Kris has been educating her clients since 2008 about the importance of living benefit products and financial advising for every stage of life, specializing in Estate Planning. Kris respects the relationships she has built and values the opportunity to be able to change or enhance your financial future. She is a licensed Life Insurance Broker and financial advisor (LLQP) and an Elder Planning Counselor (EPC).
Kris is well connected to other business professionals in her community and utilizes them to help her clients and ease the struggles of everyday life. Kris is also a member of the Barrie Senior Services Network.
Kris is a member of the Kempenfelt Rotary Club, Past President of the Barrie Chamber of Commerce Board and past Fundraising Chair for the Barrie Food Bank. Her passion to helping others goes beyond her business and has been recognized by her peers in receiving the Legends and Legacy Award 2018, the President's Award 2015 by the Barrie Chamber of Commerce and The Barrie Examiner's Women in Business Heart and Soul Award in 2013. Kris is Chair of the Board for Project Lifesaver Simcoe, a tracking device system for our vulnerable citizens that are prone to wandering and go missing in Simcoe County.
I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner). I provide advice for a fee. In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and when they are appropriate. When i work with long term clients I manage assets and ensure they are properly insured based on their goals. When our clients die we help guide their executors in settling our client's estate.
Ian received his JD from Queen's University Faculty of Law in 2013 and was called to the Ontario Bar in 2014. Ian has practised tax law since his call to the Bar. Ian has a varied practice which includes tax litigation, personal and business tax planning, and estate and trust planning.
Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.
P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected ,daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!
JANET JACKSON BA, CEA, CPCA
Financial ConciergeTM-Daily Money Manager, Power of Attorney, Estate Administrator
As a Financial Concierge, I perform day to day money management services* for those who can’t, don’t or shouldn’t. I assist older adults get bills paid and cheques deposited so they can maintain their independence and age in place on their terms.
Up to 10% of older Canadians have experienced some type of elder abuse and over 65% is financial abuse - mostly at the hands of family members.
I also offer advisor services for, or appointment as Power of Attorney, Personal Representative (Executrix) and Agent for Estate documents.
A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to provide this unique, professional, heart centered service to seniors and their families so they can have peace of mind about their financial matters.
*Daily Money Managers help seniors get a handle on their routine financial activities by advocating on their behalf, managing budgets and financial documents, tracking expenses and income, automating bill payments and managing risk related to fraud and abuse.
Patrizia has been working in the financial industry since 1996. She earned her Certified Financial Planning Designation in 2006. Patrizia spent 13 years working as a Financial Advisor. She is currently in Compliance working as a Branch Manager.
I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.
Around here, we focus on behaviours and feelings — learning how to interpret, work and thrive with them.
It took 20 years in the brokerage industry, a masters in counselling and psychology and even a fromager certificate (yes, I love and studied the art of cheese, but don’t ask me to make it!) plus a pandemic to really put my finger on the issue that plagues finance professionals. Your pressures aren’t limited to the market, client goals and brokerage needs. Let’s be honest — life happens. The risks you’re trying to mitigate involve so much more than what your typical CE course addresses. And I’m the kind of person who isn’t afraid of having these weird and difficult conversations (no judgement here!). Which is why, as an educator and mental health professional, I built an entire practice around helping you get through all this funky business.