I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning designation and I love helping people make their dreams a reality.
My credentials include my CFP, CLU & CHS designation.
We provide financial planning services which includes; retirement income planning, estate planning, education planning, inheritance planning and risk management planning.
I also specialize in Socially Responsible Investing
I am a Partner/Owner of Exit Savvy. We simplify estate management by providing practical products and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney.
Our workbooks include: Personal Estate Planning, Small Business Owner Estate Planning, Executor Workbook, Power of Attorney Workbook and the Personal Directive Agent Workbook. These workbooks can be purchased through our website www.exitsavvy.com.
Our services include: Advisory Services for individuals filling the roles indicated above; Facilitation and Coaching related to challenging conversations with which Testators, Executors and family members can struggle - whether it is opening the conversations about Planning, addressing conflict, or supporting Executors, Personal Directive Agents and Powers of Attorney as they carry out their responsibilities.
We also provide referrals to professionals (accountants, lawyers, financial advisors, etc.) who have the right knowledge, skills and abilities to assist with those aspects of estate planning and management.
Along with my CEA designation, I also have an MBA and am a Certified Management Consultant and member in good standing of the Canadian Association of Management Consultants.
I help my clients plan for today and also for the future
Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to be able to change or enhance your financial future. She is a licensed Life Insurance Broker and financial advisor (LLQP) and an Elder Planning Counselor (EPC).
Kris is well connected to other business professionals in her community and utilizes them to help her clients and ease the struggles of everyday life. Kris is also a member of the Barrie Senior Services Network.
Kris is a member of the Kempenfelt Rotary Club, Past President of the Barrie Chamber of Commerce Board and past Fundraising Chair for the Barrie Food Bank. Her passion to helping others goes beyond her business and has been recognized by her peers in receiving the Legends and Legacy Award 2018, the President's Award 2015 by the Barrie Chamber of Commerce and The Barrie Examiner's Women in Business Heart and Soul Award in 2013. Kris is Chair of the Board for Project Lifesaver Simcoe, a tracking device system for our vulnerable citizens that are prone to wandering and go missing in Simcoe County.
Marnie, a long-time advocate for healthcare and special education, understands the importance of staying organized and up to date with the most relevant information as well as working together as a team to achieve a common goal.
Having over 20 years experience working in the financial industry, she has a vast understanding of how various insurance coverage works, who to contact regarding different situations, how to work with investment companies to settle estate claims. This makes her the perfect companion to help executors stay organized and on task making their journey as seamless as possible.
Recently a graduate of the Certified Executor Advisor program and working with the Executor Advisor's Group, she thrives on keeping the role of the executor a positive one providing a process to guide you through the various steps of an estate settlement in a fast and efficient manner.
Marnie and her husband have lived and worked in Kingston for the past 23 years. She has two amazing children who are active in the community.
Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.
P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected ,daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!
Patrizia has been working in the financial industry since 1996. She earned her Certified Financial Planning Designation in 2006. Patrizia spent 13 years working as a Financial Advisor. She is currently in Compliance working as a Branch Manager.