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 serves as Board Chair and Finance Committee member for the Community of 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 have been working in the financial industry for the last 20 years, licensed in Ontario and Quebec.
I am fluently bilingual in English and French.
Being able to understand and assist my clients is paramount for me.
My goal is to make sure all information we discuss is clear and well understood.
Here to assist you with your needs!
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.
An Unbiased, Conflict-free advisor to help you in your Financial matters. I have been helping Canadian families since 1998 in their Tax matters, Risk Management (Insurance) and Investments. Lot of my clients now are phasing into succession planning stage and their heirs (Executors) are looking for guidance in settling Estates. And I would like to offer my services helping you to ease your pain during the process of Estate Management.
Chad Gardeski, CEA®,DFSA™
Through our practice, based on honesty and integrity, my team and I partner with individuals and their families, business owners, and farmers to reach their financial goals.
We specialize in working with disciplined investors who are determined to build the wealth that they need to secure their future. We develop tax efficient retirement income strategies for those who are preparing for or living in retirement, and help our clients develop and execute meaningful estate strategies.
What sets us apart is that we take the time to understand what is most important to our clients and build tailored and robust financial strategies that are engineered purposefully for their unique needs.
Retirement Income Strategies
Business Owner Strategies
Legacy and Estate Strategies
Disability Savings Plans
Life Insurance and Long-Term Care
Socially Responsible Investing