I became a Financial Advisor after a varied career in the Financial Field. After completing an undergraduate degree in Psychology I met Sandra Mews and there began my 23 year career in finance. I have worked in the banking, insurance and mortgage industry as well.
My passion for finance comes from my desire to help people lead the life they want. I believe that money should be a positive influence in people's lives and I have a simple client focused approach for servicing clients with their immediate and future financial and estate goals.
Financial Adviser focusing on Estate and retirement Planning.
30 years experience in the Financial Services Industry with a CFP and CLU
Serving a small group of clients in Northern and Southern Ontario>
Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process and a personal financial plan that touches on all their financial needs. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
I have been a Financial Advisor since 2003. I graduated from the University of Windsor where I majored in Finance and Accounting. I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments on the market. I work as a broker so I have over 20 companies that I am contracted with across Canada. I am passionate about working with my clients to ensure they reach their financial goals and to keep their hard-earned money in their pockets.
executor is one of the hardest jobs you will ever have…until now! Introducing
Executor Helpers. Whether you are pre-planning or administering an estate,
Executor Helpers understands what you need to do and will help you bring the
Executor Helpers can help pre-plan
your estate so your
executor is better able to find the information when they need it most. Traditionally,
this involved a file/list of paper documents left for your executor but in an age where many of our documents
and assets are in digital form, your executor might encounter major hassles
when it comes to accessing this information. In fact, your executor is
not legally entitled to your online assets. Through the use of existing password
management software (LastPass, PasswordBox, etc.), Executor Helpers can help
you record all information required by your executor. The advantage of this type of planning is the
information is stored electronically, password changes are updated
automatically and you can set-up your executor to have immediate (or delayed)
access to the information in the event of an emergency.
Are you currently acting as an
executor and don’t know where to start? Executor Helpers can
also be your helping hand or resource base during this difficult process. There are many executor checklists available
online but they are usually slanted to the information required by the
provider. Executor Helpers has spent considerable time consolidating
this information into one checklist that can help executors through the process
in a logical fashion. This checklist is
free of charge on our website www.executorhelpers.com
and includes tips and links to crucial sites required to complete the process.
Executor Helpers can also:
Help safeguard residence and assets.
Arrange for third-party pick-up and removal of items.
Sort and prepare household items to keep, donate, dispose
Determine the best method to dispose of uncommon items
(guns, machinery, etc.).
Digitize photographs so they are preserved and can be shared
with all interested parties.
Create memory books of special items that beneficiaries can’t
keep or don’t want to keep.
Find new homes for inherited items.
I am currently employed at Noventis Credit Union. I have been with the Credit Union for eight years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position. I open all new accounts at our Arborg location, help members with their Investments, and meet with members about Estates. I have completed several CUIC courses, Products & Services, Credit Union System and Fundamentals of Financial Planning.
Chris Gorman is a Financial Advisor, father, and community leader. His career has spanned commercial insurance, post-secondary education leadership, non-profit financial management, political management, and financial advising. He is also a former elected Trustee on the Central Okanagan Public Schools' Board of Education, serving two terms (2011 to 2018).
As an Advisor, Chris provides sound advice to develop insurance and grow investment portfolios for individuals, families, and businesses, assisting them to achieve their financial security and wealth goals. He is licenced to work with clients in the Province or British Columbia.
Chris attended The University of British Columbia, where he received a Bachelor of Arts degree in History and Political Science and a Master of Business Administration degree from the Sauder School of Business. He holds a Business Administration Diploma from the British Columbia Institute of Technology and attended law school at the University of Ottawa.
Chris is a Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), and Certified Executor Advisor (CEA). He is currently working towards his Certified Financial Planner (CFP) designation.
Licensed for life and health since March 1978.member of Advocis till 2005.
As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley. I bring over 14 years experience in Financial Services to my role as an Estate and Trust Advisor in BC.
My depth of experience, coupled with my professionalism and dedication to client service serves me well in my current role. I understand that the role of an executor is a difficult one and will take time to make sure my clients are aware of the complete range of estate and trust resources that are offered by RBC. As an expert focused executor services, I help executors to identify where RBC can help to life the burden of an executorship, wether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf. A graduate of UFV with a diploma in Business Administration, I have continued to deepen my knowledge and expertise with key industry designations such as the IFIC and BCO.
I presently hold the following designations
Chartered Life Underwriter
Chartered Financial Consultant
Elder Planning Counselor.
Certified Executor Advisor.
I help clients make smart choices about money.