I am a volunteer assisting donors giving funds through a will to the charity.
Sylvia Carruthers , B.Sc.(O.T.), LL.B, a senior lawyer currently practising law in Alberta has been assisting clients in estate planning and administration since 1983. She practiced law in Ontario for many years 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.
Cadence is an integrated, end-to-end solution that streamlines both the estate planning and settlement processes. Businesses that use Cadence can support their bereaved clientele without adding extra work to their plate, and individuals that use Cadence can focus on living, grieving, and healing.
Since 1993 I have been in the Financial industry as an Financial Planner / Insurance advisor and for the last 17 years as a wholesaler for the leading Insurance Companies in Canada.
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.
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.
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).