community and loves living in paradise! Prior to joining her Mom, Jane Wood, at John R. Wood, she was working in Toronto for a boutique investment firm focused on client services and business development. Emma is also a Certified Executor Advisor. Providing the ultimate concierge experience is imperative for Emma, and working on a team only enhances the boutique-style approach that Jane has cultivated over the years. Emma graduated from Bentley University with a Bachelor's degree in Entrepreneurship and Business Management. In her free time, Emma enjoys working out, playing tennis, trying new restaurants and is an avid shopper!

Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins. 

"The better I am able to get to know someone and what they are trying to accomplish, the better the guidance I am able to offer them and the better the decisions they can make to reach their goals."

Wade helps clients to prepare their estates to maximize the benefit to their eventual beneficiaries and ensure that the executor can wind up the estates as efficiently as possible to minimize stress and problems. He also helps executors by coaching them on the steps that need to be taken and providing the tools to make it as easy of an experience as possible. 

Sharla Behnke is the Manager of Estates & Registered Plans with Access Credit Union.  Access Credit Union serves to connect Manitoba and its members and operates all across the province.

As the leader in the area of estate administration, some of my top priorities is to serve our clients and members with excellence, invest in our communities and empower our staff through continuing education to achieve their full potential.

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.   

Bachelor of Commerce, Business
and Accounting, Concordia University 

Post Graduate Executive
Management Course, McGill University   

Mutual Fund License,
Investment Funds Institute (MFDA)   1997-Current

Licensed Branch Manager,
Investment Funds Institute (MFDA) 
2006-2021 

Licensed Life and Health
Insurance License,LLQP (FSRA) 
 1998-Current

Certified Professional
Consultant for the Aged (C.P.C.A.) 
Current

Certified Executor Advisor
(C.E.A)   Current

Elder Planning Counselor
(E.P.C)      Current

Notary Public of Ontario 
 1990’s

Chairman and Director, Life
Insurance Institute, Property Investments   1990’s 

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

Wealth Advisor

Worldsource Financial Management Inc.