As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE.
VP and Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 10 Wealth advisors, 10 Priivate Bankers and a amazing team of Private Trust officers. We cover from Hey 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto area. I am a CFP, RRC, CIFP and now CEA.
I work for Chinook Financial, a Division of Connect First Credit Union Ltd.
In my role, I not only deal with the Estates for the branch, I also help members with their financial and retirement goals.
I have been a Professional Appraiser since 1992 and have the AACI designation as a member of the Appraisal Institute of Canada.
I work for Farm Credit Canada, supporting Agriculture throughout Canada. I am an in-house appraiser specializing in valuing farms, agri-business and machinery & equipment.
FCC is a crown corporation providing lending services and programs to farmers and businesses directly related to agriculture.
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.
My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and coordinated service to accomplish their financial goals.
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
Worldsource Financial Management Inc.
W.R.(Bill)Black CExp, CIM, CFP, CEA, EPC, Providing financial advice to Business Owners and their families for 25years. The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth Management Plan for Private Business Owners. Bill helps Clients develop Business Exit Strategies and Estate plans.
Tracy has worked at Graham Mathew Professional Corporation since 2001. Most of her focus is on personal and estate income tax. She enjoys being able to work closely with her clients and to bring understanding to complicated situations. Client service is a priority. Read what her clients have to say ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA) " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)
After 23 years in retail banking and 16 years in the mutual fund/financial planning business I have developed and now focus on providing retirees and the soon to retire sector with the tools and advice not generally provided by the majority of financial advisors. Retirement represents a quantum shift in a person's thought process and assumptions that worked in the accumulation years can be deadly to a person who is living off their investments in their retirement years. Added to this are quality of life and planning for death issues that the young never consider. These should be your golden years but without planning they can simply be the stressful years. I work to help clients eliminate the stress of retirement by providing clarity for their retirement years and supporting them with the information they need when confronted with life altering events.