I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.
Overseeing the financial affairs of business owners.
With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council of Canada, the Fellow of the CSI (FCSI) designation conferred by the Canadian Securities Institute and the Certified Executor Advisor (CEA) designation conferred by the Canadian Institute of Certified Executor Advisors.
I look forward to exploring investment strategies and solutions with you as we work together towards achieving your uniqwue financial goals.
Executor support either proactively to document and communicate information for your Financial Power of Attorney and Executor or reactively when your Power of Attorney or Executor are fulfilling their responsibilities. I have an EPC designation and experience as a corporate controller for various Canadian pubic companies. My business provides provides personal service to families to communicate their wishes and preferences down to the last detail for the important individuals they have appointed as their Power of Attorney or Executor.
Independent Senior Financial Advisor under Experior Financial Services in the Cold Lake and area.
Experior Financial Group offers a diverse selection of brokered insurance coverages including UL, Term, Disability, Critical Illness, Permanent Life Insurance, Health & Dental, Travel, Long Term Care & Group Insurance and also Mortgage/refinancing, paralleled with home and auto referrals. As a Certified Executor Advisor having orchestrated numerous family deaths as an executor I come with experience second to none. Being prepared is the key to a fluent transition prior to a passing of a loved one, so lets connect and chat to make sure everything is in place.