I am an Estate and Trust Advisor with RBC Royal Trust. I can discuss estate settlement, trustee services, trust structures, executor services and other specialized services.
I have been helping clients with estates for 15 years.
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.
am committed to helping clients protect their financial present and future by delivering the most effective life and living benefits insurance solutions to address their goals, needs and concerns.
By working with financial advisors to develop and maintain their in-depth life and living benefits insurance knowledge, together we can give clients peace of mind that their advisor is well-versed in industry leading information, concepts, and products to provide the best possible insurance solutions.
Life Insurance, Critical Illness Insurance, Disability Insurance, Tax Planning, Estate Preservation, Relationship Development, Consultative Sales, Sales Concepts, Presentations and Training.
Have a private practice with Sun Life Financial, I have been in business for 37 years all with Sun Life, and have been a member of Advocis for that period of time as well.
I do personal financial planning with a focus on retirement and estate planning.
This is all on my website...
I have been working for public CPA firms since 1999. My work has been primarily in small business and taxation. As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates. I have recognized the need for a consultant to advise and pull together all the necessary steps for grieving executors. I am now the manager of the Estates department within James & McIntyre CPAs.