I am a Certified Executor Advisor recently completing the CICEA curriculum and exam. After spending 30+ years as a successful National Advertising Executive in the broadcast field of radio, I experienced a personal loss of two close family members which began a journey of education and enlightenment involving the familial stages of terminal illness, grief and death and the daunting task of the transfer of family assets. This resulted in my fulltime commitment to the field of estate and testator family planning with the intention to become a valuable, sensitive and knowledgeable advisor.
I live with my wonderful partner, Kerry, in Calgary and we have 3 adult children between us, and two grandchildren, so needless to say, there is always a fun family event that is being planned or executed!
CFP. with 40 years in the Insurance Brokerage field.
Has a unique Estate & Income Projection Software.
FOR AS LONG AS I CAN REMEMBER, I HAVE ALWAYS HAD A PASSION FOR FINANCIAL MANAGEMENT. I HAVE A NATURAL CURIOSITY FOR PROBLEM SOLVING AND I LOVE TO HELP PEOPLE ACHIEVE THEIR FINANCIAL AMBITIONS.
I HAVE APPEARED ON GLOBAL NEWS AND SPOKE AT THE SCARBOROUGH CA ASSOCIATION. PLEASE CONTACT ME AND MY TEAM AT IPC IF WE CAN HELP YOU.
Isabelle believes her clients should feel confident in their
ability to achieve their long-term financial goals without a lot of hassle or
worry. She works with clients to
identify what is important to them, crystallizes their goals and timelines and collaboratively
creates customized wealth and risk solutions to meet those goals and maintain
peace of mind. Isabelle is a Certified
Executor Advisor (CEA), a licensed Life Insurance Broker and financial advisor
(LLQP) and also holds a Certified Human Resources Leader (CHRL)
designation. She is a good standing
member of both Advocis (financial planners) and HRPAO (human resources) associations.
Isabelle is also a strong supporter of her regional
community as a member of the Gravenhurst and Port Sydney Chambers of
Commerce and mentoring partner with Muskoka Futures. She is also a very active Volunteer, Board
Member, Financial Committee Chair, HR Committee Member and serves as Board
Treasurer for YWCA Muskoka charitable foundation in Bracebridge.
In her spare time, Isabelle is an avid golfer, loves to cook
and enjoys spending time with husband and favourite TV drama - Law & Order!
We help seniors and their families dealing with later life transitions. We also support Estate Trustees.