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.
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.
Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning.
Certified Financial Planner (CFP)
With about 18 years of experience in the financial industry; I became an advisor in 2011. Prior to my current role, I was an employee of Sun Life Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care, etc.
As an advisor, I guide my clients in reaching their goals with a holistic approach: risk protection, savings strategies, estates and retirement planning.
My ability to provide good service and educate clients is made possible through the consistent help of my direct and extended Teams (my staff, partners at fund companies, as well as the Wealth, Insurance and Estate support at Sun Life).
I am a father of a boy born in 2006, a sweet daughter in 2008 and been happily married since 2005. My family support has tremendously contributed to my success.
I do spend a lot of time giving back to my community through volunteering work, and been board member and chair of various community based organizations.
Fully bilingual in French and English, speak few other languages; passionate about positivism, love cultural diversity and languages. Practice various sports and games, I like general and eco & political knowledge.
I enjoy working with my clients to help build and secure their financial futures. Together we decide what's important and develop strategies to achieve realistic goals. The world is ever changing and education is what helps us keep up. As a Certified Financial Planner CFP, Certified Executor Advisor CEA, Chartered Life Underwriter CLU, Chartered Financial Divorce Specialist CFDS, Certified Health Insurance Specialist CHS I am always learning and willing to share my experiences with others.
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and estate planning.
Gregory Dobson is a Certified Financial Planner at Retirement Navigator. Gregory began his career working for Canada Revenue Agency, which has provided him with extensive knowledge of the Income Tax Act. Gregory has been in the financial planning industry for over twenty years where he developed specific estate, income tax, and financial planning skills while cultivated trusting client relationships.
Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we aim to take the worry our of the investment process.
Everything works towards the success of your comprehensive Personal Financial Plan.
Retirement & Beyond
You are about to retire or have retired, now what? Protecting your estate from unnecessary taxes and fees is what we do. We ensure your Legacy will be what you actually intended without surprises. We put the pieces together in the form of a plan, presented in a detailed estate planning portfolio. This will make the transition of your estate to the people and charities you love, as smooth as possible.
I have over 30 years experience in Accounting and Financial Analyst. For the past few years I have been working with small business owners setting up their companies, doing both personal and corporate taxes and being a resource for them as they run their business.
I wish to make a difference by helping people with their accounting needs and executor advice.