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.
I help my clients plan for today and also for the future
C-Suite executive with a thorough understanding of the financial service and funeral industry. Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing. Active in industry associations and frequent public speaker. Professional designations include CPA, CA, CMA, CPC, and CEA.
I am the CEO/President of Team iTech. We help people make tech make sense. I am also a licensed life agent and accredited CEA. I live in Kingston with my wonderful wife, Jenna, am a volunteer with the Kingston Walk for ALS and Past President of the Ottawa and District Funeral Service Association. I also sit on the board of the Kingston Chapter of Certified Executor Advisors.
I've been in the Financial Services industry since 1998, and have advanced my education to acquire CFP, (Certified Financial Planner) CLU (Chartered Life Underwriter), CHS (Certified Health Specialist), CFDS (Certified Financial Divorce Specialist) and CEA (Certified Executor Advisor) designations.
My strength lies in explaining complex elements of financial planning in plain language that brings clarity to your options.
A unique career path led Chantal to discover her true passion: helping clients and their loved ones plan for, and deal with, disabilities, incapacity, illness and death. Being a true ‘people person’, she found herself drawn to the areas of wills, estates and trusts where she can serve clients and their families on a personal level and develop lasting relationships.
Chantal grew up in an entrepreneurial family in a small community in northern Ontario. She studied at the University of Ottawa obtaining a Bachelor of Social Science degree with a major in Political Science and a minor in Women’s Studies. She then continued her studies at the University of Ottawa successfully completing her law degree in French. She articled with a mid-size boutique labour and employment law firm in Ottawa and was called to the Ontario Bar in 2004.
Chantal gained valuable experience working for the Canadian Bar Association and running a successful business before joining a busy northern Ontario law firm. While working at this firm, she developed a keen interest in the areas of wills, estates and trusts and knew that this was where she wanted to focus her career.
Upon returning to the Ottawa area and working briefly as a consultant, Chantal is now thrilled to be an integral part of Neff Lafreniere Estate Law Professional Corporation, a boutique wills, estates and trusts law firm.
Chantal draws on her broad experience to provide legal advice tailored to each client’s needs while exceeding client expectations by delivering exceptional, caring service. She is bilingual and able to communicate with clients in both English and French.
Chantal is a Certified Executor Advisor.
I'm a CPA and CFP with over 20 years experience in financial services.
I currently manage a client base of 450 families, acting in an advisory and consultancy role.
My name is Zoë MacKenzie and my position for work was Associate Director, Planned Giving with the University Hospitals Kingston Foundation. I now am an I dependent Consultant.
I helped my donors determine what they want to plan with their Estate at the end of life to give an Estate planned gift / legacy gift or call it a future gift in their Will. Family is first as always, but many donors feel strong about giving back to the community they live in after they have provided for their heirs. I help those who have determined they would like to give to one or all three of the Kingston Hospitals.
I find it's like a puzzle - finding the right pieces to fit that is a win-win for the donor wishes and another key piece of the puzzle for what works for the charities.
In my search to be knowledgeable I have completed the CPCA course (Certified Professional Consultant on Aging) and found it very helpful in my work and my current interests.
I also have completed the CEA (Certified Executor Advisor) to further my knowledge and to assist my donors.
My purpose and passion is to make sure that I do the best possible job for my donors and to add a benefit of knowledge and advise to Executors of Estates
I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program. Estate planning does not end with the client. It is essential that the Executor has the knowledge and the tools to ensure the successful transition of an estate. It is through the process of Executor engagement before the client passes that can facilitate success.
On behalf of advisors, I conduct compelling client-centric seminars that get clients motivated to get organized and complete their planning process. It deepens relationships for advisors and opens them up to whole new world of referral business.
Ontario Bar Association, Trusts & Estates
Section Chair 2015-16, member at large of Elder Law and Alternative Dispute
Resolutions Sections, member at large OBA governing council;
Canadian Bar Association
Ontario Association of Family Mediators
Toronto Lawyers Association
ADR Institute of Ontario & Canada
EDUCATION AND YEAR OF CALL
Called to the Bar of Ontario, 2004
B.A. University of Toronto, 1993
LL.B. Osgoode Hall Law School, 2003
Executive Certificate in Conflict
Management, University of Windsor Faculty of Law, 2015
Certificate, Negotiation and Leadership
Program, Harvard Law School, 2015.
Certificate, Mediating Disputes,
Harvard Law School, 2016.
Jane is an estate specialist, offering mediation, litigation, estate planning
and administration services.
Jane’s practice is focused on many
aspects of elder- and age-related law, including:
Facilitating difficult conversations for families related to estate
planning, planning for the future of a family business, power of attorney and
guardianship disputes, estate administration disputes;
Estate, succession, and substitute decision (power of attorney)
Power of attorney and guardianship questions and dispute resolution;
End of life decision making;
Navigating the complexities of blended families and intergenerational
Protecting against - and finding remedies for - financial abuse or
Administration of estates;
Advocacy in court proceedings;
Neutral Estate Trustee and Estate Trustee During Litigation services; and
Mediation and settlement of estate, power of attorney, elder- and
Jane applies insight and compassion to her legal services and mediation
practice, using her training in age-related issues to facilitate resolution,
and reduce the harm of conflict upon the families she serves. Jane is committed
to promoting the independence and well being of older adults through advocacy and mediation. She is a frequent speaker and writer for
public legal education events and professional programs.
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.