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.
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.
365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers because “people-oriented” is our philosophy. 365 财富规划公司致力于为有缘朋友提供财富安全，财富增值以及财富传承的金融工具。不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要保障，养老及传承的尽早规划。
I am an advisor with Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth.