I have been working in the financial and
banking industry since 2007 (including service at CIBC and RBC banks). I
hold the PFP (Personal Financial Planner), FMA (Financial Management
Advisor), CLU (Chartered life underwriter) and of course CEA (Certified Executor Advisor) designation.
I have
extensive knowledge and expertise in the financial industry as a whole,
including banking products, investments and taxation, credit products
and insurance.
I am fluent in English and Russian.
My company deals with small business owners and professionals
More information is available on artemfinancial.ca
Also you can email us at contact[AT]artemfinancial.ca or phone 403-690-8622
I am a senior manager in Baker Tilly in Windsor’s Tax department. I focus on private company matters including estate planning, reorganizations, and general day to day advisory support. I joined the firm in 2015 after spending three years with another local accounting firm.
I graduated from the University of Windsor in 2010 with an Honours Bachelor of Commerce degree and also hold a diploma in Business Administration - Accounting from Canadore College. I obtained my CPA, CA designation in 2016 and completed the CPA Canada-In-Depth Tax program in 2019. I have completed the full STEP program and earned the Registered Trust and Estate Practitioner designation, a credential that recognizes advanced proficiency in trusts, estates, and complex family enterprise matters.
As a Strategic Analyst,
Ian Callaway consults directly
with Individuals across Canada, particularly Professionals, as well as the referred
clients of Accountants, Financial Advisors/Planners, Insurance
Brokers, and Lawyers on 1 of 5 Insurance areas: Disability; Life; Critical Medical
Onset; Travel; and those Hard to Insure. The professional perspective applied to each client's situation is as an Analyst, with a very visual explanation.
Ian
Callaway is a recipient of The National Association of Health Underwriters’ “Contribution
to Understanding Disability Insurance Claims” Award.
Besides having spoken before every major national and international Disability Insurance forum, Ian has conducted Provincial, State,
and Nationally certified Continuing Education courses for Financial Planners
and Insurance Brokers in both Canada and the
United States.
In
the Non-Insurance field, Ian
has been the Team Manager for
High-Performance Amateur Ice Hockey Clubs having won two International
Tournaments. Ian has also published an extensive number of articles revolving
around governing Condominium life in British Columbia.
TD Private Wealth Advisor-Triage client's financial needs and goals.
FCSI,CIWM,CIM
Experienced advisor specializing in providing estate settlement services to executors. Serving clients in and between Ottawa and Toronto.
James Campbell Dipl. B., CFP, FMA, CIM, DMS, FCSI, MBA, CGAP, CIWM, CEA
ADC Wealth Strategies Ltd. offers comprehensive financial services, including financial and retirement planning, investment solutions, tax preparation, life and disability insurance, critical illness insurance, and Guaranteed Investment Certificates (GICs). The team also helps clients navigate estate planning considerations and the financial complexities associated with estate settlement.
Amanda works alongside Phil Hauser, CFP and Certified Executive Advisor, who brings over 30 years of industry experience, including expertise in financial planning, estate planning, and working with farming families and corporations. Together with Paula Barbosa, Client Coordinator, and Daniel Cardenas, Office Manager and Tax & Insurance Assistant, the team combines complementary experience and knowledge to provide coordinated, personalized service.
What sets ADC Wealth Strategies Ltd. apart is its collaborative approach and commitment to seeing the bigger financial picture. The team understands that estate settlement can be overwhelming for executors and families. They help clients understand the financial considerations involved, navigate investment and tax-related matters, and coordinate with your lawyers, accountants and executors where appropriate. By bringing financial planning, investments, tax services, insurance, and estate-related guidance together, ADC Wealth Strategies Ltd. strives to make complex financial matters easier to understand and manage, helping clients and their families make informed decisions through every stage of life.
October 6th 2027 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE