Sylvia Carruthers, B.Sc.(O.T.), LL.B, C.E.A. is an experienced retired lawyer who has been assisting clients in estate planning and administration since 1983. In addition to her extensive and lengthy career in Ontario and Alberta as a lawyer, giving her extensive knowledge and experience as an executor and attorney, she is now working with Financial Concierge Inc and is ready to assist executors, attorneys and those developing their estate plan.
Sylvia focuses on problem solving and dealing with the individual needs of each client, resolving issues by extensive communication and investigation, rather than stock answers. Her focus is on her clients and their issues and providing exceptional service to them.
Sylvia looks forward to assisting people with sound advice about the extensive and complex issues of being an executor, attorney or personal representative and looks to gain your trust as your advisor. Let me know how I can help you.
A lifetime of experience in the financial services industry.
Not only an independent advisor but also a world class athlete in the masters category of Olympic weightlifting.
Contact for world class performance
Local CPA firm offering personal, corporate and trust services
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.
With
Jim’s 35 years in the financial services industry and 16 years
prior experience as a small business owner this has provided him with
an understanding of the sales process and needs of the business
community. He uses this knowledge to assist producers in preparing
portfolios and growing their business and provides support to his
accounts through a variety of educational seminars and case
consultations.
Jim
announced his retirement from Equitable Life at the end of April 2024 and
has decided to go back into practice to serve his clients and work
with brokers to build their practices . He is looking forward to this
new chapter in his life as he has joined Experior Financial to serve his clients and brokers alike
At a Financial ConciergeTM, we accept appointment to the roles of executor, attorney and agent. In addition, we will assist and coach executors as Agent of the Executor.
We also assist seniors, vulnerable individuals and busy professionals with day to day management of their financial affairs. Services include document organization, bill payment with statement reconciliation, liaising with their advisors and trusted contact.
My initial career was healthcare (BN). After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.
My goal for you is Peace of Mind around day to day management of your financial affairs. We will achieve this through a mutually rewarding and ongoing client relationship.
I work as a Senior Financial Planner at TD Wealth. I help client setting and achieving their retirement goals. I hold my Certified Financial Planner (CFP), CIM, FCSI. I am also a Certified Retirement Specialist and LLQP life insurance licensed. I recently obtained my Diploma in Certified Executor Advisor (CEA).
Mutual Fund sales representative
Insurance Planning for individuals & small business
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE