Rural family life, hiking with the dog and kayaking is a lovely addition to being involved in my community and officiating weddings and funerals for local clients and friends.
Professionally, I am licensed in Financial Planning for over 20 years with a focus on bringing wisdom, peace and calm into end of life planning. Specializing across Ontario in legacy and planned giving with churches and charities.
From working one on one with individuals, extended families or teaching at conferences - my goal is to demonstrate the simplicity of planning in advance using a proven system and financial tools designed to create peace among family members, save fees & taxes - all resulting in exponentially more money to beneficiaries.
I look forward to working along side you - whether it be in your own estate planning, executorship duties or working with your cherished organization in establishing legacy giving for the next generation.
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.
I have been working in the financial services industry since 2010. I started in retail banking and over time, my passion developed towards individual advice and planning.
Coming from a major Canadian bank, I have a vast knowledge of all aspects of personal finance, from savings, investing, lending, and insurance. I have a strong team working with me that will be able to guide you in all of life's adventures.
I was born and raised in Ontario. I attended school at Dalhousie University in Halifax where I obtained a Bachelor of Arts (Major) in History in 2009. I returned to Ontario and obtained a Bachelor of Arts (Honours) in Political Science from Brock University in 2012. I continued my education in the United Kingdom at the University of Kent where I obtained a Bachelor of Laws (Honours) in 2014. Thereafter I moved to British Columbia and in 2015 obtained a Master of Laws (Common Law) from the University of British Columbia. I was certified by the National Committee on Accreditation of the Federation of Law Societies of Canada in 2015. I split my articling training between a boutique personal injury firm in Vancouver and MacMillan Tucker in Surrey.
I am called to the bar in both BC (2016) and Ontario (2019).
I am actively involved in my community. I presently am a board member with the Cloverdale District Chamber of Commerce and have volunteered with various civic organizations in both Surrey and Vancouver.
Canadian Bar Association
Cloverdale District Chamber of Commerce
Cloverdale Business Improvement Association
Law Society of British Columbia
Law Society of Ontario
Surrey Bar Association
LEGAL SERVICES PROVIDED:
Corporate & Commercial Law
Estate Probate & Administration
Real Estate (commercial & residential)
Residential Tenancy Disputes (landlord & tenant)
Strata Property Law (strata corps & owners)
Wills & Estate Planning
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.
joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is
responsible for the provision of value-added services and leading edge
insurance solutions to financial advisors working in the business owner, family
enterprise and high net-worth market throughout Ontario. His role is to utilize
a team-coordinated approach to sales opportunities by ensuring business synergy
and collaboration between all marketing resources.
Daniel has over
twenty-five years of experience in the insurance and financial services
industry in the areas of marketing, national sales and distribution management
including senior management roles with some of Canada’s largest insurance
organizations. Throughout his career, Daniel has focused on enhancing sales and
marketing opportunities through the establishment of strong mutually beneficial
relationships and the development of creative marketing strategies.
Daniel graduated with a Bachelor of Science in Actuarial Science from Laval
University. A member of CALU (Conference for Advanced Life
Underwriting), Daniel has his CLU designation and obtained his
CFP designation in 2018.