I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs.
I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.
I am expertise on Retirement, Education and Investment planning.
We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property and personal care - empowering them with knowledge and know-how. We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value. We work with your chosen current professional advisors and supplement them with our professional team, if necessary. Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate/trust accounting and prepare the court appointed books in passing form.
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.
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.