This is all on my website...
I am an owner of Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth. My goal and the goal I have for my clients is to " make the most of death" whenever it happens.
Our team of dedicated professionals follow a goals-based financial planning process that assists us to help our clients realize their personal and business goals. We are a fee-based practice utilizing low-cost investment solutions.
Henry Katz P.ADM, CFP, RFP, FCIS, CEA
Henry Katz has over 35 years experience between accounting and the financial services sector.
Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum designer and the Program Coordinator of the highly successful and industry - Certified Financial Planning, Graduate Certificate program.
Henry was nominated for TV Ontario's Best Lecturer 2010 Competition and is a recipient of the international 2008 Award for Teaching Excellence.
His professional designations include: Fellow of the Chartered Secretaries and Administrators (FCIS); Certified Financial Planner (CFP),Certifed Executor Advisor (CEA) and Registered Financial Planner (RFP). In Canada, the Registered Financial Planner (RFP) designation is administered by The Institute of Advanced Financial Planners.
Henry has authored and co-authored finance texts and has been a public speaker.
His experience includes management in a public accounting firm; business auditor with Canada Revenue Taxation; director of finance for a number of privately owned businesses and teaching.
Henry's desire is to work closely with clients to achieve their goals motivated him to move into the financial services industry.
Henry's passion is to work closely with individuals applying key principles to all areas of their life: Time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.
Are you overwhelmed by the myriad of products, services and processes that need to be taken when it comes to growing and protecting your financial Wealth. Do you have an Estate Plan in place or being contemplated?
As a Chartered Life Underwriter, Certified Heath Insurance Specialist and Certified Executor Advisor, working with clients since 2002 - value has been found in the six step process we take to help them focus and achieve the objectives of their family and business, if they are business owners.
Whether you are just starting your financial program, preparing to retire, buying your first home, contemplating the best strategies for your Business or have family with special needs - Financial and Estate planning offer services with Retirement and Investment Savings - Risk Protection such as Disability Income, Critical Illness Long-term Care.
Here are some of the questions we address with clients:
How do I know how much I need in retirement? How soon can I retire? How do I ensure transfer of my estate? How do I address my business succession plan? What happens to my business if I died tomorrow? What is going to happen to my Grandchild with special needs? What government programs do I qualify for? How does my employer benefits help me now and in the future? How can I maximize my income and minimize my taxes payable?
Call today to schedule your meeting!
Starting in 1985 in a career at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future. I care more about you than anyone who doesn't share your last name! I help set a path for clairity and purpose and put you on the road that you never want to stop travelling. Live your purpose and honour your dreams. I'm committed. Are you?
I am a chartered accountant, chartered life underwriter and trust and estate practitioner. I provide estate planning services on a fee for service basis from modest estate plans to very complex estate plans. I am the inventor of "financial cartography" using mindmapping for estate planning.