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I have been in Life Insurance and Investment planning business for families that require good understanding of the importance of planning for the future life after work and transfer assets accumulated during their lifetime to their spouse and children with minimum tax impact.

Manisha graduated from the University of Punjab with B.Comm
in Accounting and Business Law followed by Business Administration in
Accounting from NAIT. Manisha has over 23 years of experience with a focus on
accounting and customer service. Prior to joining KPMG, Manisha has worked with
different financial institutions, Oil & Gas and hospitality industries.
Having worked through different sectors of the economy, the desire and passion
to help families and individuals during difficult transitions is what drove
Manisha to be a specialized professional. Manisha has obtained Certification in
Estate and Trust Administration (CETA) and Trust and Estate Practitioner
designation (TEP) that is recognized worldwide.

As a Paralegal at KPMG Law LLP, Manisha possesses extensive
expertise in estates, powers of attorney, trust administration, and litigation
matters. She is proficient in drafting essential legal documents—including
wills, POA agreements, and trust instruments—as well as preparing probate and
trust administration filings. Manisha communicates effectively with executors,
trustees, beneficiaries, and financial institutions. Her skills encompass
interpreting complex legal terminology, adhering to evolving compliance
requirements, and handling sensitive client information with discretion.

Her role becomes particularly significant during litigation,
where she conducts thorough legal research, drafts motions and pleadings,
manages discovery processes, and prepares exhibits for court proceedings.
Manisha's proficiency benefits all aspects of case management, including
collaboration with attorneys, clients, witnesses, and experts to ensure
seamless information flow and support comprehensive trial preparation through
organized case files and evidence presentation.

Manisha’s professional diligence, personable approach, and commitment
to ensure that each one of her client’s experiences is positive and
legendary by building strong relationships with them and their families. She is
passionate about her work and possesses exceptional client service skills.

I have been a financial advisor since 2003, helping families navigate the ever changing financial landscape. Focusing on helping everyone regardless of their financial net worth. 

In 2012, I became an EPC - Elder Planning Councillor and have helped many families deal with 'End of Life' planning, providing compassionate and practical advice during challenging times.

Benjamin graduated from Dalhousie University’s Schulich School of Law. and in 2015 began his career as a lawyer. In December of 2018, Benjamin formed Barrington Law Inc. and bought a rural law practice in the Barrington area of Nova Scotia and has expanded the practice to serve Shelburne County, as well as other parts of the South Shore, and also the Truro area in central NS. 

Being a rural practitioner, Benjamin runs a
general practice focused on transactional law. He has a special interest in the
fields of property, estates and estate planning, marine, and business. 

I am a Funeral Pre-Planner and Aftercare Specialist

For the past 35 years I have been working with people in the GTA and surrounding areas that need financial guidance. My specialty is in Insurance, retirement and estate planning. 

Shelly Smee is a seasoned professional with over 28 years servicing clients in the Lower Mainland.  With her team The Integrity Real Estate Group, she manages 50+ transactions a year with a focus on Estate Sales, downsizing and working with investors.  She is a well respected member of her community and serves on the Professional Conduct Committee of the Greater Vancouver Realtors.  From 2016-2023 Shelly also helped grow Oakwyn Realty from 50 agent to over 600 agents across BC, as facilitator of Oakwyn's Proprietary Post Licensing course, training over 350 new agents and overseeing the HQ branch Regulatory Compliance as Managing Broker.  In Fall 2023, Ms. Smee retired from her Managing Broker role to be full-time back doing what she loves best, servicing her clients. Shelly has Developed an Executors Guide and Checklist to assist her clients navigate the complex disposition of Property that often is a major event in the winding up of an Estate.  Her extensive network of industry resources ensures an executor can hand over the keys and know the property is in good hands.   From Date of death Market Value to Removals, Environmental Services and Staging, our team is well versed in managing every step of the home sale process.   Integrity., Our Name is Our Promise.

Andrew Smith, Financial Advisor, Andrew Smith Insurance Inc. Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company. Andrew Smith, Mutual Fund Investment Specialist, Mutual Funds offered through Co-operators Financial Investment Services Inc.

As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. We provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations.
Investments. Driven by our co-operative values, we put people – like you – first. Our personalized, easy-to-understand investing solutions are designed to help you meet your needs today and your goals for tomorrow.
Insurance. For more than 75 years, we’ve been helping Canadians protect themselves and their loved ones. And that’s not about to change. A strong financial foundation includes reliable coverage when you need it most.
Advice. Can’t decide between a TFSA and an RRSP? Not sure what the right long-term plan is for you? We provide straightforward, judgement-free advice, no matter where you are on your personal financial path.