Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.
Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.
I am a Certified Senior Advisor and LLQP licensed.
Letitia began her career in the financial industry working as a part-time student in 1998. Over the years she has filled many roles in the industry, and has obtained an MBA at McMaster University. She loves engaging students while teaching select business courses at a local university and has extended the love of teaching to her clients, educating them and encouraging them to build their dreams.
Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs.
We work with strategic donors. We function as a comprehensive gift planning outsource service for small-to-medium sized charitable organizations. We support the planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.
Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development of your comprehensive plan. Together as a team, through understanding your unique needs, identifying your goals, and addressing your questions, the process of building the foundation of your customized financial plan is set in motion.
As a respected professional with more than 30 years' experience in the financial services industry, Gordon's advisory expertise and customized planning for his clients have created the cornerstone of his success. Gordon is recognized by his clients as an individual who possesses exceptional listening skills, presents all options, builds on facts, is realistic, family oriented, and demonstrates a high degree of integrity. He is a life long learner and continues his education through seminars, conferences, print media, internet resources, money manager symposia, personal development, professional development, and collaboration with his colleagues.
Most people are not aware of the responsibilities they face
when somebody dies. With unsurpassed
technology, a complex list of tasks is accurately processed and securely
transmitted. We make this as simple as
it should have been in the first place.
A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.
Harold has a unique perspective, in that he represents both advisors and their clients. On the one hand, he advises stockbrokers, mutual fund representatives, insurance agents and financial planners (and their respective corporate entities) on liability, compliance, regulatory, errors and omissions insurance and commercial issues. On the other hand, he sues stockbrokers, mutual fund representatives, insurance agents and financial planners to recoup client losses arising from advisor negligence or to recover life insurance, annuities and disability benefits when insurers fail to pay claims.
Harold is a well-known financial industry commentator, a continuing education provider for various insurers, investment and mutual fund dealers, and financial industry licensing organizations. He is a co-administrator of www.foradivsorsonly.com. He is a member of the Financial Planners Standards Council's committee reviewing FPSC's Standards and Ethics. He has been a consultant to the Advocis Best Practices Committee, is a member of the Best Practices Committee for Advocis's Ottawa Chapter and sits on the OSC Investor Advisory Panel.
Harold is also a member of Conference of Advanced Life Underwriting Associate Member and a member of the Financial Planning Standards Council. He is an elected council member of the Canadian Bar Association Ontario and the Regional Representative on the Ontario Bar Association's Class Action Section Executive Committee. He is a member numerous legal associations, including the County of Carleton Law Association.
Harold obtained his Bachelor of Arts from Queen's University, and his law degree from Dalhousie Law School. He was called to the Ontario Bar in 1993.
To always live by the "Get By Giving" philosophy.
To always make my client's #1 goal, my #1 goal.
To always live up to my standards despite temptations to lower them.
To always be willing to work toward a common good.
To always do what I say I will do, sometimes more, just never less.
Susan has been involved in the investment industry for over
10 years and has been a Branch Manager with DW Good Investment Co Ltd since
Susan is also a certified life coach and public speaker.
Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process and a personal financial plan that touches on all their financial needs. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.