Certified Financial Planner helping clients develop their retirement plan.
We focus on tax planning, investment portfolio's, pension transfers from previous employers, cash flow analysis and providing direction to individuals and businesses achieve their financial goals.
We provide holistic wealth management to a select group of high net worth individuals. Our unique LifeWealth approach guides our clients through all of life's stages.
We have combined experience of over fifty years, this knowledge allows us to guide our clients with proven expertise.
I hold the CFP, CLU, EPC and CIM designation.
Hi, thank you for your interest. I am the owner of Pivotal Aging Innovations Inc and Lifestyle55+Network Inc - providers of the www.SeniorCareAccess.com portal. We develop training programs for many types of service providers servicing older adults (seniors) in transition. I am a Lic REALTOR and MASTER-Accredited Senior Agent, however Pivotal offers a National Canadian Real Estate referral program through our Licensed Pivotal Accredited Senior Agents and MASTER-Accredited Senior Agents. We also offer consulting for families of older adults when faced with the questions of 'What do we need and Who can help us' , basically holding their hands through the many processes and challenges older adults face when a life transition happens. We also deliver the www.SeniorCareAccess.com portal offering Canada's most extensive Retirement and LTC home database, consulting and marketing opportunities for service providers. We are proud to be part of the CEA association and look forward to connecting with you.
Helping clients navigate issues related to selling an estate property and doing their insurance and estate planning gives me great joy.
I have 35 years of real estate, investment, insurance and estate planning experience. I have a degree in Urban Affairs and Real Estate. I’m a CPCA and Master Accredited Senior Agent, Elder Planning Counsellor and CEA.
I act as a financial quarterback connecting my clients with other trusted advisors and helping them look at their financial world in a holistic way rather than piecemeal.
I am the author of several books on building wealth with insurance and real estate and would be pleased to provide you a copy of one of my books when we meet.
Author, Speaker as well as Fellow of CSI, Guy Daigneault has been an entrepreneur for over 25 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager for more than 14 years now. Our team uses a personal approach and has developed «The Prosperity Blueprint» for client to achieve their life goals.
Scot Dalton is a 30 year veteran of the property casualty insurance industry. With senior executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing relevant financial solutions for emerging personal and corporate risks, but where insurance has never been contemplated.These new products are marketed using non-traditional distribution models; logical channel partners, quiet integration with their core business processes, and implemented using technologies that compress the distribution effort and expense.ERAssure® is a fine example of a relevant response to significant emerging risk in the pending inter-generational transfer of wealth as baby boomers age.
Professional qualifications and memberships
Presentations and publications
Scot is a frequent speaker to members of the Canadian Bar Association across Canada. He has prepared papers and presented to members of the Law Society of Upper Canada and Law Libraries across Ontario, as well as chapters of the Estates Planning Council and Canadian Association of Farm Advisors.
His presentation material is focused on risk areas for executors and estate trustees during estate administration and the related risk environment for professional advisors to estate administrators.
Senior Tax practitioner serving wide section of communities since 1990. Specializing in Individual, Estate and Corporate taxes. Versatile experience in dealing with all issue with CRA
My name is Thomas Deal and I am accounting professional, Quickbooks Pro Advisor and business consultant. I have operated a accounting business for several years with bookkeeping, taxes, business consultant my primary services.
I am looking for ways to add value to my existing client base as well as a tool for attracting new business. This option seems to an affordable option with topics very relevant to many of my clients.
My business is unique as I facilitate and encourage business owners to adopt every increasing technological changes in the accounting industry which allows them to save time and money in a real way.
As an associate lawyer at Gowling WLG, Alex’s primary focus is on estate planning and administration. Alex assists clients with both corporate and personal succession planning, working to give effect to clients’ wishes while minimizing estate administration and income tax. Having had experience in estate litigation, Alex is able to anticipate and address estate issues at the planning stage to ensure clients’ objectives are realized. Alex also assists clients with estate administration, providing guidance throughout what is often an emotional and stressful process.
Alex's legal practice includes:
- Providing advice to clients with respect to personal
and corporate succession planning
- Drafting last Wills and Testaments
- Drafting trust documents
- Providing advice with respect to ante and post-mortem
- Providing advice and guidance in estate and trust
- Providing advice to clients with respect to substitute
decision-making and mental incapacity planning through the use of Powers of
Attorney and trusts
Provide estate planning for clients using a 360 degree view in order to take into account all factors.
Provide a full suite of planning services and Wealth Management strategies with the goal of the most after tax outcome.
I personally have my CLU and CHS designations and have completed the CFP program.
The firm I founded has 3 other associates advisors, all with at least their CFP, 2 with CLU and a actuary.
Our philosophy is to best serve our clients is to build a strong client/advisor relationship. When we establish the relationship we build a more customized, unique and personalized plan to meet the clients overall objectives.
Please visit our short video on Youtube by searching Richard Demers - Demers and Associates Privatewealth Management. We are a total solution practice assisting individuals with substantial resources in financial planning and estate planning.