I began my career in banking and accounting, and established several companies: insurance brokerages, pension and employee benefit consulting firms, as well as estate planning consulting companies. My career has taken me to the boardroom and kitchen tables. My experience in corporate and personal finance has led me to consult on exit strategies for my clients and their companies.
Though my work in estate and financial planning, I have been a speaker and chairman of seminars on estate preservation and charitable giving. A Co-founder of the Halifax Estate Planning Council. My clients knew me as a trusted financial advisor who delivered creative financial solutions to their complex financial challenges. I performed for my clients as 100% independent of any financial company, enabling me to offer the best possible advice based on their unique needs.
My work in the estate planning field has led me to now focus on Funeral Pre- Planning, "The Missing Link in Estate Planning" I now am associated with JA Snow Funeral Home in Halifax (Dignity Memorial, largest funeral provider in North America) I am a pre- arrangement advisor, counselling families on the important decisions that must be made at an emotional and difficult time in their lives.
My financial background, and knowledge of financial products, bodes well for working with other advisors on independent executorships.
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
I'm a partner with the firm Lifelong Financial Solutions. We offer full financial planning services specializing in insurance planning, retirement planning, and estate planning. Our goal is to help clients develop sound financial plans that enable them to meet their goals and aspirations through every stage of life.
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.
Lesley has worked in the financial services industry for over 25 years, earning her Certified Financial Planning Designation in 2020. Lesley is passionate about educating her clients and helping them navigate the world of financial planning.
My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and lifestyle of my clients.
Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.
Knowing clients have unique needs at this stage of their lives, she developed the Great
Exit™ Planning Process to provide a structured approach to financial planning through this pivotal time.
While her clients may be focused on their own exit planning goals, they are often called upon to act as Executor for loved ones, and so Jennifer has added to her credentials with the CEA designation to support her clients through these difficult times, as well as help her clients optimize their own Estate Plans.
Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in 2022.
Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.