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Rob Gawthrop - President, CFP, CLU, CEA 

Rob is a certified financial planner, CEAN.ca chapter member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Tune Financial and with over 35 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band) a husband of 39 years and the father of four grown daughters. 

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.

Servicing Kamloops BC and area.  A Sun Life Financial Advisor since 2007.  Designations, CLU, CFP, CHS, CPCA.  Providing holistic financial planning advice. 

I help people avoid losing money unknowingly and unnecessarily.

I help them to avoid places where they lose money and then accumulate this money to build their future to increase their current lifestyle. You can make your life more pleasent.

For example how we pay for our mortgage or how we fund our RRSP can be one of the worst financial decisions we ever make. I will show you a better option.

Designations / Credentials:

MFA-P, CEA, M.Ec., member of CALU, Advocis, MDRT CoT, CAGP and Estate Planning Council of Canada

Former Chairman of the Auction Marketing Institute, Barry Gordon is CEO of Gordon’s Downsizing and Estate Services. He has been a Transition Specialist for the past 20 years and a REALTOR® since 1978. He has been on several national and provincial boards in Canada and the USA. He is a founder of MaxSold, an event based online auction company that caters to the needs of seniors downsizing and estate trustees. In 1991, he co-wrote and taught “Certified Estate Specialist”, the first course in the area of estate transitions. Gordon’s Downsizing and Estate Services Ltd. Brokerage’s has an exclusive contract to teach the Certified Relocation & Transition Specialist (CRTS™) course in Canada.

As a principal at Avail LLP in
Lethbridge, Alberta, I have over 25 years’ experience in public practice,
focusing on Estate Planning as well as personal and estate income tax.  The Estate team at Avail assists clients in
developing an Estate Plan that preserves their wealth and protects their loved
ones.  Client service is our highest priority.

From
proactive planning to immediate need situations, we offer experience,
guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate
settlement, Executor advisory, financial planning, taxes, valuations and real
estate needs all supported by our network of trusted professionals.

C-Suite executive with a thorough understanding of the financial service and funeral industry.  Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing.  Active in industry associations and frequent public speaker.  Professional designations include CPA, CA, CMA, and CEA.

Heidi Foshay Kimball holds a Bachelor of Arts (B.A.) from St. Mary’s University and graduated from Dalhousie Law School in 1989. She articled and practiced with Derrick J. Kimball in Wolfville and was appointed by Public Prosecution Service of Nova Scotia as Per Diem – Prosecutor in 1992. She was the solicitor for the Village of New Minas from 1990 to 2005 and has been counsel to the Wolfville Children’s Centre, Wolfville since 1990.Heidi is Member of the Nova Scotia Bar and the Canadian Bar Association, the Kings County Barristers’ Society, and is currently the Secretary/Treasurer for the Kings –County Barristers’ Society. In addition, she is the solicitor for the Red Door, was director of the Wolfville Children’s Centre from 1990 to 1992, and is a past member at large of the Nova Scotia Barristers’ Society Bar Council.Certified in Collaborative Family Law, Heidi is also a Family Law Information Program Facilitator. She was also Board of Director/Executive Member of the Wolfville Business Development Corporation (WBDC) from 1997 to 2002.
Politically active, Heidi is a member of the Kings-Hants Liberal Association and a recognized agent for Scott Brison, MP. She is currently an Executive member of Kings South Women’s Progressive Conservative Association.

Over Heidi’s extensive career, she has practiced before the Small Claims Court of Nova Scotia, Family Court, the Provincial Court of Nova Scotia, the Supreme Court of Nova Scotia, the Nova Scotia Court of Appeal, the Federal Court of Canada and the Supreme Court of Canada

I've been a financial advisor for the past 40 years. My focus is creating financial plans for my clients. My areas of specialty include retirement planning, investments and estate planning. My credentials include CFP, CLU, CHFC, RRC, CEA and MTS. 

I am the president and CEO of an early stage startup company designing and building systems to help families more effectively transfer wealth from one generation to the next.

Tim Lau demonstrates "To do or not to do"  by comparing  with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live YouTube and physical lectures for clients and professionals upon corporate tax strategies and estate planning which some of his episodes are free of charge for giving back to community.