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.
With about 15 years of experience in the financial industry; I became an advisor in 2011. Prior to that I've worked within Sunlife Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care, etc.
As an advisor, I help my clients reaching their goals with a holistic approach: risk protection, savings strategies as well as retirement planning.
My ability to provide good service and educate clients is made possible through the consistent help of my Team (my assistant Samantha, as well as the Wealth, Insurance and Estate support from our Head Office).
I am a father of a 11 year old boy, 9 year old daughter and been married 12 years. 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 and chair of various community based organizations.
Fully bilingual in French and English, speak few other languages; passionate about positivism, cultural diversity and languages. Practice various sports, likes general and political knowledge, games, etc.
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.
Gregory Dobson is a Certified Financial Planner at Emeritus Financial Strategies. 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.
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.
We are the preeminent Financial Planning Firm in Canada.
Life is rich.
Your financial plan should be, too.
We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.
Kevin Andrew Dopko MBA CFP FCSI CIWM FMA CIM RRC CPCA
Director of Retiree Planning
Pat is a wealth advisor helping to create and sustain strategies for financial freedom.
Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in planning your retirement and your estate, “Will I be OK?” and “Will my family be OK?”
This includes engaging with other professionals in estate planning and guiding powers of attorney and executors.
you wondering what it is you can do to organize your Estate ahead of time?
you are not alone.
have assisted thousands of people with organizing their important papers ahead
of time. I can help you calm the chaos,
identify gaps in your estate plan and help you fill these gaps.
sense of accomplishment and relief you will feel is fantastic. As one lady said “I feel like a million
bucks. I know what I have, where it is and what I want done with it.” Yes indeed this is a gift for your Executor.
you would like to know more about organizing your estate ahead of time or if
you are working through closing an estate I can help you out.
With over 30 years of advising clients on financial matters including insurance and investments and focusing on a holistic approach to individual/ family changing needs and solutions at every stage of life.
As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is difficult enough without all of the recent changes to the Executor's duties and responsibilities. Let me use my knowledge and experience along with my Educational background to help you.