Some people see financial planning as a puzzle where the pieces don’t always fit together. As an Edward Jones advisor, I help you connect the pieces in a way that makes sense for your life, so your financial future feels clear and achievable.
I help individuals, couples, families and business owners achieve their most important goals with comprehensive financial advice, guidance and planning. Whether you’re just starting out, in your peak earning years, or mapping your transition into retirement, I can support you with plans that address all of your financial needs - including tax-efficient strategies for investing, protecting your wealth, and building a strong legacy. I’m especially passionate about supporting clients through life’s big changes and helping them feel empowered to shape their future.
I believe that successful financial planning requires an equal measure of head and heart. And with me, you get both: a strategic and analytical partner who cares deeply about your success.
From a young age, I’ve had a natural affinity for numbers and problem-solving, which helps me pinpoint opportunities to reach your goals more effectively and head off potential risks before they arise. My clients also benefit from my love of learning and constant drive to earn new credentials - which bring new experience and fresh perspectives to our strategies.
At the heart of my practice is a simple philosophy: financial advice should be as personal as the lives it touches. That’s why I’m here to be your sounding board for long-term decisions, not just transactions. With me, you can expect thoughtful questions, ongoing partnership, and a shared vision for the life you want to create.
My practice is supported by a branch team that shares my commitment to thoughtful, personalized experience, working together to help you feel confident and supported at every stage of your financial journey.
When I’m not helping my clients, I enjoy an active lifestyle with my husband and our blended family of five - from weekend biking adventures to all the joys that come with a full house.
Are you ready to build a financially secure life on your own terms? Please get in touch and we can explore the possibilities.
Lauren is an associate lawyer at Scharfstein LLP, a full-service law firm in Saskatoon, Saskatchewan.
Lauren
maintains a general practice with a special focus on corporate and commercial
law, wills, trusts and estate planning, and estate administration.
My goal is to safeguard families from unnecessary stress, delays, and costly mistakes by making sure they have the support and information they need throughout every aspect of life.
My team and I provide comprehensive financial services including investment planning, insurance solutions, and tax strategy planning for individuals and small businesses. We take a proactive, personalized approach to help clients build wealth, protect what matters most, and stay tax-efficient. Our goal is to simplify complex financial decisions and provide clear strategies that support long-term financial confidence.
Providing the following services:
-Accounting, bookkeeping, Financial Statements prepared for Income Tax Purposes
-Income Tax preparation and planning-personal, small business and corporations
-Financial and Tax Planning
-Consulting
Kim is a seasoned advisor with 18 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years. Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients. She believes financial planning goes far beyond the numbers. She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective. In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.
Kim lives in Bolton with her husband and 3 daughters. She is a community advocate and is a proud member of the local chamber and is a past Chair.
Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), is Life Licensed and an Investment Representative, and a securities licensed Financial Advisor.
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.
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.
TBD
October 15th 2026 - Mississauga, ON.
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