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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.

Prior to
joining Equitable Life in 2017 (for the 2^nd
time), Jim has spent more than 35 years in the financial services
industry as a producer, financial planner, and a market
representative with both Equitable Life and Canada Life.

Jim
has been very active in the industry as Membership Chair and Program
Chair as well as Vice President for the Advocis Calgary chapter for 6
years.

In
his role as Investment Sales manager, Jim works with the MGA
distribution channels and their brokers to enhance sales of Equitable
Life Investment products.

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 for 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

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 statement reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.

Typical clients:

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 mutually rewarding and ongoing client relationship.