Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to offer more. In her search for greater knowledge, she has earned the designation of Licensed Funeral Pre-Planner and Certified Executor Advisor.
Nadia is currently a gift officer with The Neighbourhood Group Community Services in Toronto, a social services agency serving people at all stages of their lives from the very young to the very old. With our community, we're building a vibrant, inclusive Toronto.
Nadia is becoming a CEA to improve her skills and knowledge to guide donors towards making their best gifts by wholistically considering their life situation and legacy plans.
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning. I am a Certified Financial Planner, Chartered Life Underwriter and Certified Executor Advisor. My mission is to help you make smart decisions with your money.
Dana is a Certified Financial Planner® with 26 years of financial industry experience. She partners with her clients in all aspects of Wealth Management.
The CEA designation allows Dana to provide clients advice based on her broad practical knowledge in all of the 17 disciplines required to advice the executor /executrix. She wants to help her clients as estate planning becomes a goal in each of their journeys
.
We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers; estate planning lawyers; tax specialists; certified financial planners; investment councillors that help us in the management of our clients wealth.
Our team has over 30 years experience in managing clients wealth.
From
proactive planning to immediate need situations, we offer experience,
guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate
settlement, Executor advisory, financial planning, taxes, valuations and real
estate needs all supported by our network of trusted professionals.
My main area of practice is to provide guidance and solutions to retirement and estate planning, as well as protecting clients' assets in the event outside their control. I am a Qualified Associate Financial Planner and an Elder Planner Counsellor. With more than 25 years of investment experience in the financial industry and previously worked with seasoned fund managers in securities firms, I enjoyed very much working with my clients in which the majority group is people over 60+. I am licensed to offer life and health coverages with main focus on asset transfer strategies to beneficiaries / next generation.
Chris has been an advisor since 2011. What Chris enjoys most about being an advisor is being able to help ensure people have things properly structured both now and in the future for their next of kin. When he is not working, Prior to being an advisor, he was an Engineer, having spent 16 years working in Project Management in the automotive sector. Chris enjoys spending time with his family. He enjoys golfing, fishing, curling and travelling.
My passion for helping people and desire to make a difference drives me to first understand what is important to my clients. I believe it's important to invest my time into truly knowing what you're working towards when building a relationship. Navigating the challenges and changes throughout our lives can be difficult; my aim is to help my clients realize the goals and milestones that reflect their values and priorities while working through the obstacles.
I partner with business owners, professionals, and their families who want to work with us for the long-term. We have an established process to build personalized plans for our clients to help them achieve their financial goals and I partner with them throughout their life to help them stay on track through life's changes.
I started with Edward Jones in 2015 after obtaining my Bachelor of Commerce from the University of Alberta. I am passionate about training and coaching within our firm. Currently I am the Diversity, Equity, and Inclusion Leader for the Northern Albertan region as well as a member of the Client Solutions Team where we're responsible for supporting and training branch teams to provide an ideal client experience. I was made a limited partner in the firm in 2022.
ABOUT ME ... (OK, Put ME on the SPOT!)
Almost 60 Years on the PLANET!
Over 40 Years in SALES & MARKETING!
Almost 20 Years in REAL ESTATE!
and for almost 5 Years NOW I get the SENIORS DISCOUNT!
I moved to Britsh Columbia in 1993 from Leamington, Ontario. A smalll Farming Community that at the time had HEINZ as the Major Employer. Located about 40 minutes from Windsor, Ontario and accross the RIver from Detroit and about 4 hour Drive from Toronto, it was a Great Place to Grow Up along the Shores of Lake Erie.
In 2006 I was having my 3rd Child at age 37ish and selling Cars for a FORD Dealership in Surrey, BC., I was doing well, BUT the Industry was changing and I needed something NEW. JAY HOLLAND, REALTOR came to be. Now, approaching 20 years later, the Journey Continues ...
A few Milestones in 20 years ...
- Manufactured and Modular Home EXPERT. In 2018 I achieved Medallion Status and was One of the TOP 10% of Producing Realtors in the Fraser Valley. My niche Market was resale of Manufactured Homes in Parks in the Fraser Valley
- Fast Foreward to 2020 and I have SOLD my 1st Manufactured Home Park about 20 Homes and 55 Acres in the Town of Lytton. Yes LYTTON. The town that Burnt tot he Ground a Year Later. The Manufactured Home Park made it through the Fire and subsequent landslide season with Minor Issues. BUT we wow the things we Learned working in the Mountains.
- 2025 - Man Alive ... We MADE IT! I am NOW working at EXP Realty with the FORTUNE Real EStatet TEAM (Leader Deepak Kumar) in Downtown Langley. I am still a FULL Service Realtor, and SO MUCH MORE! We have some small developments around the Fraser Valley. and a Full 34 Lots Sub-Division just North of Vernon, in a small Farming Community called Enderby.
The Story Continues ... Check Back in November 2025 for an UPDATE
JAY
Rick Honeyford is a Certified Financial Planning Professional specializing in estate planning with over twenty years of industry experience. He is also a mortgage agent who works with reverse mortgages to allow his clients to give an early inheritance.
Canadian National Christian Foundation is a public foundation that facilitates charitable gifts through donor-advised funds.
ADVISORS with Purpose provides complementary and confidential estate and legacy planning services for supporters of partner charities.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE