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.
Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, CLU, RWM, and CEA designations,
Jan holds a Bachelor of Education degree, with a double major in
mathematics and history, and a Master of Education specializing in adult
learning and counselling. Prior to becoming a financial life planner,
she worked in the field of adult learning, as a consultant in
post-secondary education, and as a partner in a Winnipeg-based
management consulting firm.
Jan and her team work with business owners, professionals, farm families,
dual-income couples, singles, and retirees. Jan is particularly
interested in working with people to implement tax-efficient strategies
for retirement income, intergenerational wealth transfer, and charitable
Jan is skilled in inspiring people to discover and articulate what really
matters to them and then to design and implement the strategies to
realize their vision. This process of financial life planning aligns
personal values, talents, and resources with strategy. Jan has a keen
grasp of the forces shaping the global economy, and knowledge of global
markets, financial strategies, and products. In collaboration with Jan
and her team, clients design life plans that enable them to live
Away from the office, Jan lives her Life Aligned® spending time with her grandchildren, taking road trips, cycling, and zipping around the lake in her Zodiac!
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.
Kearney Funeral Service is a full service funeral home with 4 locations in the lower mainland of British Columbia. We provide a full compliment of At Need and Pre Need Counselling, Advice and Bereavement Support.
I manage the Pre Need Division for Kearney Funeral Service throughout the company network. I have proudly been connected to Kearney’s for over 40 years through being a customer and now as a valued member of their team of talented, compassionate advisors.
Rob is a certified financial planner, CEAN.ca chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Tune Financial and with over 30 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.
Susan is a Grief Coach, public speaker and author. Prior to that, she was involved in the Mutual Fund industry for over
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.
Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn, and develop more efficient and effective ways to help his clients understand the complex financial world we all live in today. In early 2017 he started his quest to find better solutions for his clients in this ever changing complex investment world, in 2018 Steve joined with a PM (Portfolio Manager) and together they created SWP (SAFE Wealth Planners Inc.) Along with financial planning and the private wealth business Steve has met with many people who were struggling to finalize an estate, he decided to gain his CAE designation so he could better help his clients when the need arises. Steve continues to work with other producers and professionals to help structure corporate and succession plans. Steve gets fired up when he can help clients create and simplify complex solutions into understandable plans.
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.