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.
I am an advisor with Sun Life Financial. I am a licensed life agent and accredited C.E.A. I live in Kingston with my wonderful wife, Jenna, my 2 year old dog, Hartley McDougall and my 6 year old Bichon-Frise dog 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 the president and CEO of an early stage startup company designing and building systems to help families more effectively transfer wealth from one generation to the next.
Tim Lau demonstrates "To do or not to do" by comparing with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live YouTube and physical lectures for clients and professionals upon corporate tax strategies and estate planning which some of his episodes are free of charge for giving back to community.
we have an average size practice with 4 advisors and 2 full time assistants
geographically we cover a territory from elliot lake to
we have a wide range of clients , but are looking to be the added resource clients are looking for .
we offer variety of lending products , mortgages , life insurance as well financial planning our office works on a team basis so that we all discuss needs of the clients and how we can help them at the time or staging an improved platform for the client
My name is Christine, my educational background is as an Insurance Advisor I then changed careers to become a Thanadoula - End of Life Care Midwife, which I went to school for as well as through the Funeral Director course. I am currently the Manager of Seniors Program for Indigenous Seniors at the Native Canadian Centre in Toronto. We help seniors stay at home as long as possible in order for them to maintain their independence. Our program provides a range of services including Personal Support Workers. More and More over the years I have been asked to assist or execute peoples wills. I have decided to get a professional designation as another tool to assist our seniors with as most of them are on a very fixed income.
As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that makes client goals achievable.
I am a Real Estate Broker and I own the Burlington Branch of Davenport Realty. We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, I have just published my first book 'Selling your Inherited Home'.
My agents and I love working with Buyers and Sellers in our community, guiding them through the Real Estate process.
My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within an estate. We coordinate and supervise everything from the ongoing maintenance and security of property and possessions, to detailed inventories, appraisals, and when directed, the emptying and dispersement of contents as well as any other tasks needed for the preparation of the property for sale. Trustees and executors can have confidence that the estate is in excellent hands with the highest standard of thoroughness, reliability, and efficiency.
As True North's president, I am committed to bringing real value to everything I do. I am motivated by my desire to honour the lives of testators and their legacies, while providing support to those who remain. My studies and understanding of grief and bereavement are an integral part of the support I provide as an extension of the services that trustees require in the course of their estate work and dealing with beneficiaries and families. In creating the business, I remain steadfast in my commitment to dealing with all parties involved in a meaningful way. I believe that how we deal with the life and death of a person should reflect that it is both a privilege and an opportunity to understand and connect with what it means to be human. This belief is driven by my intuitive empathy and an ongoing dedication to excellence and respect for those who are navigating the most challenging of circumstances.