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.
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.
Located in Goderich, I work with my clients to help them achieve their financial goals. I found the the majority of people need the most help with dealing with estates and who to talk to and what direction to go. I am here to help and guide them.
For the past 17 years, I have been a full time Real Estate Broker. My business has focused on Estate Sales and includes both Residential and Commercial.
In an effort to Provide the Best Service and the Most Timely information, I have successfully completed my Certification on Wills and Estates through Osgoode Law.
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 as an 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.