Guy Valle is currently an associate at Parlee McLaws LLP practicing civil litigation, Wills and Estates litigation, with emphasis on alternative dispute resolution.
I am a CPA and I am a Partner in a Scarborough based firm, Vanderkolff & Associate CPA's. Our firm provides accounting services to individuals and small businesses mainly in the GTA and surrounding areas. We offer services in personal, corporate, Estate and Trust taxes as well as a wide variety of other essential accounting needs.
Estate taxes and services are of particular interest to me and I have worked closely with many Executors. I can offer guidance, advice as well as prepare the required returns, requests, statement of accounts and applicable CRA filings. My role is to assist in the proper filings and to ensure that proper taxes are paid taking into account any possible tax savings.
Professional Realtor for over 22 years, with numerous top sales awards. Helped hundreds of people achieve their real estate goals in Buying, Selling, Investing and Leasing real estate. Very update on trending markets and regulations. Primary work in Toronto East, Durham Region and Markham.
Ioulia is an Senior Associate Lawyer with the Hummingbird Lawyers Wills & Estates practice group. Ioulia has a diverse legal background that includes estate, family law,, civil litigation and real estate practice. Drawing on this experience Ioulia is able to offer proactive legal advice aimed at identifying issues before they manifest into problems. She recognizes the delicate nature of Wills and Estates matters and takes great care to thoroughly understand her clients’ needs to offer tailored advice.
A natural problem solver, Ioulia utilizes both litigation and the alternative dispute resolution methods to represent her clients. She has appeared at the Ontario Court of Appeal, the Ontario Superior Court of Justice and the Divisional Court.
Ioulia’s Estates practice includes Wills, Trusts, Powers of Attorney for Personal Care and Property, Estate Administration, Certificate of Appointment of Estate Trustees, and Estate Litigation.
Bar Admission: Province of Ontario (2010)
Education:
University of Ottawa Law School, (L.L.B. 2008)
York University (B.A. Psychology 2004)
Portfolio Reviews | Retirement Strategies | Education Saving Strategies | Life Insurance | Estate and Legacy Planning | Succession Planning
As a financial advisor at Edward Jones, I bring together strong financial expertise, exceptional service, and an entrepreneurial spirit to deliver personalized financial strategies. Originally from India, I moved to Canada in 2014, settling in Niagara Falls, and a career opportunity brought me to Regina in 2017. My background in the farming industry, combined with my dedication to making a positive impact, fuels my passion for meeting the financial needs of my community.
I work with clients in agriculture, land development, and professionals such as lawyers, accountants, engineers, and physicians. Consistent with the Edward Jones philosophy, I employ a conservative investment approach, focusing on capital preservation, income generation, and steady, long-term results. This approach ensures confidence for my clients as they pursue their financial goals. I adopt a collaborative process, partnering closely with clients and a trusted network of professionals to create actionable plans. We provide sound investment advice, estate planning, tax-efficient insurance strategies, and goals-based financial strategies, all supported by a well-established process that uncovers what matters most to each client. Clients benefit from transparent fee structures, strong governance, and a trusted reputation.
I’m also passionate about mentoring young professionals and actively contribute to organizations like the Saskatchewan Young Professional Entrepreneurs, local community events, and the Canadian Association of Farm Advisors.
If you're seeking a dedicated financial advisor to craft personalized financial strategies, I would be delighted to connect. Whether you're a business owner in need of a comprehensive financial strategy or an individual looking to secure your financial future, I'm here to support you every step of the way. Contact me today to explore how we can develop a customized financial strategy that meets your unique needs. My Branch Office Administrators, Cassie Schuster and Kendall Gelowitz, and I are committed to exceeding client expectations. We look forward to meeting you soon.