TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our support to meet your individual needs. The Change Manager Inc. helps families successfully Plan, Prepare and Communicate their wishes.
Randy has lived and worked in Westman his entire life. He graduated from the Business Administration program at ACC and soon after began a 35 year career in the Manitoba credit union system. During that time and since his retirement in 2016, Randy has been active on a number of community boards and service clubs such as Lions, Kinsmen, the Brandon Area Community Foundation and the Brandon Chamber of Commerce. He also served on the boards of Credit Union Central of Manitoba and the Co-operative Development Foundation of Canada and currently is on the board of Westman Immigrant Services.
I have 23 years experience working in the trust and estate industry for various trust companies in both administration and business development. I am an active member of the Estate Planners Council of Halton & Canadian Association of Gift Planners. I maintain the following designations TEP, STI, EPC, MFA-P. Trusted Legacy provides a full suite of legacy planning and organizational services, planned giving strategies and assistance, advisor education and client seminars and agent for Executor, Trustee, and POA services.
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance. His expertise is custom investment plans, pensions, estates, and personal income tax. He is also an Elder Planning Counselor. Please see www.bryce.ca for more information and testimonials from clients.
I attained my life licence in 1994 and I have my CFP, CHS and CEA designations. I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients. I also have a large Group Benefit block of business. I am involved in many charities and very involved with minor hockey.
Doug Buss CLU, CPCA, CFP, CEA, Owner & President of YourStyle Financial Inc. Proud to be celebrating my 33rd year in the financial services industry. We help business owners, employees and families achieve their dreams. We specialize in Investment, Insurance, Tax and Estate Planning solutions. Feel free to give a us a call to arrange a complimentary review/discussion.
Our firm is the only law office in Newfoundland and Labrador that focuses exclusively on wills, estates, and related matters. We do estate planning, estate administration, executor assistance, and mediation of estate -related disputes.
We offer a completely innovative approach to legal services. We have banned the billable hour system entirely and use flat fees for services. We don't charge for postage, copy paper, faxes, etc. We return all calls within a day and have wills signed within a week. We do weekly seminars for the public in-house and offer a variety of how-to brochures and online courses.
I was first called to the bar in Alberta 30 years ago, and am now practicing in my home province of Newfoundland and Labrador.
I am the author of 9 books about estate planning and administration, and one about the history and development of wills. I have had numerous articles published in magazines and newspapers. I have been interviewed on estate-related topics on BNN, CPAC, Global TV, City TV, CBC Radio, VOCM Radio, the Wall Street Journal, the Globe and Mail, the National Post, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Maclean's Magazine, Advisor's Edge Magazine, Canadian Lawyer Magazine, Lawyers' Weekly Magazine, Caregiver Solutions Magazine, Mompreneur Magazine, Today's Parent Magazine, Cottage Magazine, FinancialPipeline.ca, AdvocateDaily,com and many other websites.
I write a blog on wills and estates matters that generates more than 4,000 hits a day. Feel free to visit my blog at www.estatelawcanada.blogspot.ca.
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) and of course Certified Executor Advisor (CEA) designation.
extensive knowledge and expertise in the financial industry as a whole,
including banking products, investments and taxation, credit products
I am fluent in English, Russian and Hebrew.
TD Private Wealth Advisor-Triage client's financial needs and goals.