Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs.
We work with strategic donors. We function as a comprehensive gift planning outsource service for small-to-medium sized charitable organizations. We support the planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.
Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development of your comprehensive plan. Together as a team, through understanding your unique needs, identifying your goals, and addressing your questions, the process of building the foundation of your customized financial plan is set in motion.
As a respected professional with more than 30 years' experience in the financial services industry, Gordon's advisory expertise and customized planning for his clients have created the cornerstone of his success. Gordon is recognized by his clients as an individual who possesses exceptional listening skills, presents all options, builds on facts, is realistic, family oriented, and demonstrates a high degree of integrity. He is a life long learner and continues his education through seminars, conferences, print media, internet resources, money manager symposia, personal development, professional development, and collaboration with his colleagues.
Kearney Funeral Service is a full service funeral home with 4 locations in the lower mainland of British Columbia. We provide a full compliment of At Need and Pre Need Counselling, Advice and Bereavement Support.
I manage the Pre Need Division for Kearney Funeral Service throughout the company network. I have proudly been connected to Kearney’s for over 40 years through being a customer and now as a valued member of their team of talented, compassionate advisors.
Rob is a certified financial planner, CEAN.ca chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Gawthrop Financial, and with over 30 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band) a husband of 36 years and the father of four grown daughters.
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
10 years and has been a Branch Manager with DW Good Investment Co Ltd since
Susan is also a certified life coach and public speaker.
I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.
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, CPC, 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