Regional Investment Sales Associate for Empire Life from Ottawa to Toronto.
I am a freelance Paralegal with over 26 years experience. I have a passion for guiding families and friends when a loved one has passed. My goal is to ease the burden and help executors navigate their way through the administration process. I offer impartial, focused, communicative guidance and support to executors including hands on preparation of applications needed to administer any estate. I also have a network of professionals that I can call upon in the event complex matters arise.
Heir locating is my specialty and I have assisted executors find heirs across the globe.
Additionally, I am passionate about pre-planning and feel estate planning should be accessible and affordable therefore I have co-created "Make Your Own Wills". A website offering a plethora of estate planning guidance and the ability for the user to make their own estate planning documents utilizing a simple questionnaire.
I am also a Commissioner for Oaths.
I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning designation and I love helping people make their dreams a reality.
My credentials include my CFP, CLU & CHS designation.
We provide financial planning services which includes; retirement income planning, estate planning, education planning, inheritance planning and risk management planning.
I also specialize in Socially Responsible Investing
I am a Partner/Owner of Exit Savvy. We simplify estate management by providing practical products and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney.
Our workbooks include: Personal Estate Planning, Small Business Owner Estate Planning, Executor Workbook, Power of Attorney Workbook and the Personal Directive Agent Workbook. These workbooks can be purchased through our website www.exitsavvy.com.
Our services include: Advisory Services for individuals filling the roles indicated above; Facilitation and Coaching related to challenging conversations with which Testators, Executors and family members can struggle - whether it is opening the conversations about Planning, addressing conflict, or supporting Executors, Personal Directive Agents and Powers of Attorney as they carry out their responsibilities.
We also provide referrals to professionals (accountants, lawyers, financial advisors, etc.) who have the right knowledge, skills and abilities to assist with those aspects of estate planning and management.
Along with my CEA designation, I also have an MBA and am a Certified Management Consultant and member in good standing of the Canadian Association of Management Consultants.
I help my clients plan for today and also for the future
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.
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!