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.
I have over 30 years experience in the financial services industry helping my clients through all stages of their lives.
I have handled many estates in various sizes and am a partner in a company known as EASIhelp - Estate Administration Services and Information.
35 years experience as a Financial Advisor and Portfolio Manager.
Part of a multi-discipline Team with a Focus on Wealth development, growth and Estate Planning
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.
I have been in the Financial industry since 1993 as an Financial Planner / Insurance advisor and for the last 12 years as a wholesaler for the leading Insurance Companies in Canada. I'm at Equitable Life of Canada in the position as the Regional Investment Sales Manager serving southern Alberta.
I have completed my CSC ,CPS and PHP along with my CEA.
I provide training and support to the financial industry
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs. Services include document organization, bill payment with statment reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.
1. A senior whose spouse handled all of their finanical affairs and that spouse is now experiencing cognitive or physicial decline; is in care or has died. The remaining spouse is overwhelmed and doesn't know where to turn for assistance.
2. An individual named as a Personal Representative who has never dealt with an estate and is overwhelmed and doesn't know where to turn for assistance.
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 mutally 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).
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.
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.
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!