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
We advise high-net-worth individuals, affluent families and successful
entrepreneurs on life insurance and related financial matters.
Jen Denys, is the Aftercare Specialist at Haskett Funeral Homes, a program she helped launch in 2016. Bringing her expertise as a facilitator and business professional, Jen is a compassionate, supportive and conscientious guide as she assists families with much of the paperwork during their time of need. Jen is a Certified Funeral Celebrant, a Certified Professional Coach and is currently pursuing her Master of Theological Studies.
I have been working for TCU Financial Group since 2015 and hold the position of Estate Specialist. I work with our members and their families to ensure their estate plans are in order and provide assistance and advice to the families working to administer estates held at TCU Financial Group.