I have been in the financial services industry since 1992 and a Certified Financial Planner®
professional since 1998. Although I have worked in the industry through various
mutual fund dealerships I joined Sterling Mutuals Inc. because of the
independence that is offered through this type of dealership.
I operate as a "FEE-ONLY" Financial Planner and do not earn a commission on the sale of a financial product. I can be engaged to provide financial planning services ranging from one time consultations or on-going service relationships. Visit my website at www.gregormcdonald.com and email me at firstname.lastname@example.org to arrange a meeting.
My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd. I began my career in estate administration working with my father who practised law for over 50 years! Although my Law Clerk Certification provided a great basis for estate administration, the lessons learned through processing thousands of Probate/Certificate of Appointment applications, or acting as a professional Executor, have been invaluable. With over ten years of experience in this field, I have not only honed my practical skills to work efficiently, but also the communication skills necessary to deal with the sensitive and confidential matters relating to estates. I truly enjoy getting to know my clients and using my expertise to help them navigate through this difficult process.
For more about my services please visit my website at www.mcdonaldestateservices.ca
Dual licensed investment/insurance advisor. I hold myself out through the financial planning subsiduary of our local credit union.
I've been working in this industry for 31 years starting with Sun Life Financial.
Currently, I work with an MGA, Bridgeforce, for all products connected with personal insurance including Life, Disability, and Critical Illness.
I also have a couple of Group Insurance clients with Manulife Financial and I also work with Blendable,
I'm licensed for Mutual Funds and use Sterling Mutuals Inc as my dealer.
I have earned the following designations, CLU, CH.FC. CFP, CEA.
I am a real estate appraiser preparing appraisals for many purposes such as estate settling, divorce, government seizures, relocations, capital gains, dispute resolutions, presale consultations, MPAC challenges, Power of Sale and financial mortgaging. I have been in the Financial Services Industry holding various positions since 1974, and bring a broad range of experience to the table.
Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals. I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years I have attained numerous Financial designations, to insure I guide my clients through all of life's episodes (good or bad) so they can Maximize financial Gains,feel confident they are making the right decisions and supported through out.
My office is in Etobicoke at Bloor and HWY 427.
Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy planning is very important to my cleints.
For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com
Over 30 years ago, a passion to empower others through improving their financial health led me to pursue a career in financial services. Today, at Interior Savings my focus is to guide and support those navigating the many challenges of managing estates.