Find a CEA

Are
you wondering what it is you can do to organize your Estate ahead of time?

Well
you are not alone. 

I
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.

The
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.

If
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.

Let’s
chat

Kat
Downey 905 717 9197 katdowney@legacymatters.ca www.legacymatters.ca

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

With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me to offer holistic financial planning advice to my clients as a Senior Financial Planner with TD Wealth Financial Planning since 2014. I look forward to exploring estate planning, tax planning and investment strategies and solutions with you as we work together towards your unique financial goals.

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.

Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 

We believe that grief is hard enough. We are dedicated to making estate settlement simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135

Full service Wealth advisor helping clients build and preserve wealth using holistic financial planning. Holds the CFP and CIM designations. 

Jaryll has many
years of experience in the corporate environment, finding her lifetime career
as a Senior Family Service Advisor in the Funeral Services with Dignity
Memorial.  As the Senior Family Service Advisor,
she has been able to inform and educate groups and families by means of
seminars or individual sessions on the aspect of life we all eventually face, the
loss of a loved one.  She has given presentations
to Church Groups, Educational Institutions, Financial Institutions, Assisted Living
Facilities, Seniors’ Associations and many other professional and community organizations. 

Jaryll is also the of Founder of Maxxentum Inc. and Co-Founder of Alberta Business Community
Connectors.

Jaryll is looking
forward to having Maxxentum Inc. provide the knowledge and expertise to Executors and surviving family members, needing information and guidance on the elements of Estate Planning and settlement.  

Jaryll’s belief in learning new things daily as
well as sharing her knowledge has become one of her main focuses of life.
Jaryll is a strong communicator and has had the opportunity to teach the many people she has met, new information or opportunities with the intent
to enhance and simplify life. Her enthusiasm with life can sometimes be
considered contagious

I have my CFP and CLU designations with 35 years in the financial planning industry as Senior Advisor working with team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)

Investment management & services are sold via our dealer "Investment Planning Counsel " & insurance via PPI Advisory.

Working with families, small business owners to  provide " A lifetime of informed financial decisions"

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.

In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian winter. So I set off to Toronto to learn my new trade and even though the environment couldn't have been more different, the lessons I had learned in the previous decade would be a huge benefit in the years to come.

The renovations I performed always involved tearing down existing structures. Opening up walls, highlights the benefits of careful planning and prudent construction. It's easy to work on a well-built home with a solid foundation. On the flip side, I saw many examples of shoddy building that led to modifications, cost overruns and missed deadlines. The reasons for the "tear down" were different for each job (structural problems, updating to code, or simply homeowners wanting a change). The tricky part was that until you opened up the wall, you were never entirely sure what conditions you were going to face. Once you busted through the dry wall, you had passed the point of no return. (A great way to learn problem solving skills)

In one of my current roles I help our clients "tear-down" their estate plans. Whether you know it or not, you already have an estate plan in place, and chances are it is not "exactly" what you want. The good news is that we don't have to bust any drywall to fix it. How can I be so sure that your estate plan needs to be renovated?

1) Structure - some plans simply don't accomplish what YOU want
2) Updating to code - taxes and laws change over time, your plans need to adapt
3) Life - has anything changed since your last estate plan (family, finances, feelings?)