Brenda has worked in the financial industry for almost 34 years. The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry. Her focus is on bringing her clients Peace of Mind as they navigate through the potential complications of dealing with estate issues. She also has the personal experience of dealing with a complicated estate due to the death of a loved one and knows firsthand the issues those left behind face. Her skills also extend to assist those wanting to organize their affairs in advance.
Diane has been working in the financial planning field for over 30 years. As a CFP she educates her clients in all areas of finance enabling them to make the most informed decisions possible.
Hello, I am Real Estate Agent in the Fraser Valley & Lower Mainland and have lived here for the past 20+ years. My career covers sales & marketing with a passion for excellent customer service. Let my experience assist you in preparing to sell your property, from down sizing, estate planning, investing in recreation or rental property. The CEA designation further enhances my ability to help with Executors, who are suddenly in a position they may have very little knowledge of.
Julia Greene - REALTOR® , CEA
I am a CPA, CA, CEA and Certified Financial Planner. In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams. Effective tax strategies are essential elements of proper estate planning.
We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.
Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.).
As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.
Let us put your mind at ease. We have the solutions to meet your unique needs.
Max believes that his friends, clients and customers deserve the very best that life has to offer.
He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.
“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.
I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.
“I want the very best for the people who put their trust in me”
Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.
Max’s certifications and expertise include;
International Property Specialist
Resort and Second-Home Property Specialist
Seniors Real Estate Specialist
As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning
I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.
I am a strategic financial planner, working primarily with physicians and other incorporated professionals. I specialize in the areas of corporate benefits, pensions, retirement, tax and estate planning. I have a background with MD Financial where I helped physicians minimize their risk and maximize their wealth by establishing corporate benefits programs and supplemental retirement plans. My particular strength is an extremely strong technical knowledge of life, disability, critical illness and long term care products including the offerings of the OMA and other professional associations. I couple this with a strong belief that the best advice is unbiased advice and make my recommendations accordingly.
The work I do is supported by my extensive background in financial services. I became interested in the emerging field of financial planning in the mid-eighties and worked as an independent fee-for-service financial planner, specializing in tax and retirement planning. During this time I shared my skills and knowledge as an educator, teaching courses at the Toronto Board of Education, Seneca College, George Brown College and the University of Toronto. Subsequently, I held a series of increasingly responsible positions in the insurance industry, covering product development, marketing, and training. Along the way, I continued to hone my technical understanding of life and disability insurance products and developed a particular expertise in the area of corporate owned insurance applications.
Specialties: Estate and Tax Planning, Retirement Planning, Corporate Benefits Programs, Corporate Owned Life Insurance, Wealth Preservation, Charitable Gifting, Supplemental Pension Funding