Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins.
"The better I am able to get to know someone and what they are trying to accomplish, the better the guidance I am able to offer them and the better the decisions they can make to reach their goals."
Wade helps clients to prepare their estates to maximize the benefit to their eventual beneficiaries and ensure that the executor can wind up the estates as efficiently as possible to minimize stress and problems. He also helps executors by coaching them on the steps that need to be taken and providing the tools to make it as easy of an experience as possible.
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.
Financial Education First Approach
I acquired the Certified Executor Advisor designation in 2017 in order
to fill the gap in my knowledge; several of my clients were dealing with the responsibilities
and duties of being Executors. Having
this designation has enriched my Estate Planning advice, and benefited my
clients further by having their affairs in order. This results in better harmony, especially in
blended family situations.
Having over 10 years of experience as an independent financial advisor, I
have a passion for helping clients accumulate wealth, preserving that wealth
and providing effective income strategies in retirement. My clients know they can depend on me and my
network of specialists to help solve their challenges and take advantage of
opportunities they may encounter while they realize their goals and dreams.
I specialize in working with individuals, families and business owners
whether they are in retirement or will be making that transition in the next 5 –
say the hallmark of my business is my close communication with each client and
my frankness to their concerns.”
areas: Investments, Insurance, Estate Planning, Wealth Transfer, Retirement
and Tax Planning.
ASSOCIATE FINANCIAL PLANNER™ (QAFP™)
CERTIFIED EXECUTOR ADVISOR (CEA)
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.
I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing comprehensive wealth management planning.
Providing Professional Executor and Estate Advisory.
We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca