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.
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.
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.