Tom Allen MBA, CFP
Tom uses a holistic approach to guide clients to financial success. Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create a clear, path to financial and income security.
Platinum Realty Appraisals Inc. is a full service residential real estate appraisal firm based out of Burlington, Ontario. We specialize in properties located in Halton and West Hamilton, with a focus on Burlington, Oakville, Milton, and Waterdown, along with their surrounding rural areas.
Reports are completed by the company owner; Jeff Allen- a CRA designated member of the Appraisal Institute of Canada. He also holds an Honours Bachelor of Commerce degree from McMaster University along with Certificates in Residential Valuation and Real Property Assessment from the University of British Columbia.
Our primary focus is to provide our clients with high quality appraisal reports which are based on comprehensive research, experience, and knowledge of the local market. Our clients in the accounting, legal, and financial services industries utilize our appraisals for a variety of purposes including:
Have been in the insurance and financial industry off and on since 2003. Have worked as a captive advisor as well as an advisor on the brokerage side. I have held many insurance related positions such as inside wholesaler, wholesaler, and Regional Vice President. I currently hold the following designations - FPSC Level 1®, CHS, CEA, FIC, ALMI, ACS.
I'm a firm believer in continuous education and upgrading my skill set.
Dane Anderson works as an Area Advisor for Allied Associates LLP, Chartered Accountants who specialize in the Agriculture sector. Dane has more than 10 years experience in Taxation, Financial Reporting, Financial Planning, Succession and Estate Planning holding a business accounting diploma and a FPSC Level 1 Certification in Financial Planning.
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate, estate and philanthropic planning.
We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.
At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 34 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.
Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.
I am a Chartered Professional Accountant (CPA, CMA) that is MFDA and Life Licensed.
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he tied for the second highest mark in the country when completing his final certification exam.
As both a Certified Financial Planner with a specialization in estate planning and intergenerational wealth strategies, and a Certified Executor Advisor, Matthew is uniquely equipped to partner with families as they prepare for future estate transitions so as to assure that no details are overlooked and the process is as smooth and efficient as possible, minimizing risks of family conflict and liability. When the time comes that his clients pass away, Matthew is a qualified and experienced resource who partners with his clients' children and walks them through the estate settlement process.
As one of the founding partners at Lighthouse Private Wealth, Matthew has built an industry leading team that ensures a top tier experience for the people and organizations that deal with him.
We are private wealth managers assisting successful families to grow, preserve and transition their wealth.