Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm that specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and provides tax and estate planning advice for a private discretionary wealth management firm.
Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.
As an Elder Planning Counselor and Certified Financial Planner,
Léony’s approach is to educate and assist retirees and seniors to simplify
their season of life, by providing clients with the information, choices
and tools needed to make wise retirement decisions. She focuses on the
common and unique concerns of retirees such as protecting their savings and tax
efficient income for life and believes a holistic approach to planning is
essential for success. Leony has extensive experience assisting Executors, Estate Planning and as an Executrix herself.
Léony was ranked #2 on Canada’s Top 50 Adviser list in 2014 and
as a Woman of Influence in Wealth Management in 2015 and 2017.
As an associate lawyer at Gowling WLG, Alex’s primary focus is on estate planning and administration. Alex assists clients with both corporate and personal succession planning, working to give effect to clients’ wishes while minimizing estate administration and income tax. Having had experience in estate litigation, Alex is able to anticipate and address estate issues at the planning stage to ensure clients’ objectives are realized. Alex also assists clients with estate administration, providing guidance throughout what is often an emotional and stressful process.
Alex's legal practice includes:
- Providing advice to clients with respect to personal
and corporate succession planning
- Drafting last Wills and Testaments
- Drafting trust documents
- Providing advice with respect to ante and post-mortem
- Providing advice and guidance in estate and trust
- Providing advice to clients with respect to substitute
decision-making and mental incapacity planning through the use of Powers of
Attorney and trusts
Please visit our short video on Youtube by searching Richard Demers - Demers and Associates Privatewealth Management. We are a total solution practice assisting individuals with substantial resources in financial planning and estate planning.
CFP, EPC, CHS, CLU, CCS
Critical Illness Insurance
joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is
responsible for the provision of value-added services and leading edge
insurance solutions to financial advisors working in the business owner, family
enterprise and high net-worth market throughout Ontario. His role is to utilize
a team-coordinated approach to sales opportunities by ensuring business synergy
and collaboration between all marketing resources.
Daniel has over
twenty-five years of experience in the insurance and financial services
industry in the areas of marketing, national sales and distribution management
including senior management roles with some of Canada’s largest insurance
organizations. Throughout his career, Daniel has focused on enhancing sales and
marketing opportunities through the establishment of strong mutually beneficial
relationships and the development of creative marketing strategies.
Daniel graduated with a Bachelor of Science in Actuarial Science from Laval
University. A member of CALU (Conference for Advanced Life
Underwriting), Daniel has his CLU designation and obtained his
CFP designation in 2018.
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and estate planning.
Personal financial planner c/w investments, estate planner, personal tax prep
Chartered Financial Planner, Elder Planning Counselor (EPC) Certified Executor Advisor (CEA)
Been with Investors Group for past 11 years. The last 8 years as Regional Director for IG in st . Johns , NL
Stepped out of Regional Director role in May 2017 to concentrate on building my book of business specializing in high net worth clients. My current boom is $73M. I have a BA and MBA
Tania Dupuis is a graduate of Simon Fraser University and is currently a candidate member of the Appraisal Institute of Canada. She has been working with S. Rayner and Associates, Appraisers & Consultants since January of 2018. Her job description has included assisting in all types of residential appraisals including assignments dealing with estate, litigation, and mortgage work. S. Rayner and Associates has been in business for over 35 years providing comprehensive appraisal work in the residential, commercial and industrial fields.
Suzanne has been the driving force behind the business for over 12 years now. Building a team of strong partners to assist families, business owners and their staff with their financial situations. We offer knowledge and expertise with insurance products to support themselves and their families now and into the future.
Simplified is a financial services business, dedicated to sharing our truth with everyone, and with a caring heart, you can be assured that we will be with you every step of the way
In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian winter. So I set off to Toronto to learn my new trade and even though the environment couldn't have been more different, the lessons I had learned in the previous decade would be a huge benefit in the years to come.
The renovations I performed always involved tearing down existing structures. Opening up walls, highlights the benefits of careful planning and prudent construction. It's easy to work on a well-built home with a solid foundation. On the flip side, I saw many examples of shoddy building that led to modifications, cost overruns and missed deadlines. The reasons for the "tear down" were different for each job (structural problems, updating to code, or simply homeowners wanting a change). The tricky part was that until you opened up the wall, you were never entirely sure what conditions you were going to face. Once you busted through the dry wall, you had passed the point of no return. (A great way to learn problem solving skills)
In one of my current roles I help our clients "tear-down" their estate plans. Whether you know it or not, you already have an estate plan in place, and chances are it is not "exactly" what you want. The good news is that we don't have to bust any drywall to fix it. How can I be so sure that your estate plan needs to be renovated?
1) Structure - some plans simply don't accomplish what YOU want
2) Updating to code - taxes and laws change over time, your plans need to adapt
3) Life - has anything changed since your last estate plan (family, finances, feelings?)
I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.
After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.