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We provide accounting, taxation and financial planning services to real estate investors.

Making the right moves

Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast with an ever-changing array of financial products and the evolving economy they’re designed to serve.

That’s where I can help

I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.

Did I mention I’m mobile?

As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.

Looking forward to working with you!

I joined Sun Life as an advisor in 2018.  Since then, I’ve had the privilege of working with many clients and their families across Ontario.

I am also a QUALIFIED ASSOCIATE FINANCIAL PLANNER™, QAFP® professional.

I am associated with Alexander Anastasopulos, Financial Planner at Sun Life. 

My mission is to help Canadians achieve lifetime financial security, should they live too long, die too soon, become sick or disabled.

My services include financial planning, health and life insurance, wealth(investments and savings), and group benefits.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer investment solutions tailored to all your financial goals.

With my Certified Executor Advisor® designation, I have gained the knowledge and skills to help my clients better understand the successful transition of wealth from generation to generation. I can help my clients with investment and tax strategies, retirement planning, insurance planning, and estate considerations so they can focus on what really matters.

I joined Edward Jones as a financial advisor in 2018 after spending the previous six years in the investment industry looking for the right fit for me and my clients. I've finally found it here at Edward Jones.

My husband, John, our two children, Jacob and Ellie, and I previously lived in LaSalle for more than 20 years. We now reside in Essex and are enjoying this small town as well. As young adults, my children are learning how their own education and careers have changed our family's financial dynamics. I believe these are the kinds of important transitions that we need to share with others as well.

I am an active member of the community, serving on many charitable boards and committees in LaSalle, Windsor and Essex County (Big Brother/Big Sister, Cystic Fibrosis, Acquired Brain Injury Association and Parent Council). I am also an active member of many business groups (We Refer, RefNet, Windsor Business Ex.). I am an active presenter for Junior Achievement and Women's Excellence Skills Training.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your financial goals. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

And remember one very important thing: At Edward Jones, we do money differently!

Be well,
Julie

I am a retired lawyer; formerly a high school English teacher. I articled, was an associate and partner for 38 years at Miles Davison LLP. My practice was in Litigation including Estate Litigation. I hold a B.Ed (1976) and LL.B (1983) goth from the University of Calgary.

We provide Estate services to guide families and Executors thru the estate process from start to finish.

https://www.raymondjames.ca/inspirewealthmanagement/about-us/bio?_=vicki.chatterley

BSc., DDS, CFP, FMA    Principal and financial advisor with The Wyndham Group | Raymond James Ltd.  We build long term relationships with our clients through prudent investment management, holistic financial planning, and exceptional service. We serve a wide range of individual clients and have a special relationship with physicians and dentists.

I am the only practicing dentist in Canada to hold the CFP and FMA designations.  Our first hand experience with health professionals and independent business owners gives us an understanding of their unique concerns and opportunities.

**Tzachi Chen: Your Trusted Certified Executor Advisor**

From the bustling streets of Toronto to the serene
landscapes of British Columbia, I've been privileged to serve the Canadian
community since 2009, diving deep into the intricate layers of financial
services. As I navigated this vast terrain, a profound realization dawned upon
me: the heart of Canada, its people, yearn for clarity, understanding, and
empowerment when it comes to preserving their legacies.

With a heart full of commitment, I've embarked on a mission
to enlighten my fellow Canadians, not just about accumulating wealth, but
shaping it into a lasting legacy. I believe in guiding you gently,
step-by-step, with unwavering transparency and without the shadow of pressure.
For in this journey, knowledge is both our compass and beacon.

The thought of estate planning might stir unease in many
hearts. It’s a delicate dance between love, aspirations, and the stark
realities of life. Yet, if left uncharted, you risk letting impersonal systems
determine the fate of your hard-earned assets. This can sadly translate into
cumbersome paperwork, unforeseen expenses, prolonged delays, and, most
heart-wrenchingly, the added burden on those you cherish the most.

Together with my dedicated team, our promise to you is
simple: we’ll be by your side, helping you craft a tax-efficient estate
strategy that stands as a testament to your love and vision. We'll commence by
understanding the heartbeat of your aspirations, adjusting them if need be. And
with a blend of expertise and care, ensure your legacy seamlessly transitions
in the most tax-efficient manner, reflecting your deepest wishes.

Your legacy is not just about what you leave behind, but
the memories, values, and love interwoven into it. Let’s shape it together.

Greetings! I am Yu (Cathy) Chen, your trusted Licensed Insurance Broker, dedicated to simplifying the complex world of insurance. With a wealth of experience in the insurance industry, I am here to provide tailored solutions that protect what matters most to you.

Bringing 7 years of experience in the insurance sector, I have honed my skills to navigate the intricacies of insurance products and coverage. As a Licensed Insurance Broker, I am committed to delivering the highest standards of service, ensuring that my clients have peace of mind knowing their assets and loved ones are well-protected.

My expertise covers a broad spectrum of insurance and investment solutions, including:

• Personal Insurance: Safeguarding your home, auto, and valuable possessions with comprehensive coverage tailored to your needs.

• Commercial Insurance: Providing businesses with risk management strategies and insurance solutions to protect against unforeseen challenges.

• Life and Health Insurance: Offering personalized plans to secure the financial well-being and health of individuals and families.

• Investment Management: Implementing strategic investment strategies to grow wealth while managing risk.

• Retirement Planning: Crafting retirement plans that provide financial security and peace of mind.

• Estate Planning: Preserving and transferring wealth efficiently while minimizing tax implications.

I understand that choosing insurance can be a daunting task. My approach is client-centric, focusing on building lasting relationships based on trust and transparency. I take the time to understand your specific needs, educate you on available options, and guide you in making informed decisions that align with your goal.

Ready to secure your future? Whether you're an individual seeking personal coverage or a business owner exploring comprehensive risk management, I am here to assist. Contact me at (778)-996-6676 or cathychen@crius.ca for a consultation.

Let's navigate the insurance landscape together and ensure you have the protection you need!

Licensed Insurance Broker in BC/ON

Yu (Cathy) Chen

No one plans to fail, but many fail to plan. As a Certified Financial Planning (CFP) Professional, I specialize in helping people at all walks of life plan, strategize and achieve their goals.

Feel free to contact me with any questions regarding investments, insurance, mortgage, tax and estate planning!