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.
Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning.
Certified Financial Planner (CFP)
I have been a financial advisor with Edward Jones for the last 7 years , prior to that independent . I love my work and helping others reach their financial goals. I have a holistic approach to my business , and I am grateful to receive referrals as I grow my business.
Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.
Licensed Investment Fund and Insurance within the Province of Ontario.
Certified Registered Retirement Consultant
Certified Executor Advisor
Tanya DiNicolantonio, Realtor - Remax Escarpment
The job of an executor is a heavy one. This is especially true when you're handling the affairs for your own parents and dealing with all the emotions that come with the process.
Having worked with executors to sell estate property, I have seen the unique pressures they are under to perform their legal duties while managing the feelings and family ties involved in dealing with major life changes. As a realtor, I bring my knowledge of the market and understanding of the process to assist in liquidating an estate's largest asset, while keeping the stress to a minimum by offering extra support in whatever way I can. I am happy to share my trusted connections to like-minded professionals who offer their services with compassion and the needed expertise.
BA, Mutual Funds Representative, Senior Advisor
It is my passion to help my members achieve their future aspirations with a plan tailored to their specific needs for each step of life's journey.
SASCU is a community based financial institution serving members of all ages. We focus being our members financial partner and offer a full range of services including deposits, mortgages, investments, insurance and retirement planning.
Gregory Dobson is a Certified Financial Planner at Retirement Navigator. 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.
Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we aim to take the worry our of the investment process.
Everything works towards the success of your comprehensive Personal Financial Plan.
Based in Leamington, Lisa’s experience at TD Canada Trust and as a retail store owner for much of her professional life before joining MBI Financial in 2012 adds a valuable asset to her client perspective. Herself an avid investor of mutual funds for her family’s portfolio, Lisa loves helping clients find the right investment and insurance products to protect and grow their lifestyle for now and for later. With a Bachelor of Commerce from the University of Windsor, Lisa is an Investment Funds Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker. Bilingual in French and English, Lisa is mom to two wonderfully different kids who helped her find her passion for showing families that they do have time to make sound financial decisions, and ensuring that they are able to pass wealth on to future generations. Friendly and outgoing, Lisa loves placing clients in the best investments for their needs.
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.
MBA CFP ACC
FCSI CIWM CIM FMA RRC CPCA CEA MFA-P EPC
Vice-President, Private Wealth Management