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
thunder bay
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
thanks
david lillie
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 Realty World Legacy in Burlington. We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington.
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.
Peter has been in the financial planning industry for 28 years. During the last 18 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter has a strong background in working with other estate planning professionals to find the best possible result for their clients. Peter is an organized and efficient client focused advisor who can help simplify the complicated. Peter is currently serving as the CEAN Atlantic Director and is active in attempting to develop an Atlantic Chapter for CEAN. He can be contacted at .782-409-2032 or peter@executorsfriend.ca.
In the world of the great outdoors, an outfitter is a professional guide or guide service that provides clients with access to opportunities and experiences that can be difficult and costly to obtain on their own.
If you are an angler or hunter, or might be interested in becoming one, we are your outfitters. We are your guides to wealth and beyond - whether it is financial security, or a harvest of fish and game, or both.
With our three decades of financial services experience, and a lifetime of fishing and hunting experience, we help you avoid the pitfalls - so you can get the absolute most out of every opportunity in all worlds.
I have 8 years in business as an advisor. I run a successful multi advisor corporation with 6 advisors and 3 assistants. I am also a Certified Divorce Financial Analyst.
I graduated from École Technique et Professional (University St. Boniface) in 2002; I joined Talbot & Associates shortly after that.
In 2012, I obtained a bachelor of commerce degree from Laurentian University, and a Certified General Accountant (now Chartered Professional Accountant) designation later that year.
After obtaining my CGA designation, I became one of T&A’s partners, then also, St. Boniface Office Manager.
I provide accounting and tax services, as well as consulting services to personal and corporate clients. I also manage our Trusts and Estates tax department.