Business focuses mostly on financial planning, including investments, both life and critical illness insurance and estate 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.
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.
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.
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.
MBA CFP ACC
FCSI CIWM CIM FMA RRC CPCA CEA
Vice-President, Private Wealth Management
Diana is a dedicated and thoughtful leader of her wealth management practice. A a Senior Vice President and Investment Advisor, Diana focuses on the needs of her clients and her clients count on her for sound investment, financial and estate planning advice.
Having personally experienced some of life's most challenging situations, she appreciates what is involved in helping her clients feel safe and secure.
Diana has her Level 11 Life Insurance License and CSC.
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.
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death.
We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death.
We believe that grief is hard enough. We are dedicated to making final documents simple.
Call us today to get started.
306-500-9625 or toll-free at 1-800-500-2135