Personal Banker Officer
Hi, thank you for your interest. I am the owner of Pivotal Aging Innovations Inc and Lifestyle55+Network Inc - providers of the www.SeniorCareAccess.com portal. We develop training programs for many types of service providers servicing older adults (seniors) in transition. I am a Lic REALTOR and MASTER-Accredited Senior Agent, however Pivotal offers a National Canadian Real Estate referral program through our Licensed Pivotal Accredited Senior Agents and MASTER-Accredited Senior Agents. We also offer consulting for families of older adults when faced with the questions of 'What do we need and Who can help us' , basically holding their hands through the many processes and challenges older adults face when a life transition happens. We also deliver the www.SeniorCareAccess.com portal offering Canada's most extensive Retirement and LTC home database, consulting and marketing opportunities for service providers. We are proud to be part of the CEA association and look forward to connecting with you.
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.
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