A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.
Harold has a unique perspective, in that he represents both advisors and their clients. On the one hand, he advises stockbrokers, mutual fund representatives, insurance agents and financial planners (and their respective corporate entities) on liability, compliance, regulatory, errors and omissions insurance and commercial issues. On the other hand, he sues stockbrokers, mutual fund representatives, insurance agents and financial planners to recoup client losses arising from advisor negligence or to recover life insurance, annuities and disability benefits when insurers fail to pay claims.
Harold is a well-known financial industry commentator, a continuing education provider for various insurers, investment and mutual fund dealers, and financial industry licensing organizations. He is a co-administrator of www.foradivsorsonly.com. He is a member of the Financial Planners Standards Council's committee reviewing FPSC's Standards and Ethics. He has been a consultant to the Advocis Best Practices Committee, is a member of the Best Practices Committee for Advocis's Ottawa Chapter and sits on the OSC Investor Advisory Panel.
Harold is also a member of Conference of Advanced Life Underwriting Associate Member and a member of the Financial Planning Standards Council. He is an elected council member of the Canadian Bar Association Ontario and the Regional Representative on the Ontario Bar Association's Class Action Section Executive Committee. He is a member numerous legal associations, including the County of Carleton Law Association.
Harold obtained his Bachelor of Arts from Queen's University, and his law degree from Dalhousie Law School. He was called to the Ontario Bar in 1993.
Servicing Kamloops BC and area. A Sun Life Financial Advisor since 2007. Designations, CLU, CFP, CHS, CPCA. Providing holistic financial planning advice.
Susan has been involved in the investment industry for over
15 years and has been a Branch Manager with DW Good Investment Co Ltd since
Susan is also a certified life coach and public speaker.
As a principal at Avail LLP in
Lethbridge, Alberta, I have over 25 years’ experience in public practice,
focusing on Estate Planning as well as personal and estate income tax. The Estate team at Avail assists clients in
developing an Estate Plan that preserves their wealth and protects their loved
ones. Client service is our highest priority.
Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn, and develop more efficient and effective ways to help his clients understand the complex financial world we all live in today. In early 2017 he started his quest to find better solutions for his clients in this ever changing complex investment world, in 2018 Steve joined with a PM (Portfolio Manager) and together they created SWP (SAFE Wealth Planners Inc.) Along with financial planning and the private wealth business Steve has met with many people who were struggling to finalize an estate, he decided to gain his CAE designation so he could better help his clients when the need arises. Steve continues to work with other producers and professionals to help structure corporate and succession plans. Steve gets fired up when he can help clients create and simplify complex solutions into understandable plans.
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.
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, and CEA.
Karey Ireland is an award winning realtor who has 25 plus years of real estate selling experience in the Greater Vancouver area. Karey's career in the general re-sale market & new home sales arena has allowed her to achieve over 2,300 transactions in her career thus far. She is passionate about real estate & helping her clients navigate the Vancouver markets. Her career began in nursing & she prides herself on bringing a caring & compassionate sense to the business of selling real estate.
I am currently President of Limestone Web Solutions. We help people make tech make sense. We also design the best and fastest responding websites in the marketplace today. We do mobile app design, SEO Optimization and Social Media management. I am also a licensed life agent and accredited C.E.A. I live in Kingston with my wonderful wife, Jenna and my 3 year old Bichon-Frise named Bentley Leonard. I am an active volunteer with the Kingston Walk to End A.L.S. and Past President of the Ottawa and District Funeral Service Association. I also sit on the board/committee with the Kingston Chapter of Certified Executor Advisors. I love being part of the CEAN. Being a chapter member certainly has its benefits. I 'll wrap my bio with some of my favourite quotes:
"Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind". - Dr. Seuss
I've been a financial advisor for the past 40 years. My focus is creating financial plans for my clients. My areas of specialty include retirement planning, investments and estate planning. My credentials include CFP, CLU, CHFC, RRC, CEA and MTS.
I am a financial advisor and portfolio manager primarily servicing high net worth families and business owners. My practice is focused on assisting clients through complex transitions such as major asset sales or purchases, retirement, and estates. I started with my career with RGF Integrated Wealth in 1993.