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
Sylvia Carruthers , B.Sc.(O.T.), LL.B, C.E.A. is an experienced lawyer who has been assisting clients in estate planning and administration since 1983. In addition to her extensive and lengthy career in Ontario, she now practices in Alberta, so is ready to assist those with estates involving either province or a combination of both.
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 or personal representative and looks to gain your trust as your advisor. Let me know how I can help you.
A trusted Financial Planner with 30+ years of extensive Estate planning experience. Very approachable and easy to deal with. Completely independent with no in house product bias.
I am a Certified Financial Planner (CFP®) with a background in Education (B.Ed.) I value the relationships that I form, and I show it through honest communication and thorough results for clients. My areas of strength allow me to synthesize the complex world of finance into approachable concepts, empowering clients. We build and find success together.
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