Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.
Listening to and understanding your life goals are hallmarks of the current success of my practice, and I work hard to build financial strategies that help lifeguard your future. I have helped many families reallocate their financial resources to find opportunities, not only for wealth creation, but also for significant legacies around their family and community.
Our team at Branstone Financial Strategies Inc. uses our firm’s core values to leverage their expertise, and we all aim to set high standards of service excellence that build long-term relationships with a growing client base. We embrace evolving technology to help deliver attentive service and be respected in the community as a solid financial security planning practice.
We are proud supporters of the United Way and the Women’s Resource Center, a major sponsor of the Manitoba Winter Fair and Brandon Wheat Kings, and presenting sponsors of the Brandon Men’s Bonspiel. Our Branstone Team believes in giving back and supporting the traditions that make our great community what it is today
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially and emotionally.
Realizing a growing need to assist female clients with life-changing events such as widowhood and divorce, Elaine attained the Certified Senior Advisor and Chartered Divorce Specialist designations. To further support her clients, she went on to complete collaborative training accreditation as well.
Elaine’s personal commitment to lifelong education led her to study and achieve the (CEA) Certified Executor Advisor designation which beautifully married her unique counselling skill with the unique needs of her clients.
With over 14 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Over the past number of years, Tom has held various positions in the Wealth Management industry and leverages his experience to deliver comprehensive financial planning advice by analyzing a client’s overall financial picture.
Since graduating from the University of Western Ontario Tom has continually sought to expand his knowledge within the Wealth Management industry, earning the following designations:
Certified Financial Planner - 2007
Chartered Investment Management (CIM) - 2007
Trust and Estate Practitioner (TEP) - 2016
Family Enterprise Advisor (FEA) - 2020
Certified Executor Advisor (CEA) - 2021
I am an independent, IIROC licensed investment advisor with Aligned Capital Partners. I am a certified financial planner and trained as a chartered accountant which has been changed to Chartered Professional Accountant. I am knowledgeable about final taxation and taxation of estates.
I have earned the following designations: Certified Financial Planner (CFP), Chartered Professional Accountant (CPA), formerly CA, Certified Executor Advisor (CEA). I attended U of T and have a BA in Economics.
I understand how financial pieces fit together and how priorities change through a person's life. I can look at your situations and help identify, prioritize and implement needed improvements. I prepare personal financial statements that you can maintain to better understand your whole situation.
I earn income from investment advisory and trailer fees. I also earn commissions from selling life insurance and preparing personal tax returns (including final returns).
I am an advisor to the board of the JCCC Foundation and former treasurer & board member of the Japanese Canadian Cultural Centre. This has helped me gain familiarity with foundations and charitable giving.
The Certified Executor Advisor (CEA) is a designation that shows clients that I can help them if they find themselves looking after an estate.
I have a home office in north Oshawa, just south of Port Perry, but serve clients within the GTA (or a couple hours drive). I am relatively low key, everything I do is confidential, I work by myself and hopefully easy to work with.
Thank you for your time!
I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE PLANNING.
I LOVE HELPING PEOPLE MAKE WISE FINANCIAL DECISIONS
I LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE
inside sales rep. We work as the distribution network between financial advisors and retail clients.
I am a Registered Representative with IIROC including my options license. I currently hold my CIM designation and am also licensed with the Insurance Council of Saskatchewan for Life, Accident &Sickness insurance. As a life long learner I am constantly looking for ways to improve my personal and professional skill set.
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.
Beginning a career in consumer finance in 1974 Ian's first 7
years learning why many people struggle with money. In 1987 Ian joined a
life insurance firm to learn more about estate planning and
investments. Later mutual funds were added. In 1994 Ian became
an independent broker and remains so to this day.
Ian enjoys teaching people
why it's crucial to eliminate non-deductible debt as quickly as possible. This
has become a key to his work. Reducing personal
consumption while building a solid portfolio of income producing
investments can help to create a stress free, and sustainable financial
Alternative Investments can offer unique opportunities
for some investors and Ian has become very skilled in finding suitable
investments for most investors, from the most aggressive, to the most