I am a Wealth Advisor with TD Private Wealth Mnagement working in the high net worth market. I want to help my clients in the area of estate planning and feel this course will help me gain knowledge in the critical area.
I am an advisor serving primarily Nova Scotia. I live the Halifax area and am married with a 16 year old son. Since starting in the business in 1996, I've acheived the CFP, CLU, and Ch.F.C. designations. I serve the business market, retirement market, and the family market.
As a Wealth Advisor, I help affluent clients discover and achieve what truly matters to them. My approach is very personal, backed by experience, education and breadth in my 26 years at TD. My brand is to execute all high net worth and ultra high net worth client needs with empathy, integrity, genuine care and professionalism.
My credentials: CIWM, PFP, B.Econ
Gus began his career with Freedom 55 in 2003. Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations. He is a member of Advocis and the Million Dollar Round Table. Gus helps families and business owners with their cash/flow, retirement, insurance, and estate planning needs by ensuring his clients' understand their own unique situations.
RFP passed in 1985
adviser since 1977
As an Elder Planning Counselor and Certified Financial Planner,
Léony’s approach is to educate and assist retirees and seniors to simplify
their season of life, by providing clients with the information, choices
and tools needed to make wise retirement decisions. She focuses on the
common and unique concerns of retirees such as protecting their savings and tax
efficient income for life and believes a holistic approach to planning is
essential for success. Leony has extensive experience assisting Executors, Estate Planning and as an Executrix herself.
Léony was ranked #2 on Canada’s Top 50 Adviser list in 2014 and
as a Woman of Influence in Wealth Management in 2015 and 2017.
For the past 15 years, I have been a full time Real Estate Broker. My business has focused on Estate Sales. I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home) as well as assist and support our Mature People to Assisted Living, long term care etc. I am Designated as a Senior Real Estate Specialist and am considered The Estate Expert. I look forward to helping You and Yours.
We advise high-net-worth individuals, affluent families and successful
entrepreneurs on life insurance and related financial matters.