I am a full service financial brokerage providing you education, empowerment and direct access to products and services usually reserved for the high net worth. The financial landscape is such, that we will witness the largest wealth transfer to the next generation(s). It's imperative to have someone on your side, guiding you through this. Not only can I assist you as a client, but I can also assist you in a career shift into the wonderful world of financial services.
Isabelle educates her clients about the many tools available to help them achieve their financial goals with a calm and stress free approach. She helps clients 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). She also holds a Certified Human Resources Leader (CHRL)
designation and 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 Chamber of
Commerce. She is also a very active Volunteer and Financial Committee Chair, and serves as Board Chair & Treasurer for YWCA Muskoka charitable foundation in Bracebridge.
In her spare time, Isabelle can be found on the golf course with her hubby, creating in her kitchen, puttering in the gardening and enjoying Netflix dramas.
I am a lawyer with TLR Law Office. We are a smaller law firm in Winnipeg dealing primarily with Estates, Estate Planning (Wills and Powers of Attorney), and Real Estate (residential and commercial). We also do a bit of Corporate and Commercial work, typically with smaller businesses.
Our firm has 3 locations - our St. Boniface location is also bilingual (French and English). I practice out of this location. We also have locations on Scurfield and at Sargent/Wall.
TLR Law is all about making law accessible; we listen, we give good advice, and we take time to ensure you understand your legal standing.
We help seniors and their families dealing with later life transitions. We also support Estate Trustees.
Sim Gakhar is a results-driven financial advisor inspiring tremendous change in businesses , individual insurance and investment planning. Sim has great passion for working with people, and providing solid solutions to their financial problems.
Born in Delhi, India to parents who were teachers, and collectively a family of teachers, she took up the teaching mantle herself including earning her Bachelors in Education and Masters degree in Sociology. Subsequently, she realized she wanted to do more in the financial field, especially Insurance. Today, she has gained strong qualifications such as her Certified Health Specialist (CHS) and Elder Planning Counselor (EPC) designations. Her discovered purpose drives her to help these clients take ownership of their financial futures, helping people at all levels of income and every stage of life because investing for the future is one of the most important things people can do for themselves and their families. Sim has qualified for the prestigious Million Dollar Round Table and is an active member of Advocis (The Financial Advisors Association of Canada.)
Clients highly appreciate her patience, innovative ideas, ability to analyze situations and provide reliable solutions for their financial situations.
Graduate of four Canadian universities, qualified accountant, Certified Professional Consultant on Aging, and Elder Planning Counselor. Currently a T4 salaried employee who will be retiring in late 2021, have lead teams of health care professionals working with seniors for 20+ years and am interested in continuing to serve seniors following retirement.