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Rick is a life insurance and living benefits specialist. In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.
As a Certified Executor Advisor,… Read more »

Area serviced: Toronto, ON; Hamilton-Wentworth, ON; Welland, ON; Niagara Falls, ON; St. Catharines, ON

416 888-3564

Mark Manalili, CEA
Inside Sales Representative

Toronto, ON Contact

Area serviced: Toronto, ON

4163658756

Anthony Marchao, CEA
Financial Advisor

Toronto, ON Contact

Area serviced: Toronto, ON; Etobicoke, ON; Markham, ON; Mississauga, ON; Newmarket, ON; Aurora, ON

4164106669

LOGAN MARCHEN, CEA
MR.

Peterborough, ON Contact

Area serviced: Peterborough, ON

7059310542

Keleena Mariasine, CEA
Wealth Advisor

Halifax, NS Contact

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Area serviced: Halifax, NS

9024966748

Dustin Marnell, CEA
lawyer

Victoria, BC Contact

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Area serviced: Victoria, BC

250-385-6004

Loida Martel, CEA
CEO & Founder

Brampton, ON Contact

My name is Loida Martel, and I am a licensed Funeral Director and a Certified Executor Advisor. I am the founder of an amazing company called Personal Affairs Consulting, aimed at helping all Canadian families with their Estate Administration… Read more »

Area serviced: Brampton, ON; Ajax, ON; Alliston, ON; Ancaster, ON; Angus, ON; Aurora, ON; Barrie, ON; Bradford, ON; Burlington, ON; Caledon, ON; Cambridge, ON; Dundas, ON; East Gwillimbury, ON; Etobicoke, ON; Fergus, ON; Fort Erie, ON; Georgetown, ON; Grimsby, ON; Guelph, ON; Halton, ON; Halton Hills, ON; Hamilton, ON; Hamilton-Wentworth, ON; Innisfil, ON; King City, ON; Kitchener, ON; Lincoln, ON; Markham, ON; Metro Toronto, ON; Milton, ON; Mississauga, ON; Most of Ontario, ON; Newmarket, ON; Niagara, ON; Niagara-on-the-Lake, ON; North York, ON; Norval, ON; Oakville, ON; Orangeville, ON; Oshawa, ON; Pickering, ON; Richmond Hill, ON; Scarborough, ON; Serving most cities in Ontario, ON; St. Catharines, ON; Stoney Creek, ON; Stouffville, ON; Thornhill, ON; Toronto, ON; Tottenham, ON; Vaughan, ON; Waterloo, ON; Waterloo (Region), ON; Whitby, ON; Woodbridge, ON; York, ON

905-792-2872

Area serviced: Prince George, BC

Area serviced: Thornhill, ON

Area serviced: London, ON

Area serviced: Brampton, ON; Mississauga, ON

Area serviced: Peterborough, ON

Area serviced: Edmonton, AB

As a Sr Practice Management Consultant, my work with Financial Advisors is focused on financial planning process and insurance, investment planning, income tax planning, disability planning, retirement planning and employee benefits, business ownership planning and transition, executive compensation, pension planning, estate and legacy planning.

I also hold a Bachelor's Degree in Business Administration with major in Foreign Trade, in addition to my RIS-Responsible Investment Specialist designation, MFA-P-Master Financial Advisor in Philanthropy designation and have recently earned my CEA-Certified Executor Advisor designation

Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON; Brampton, ON; Milton, ON; Toronto, ON

The role of Executor is often thought
of as a position of “honour". Most
people who accept the role of Executor do so without fully comprehending what
will be required of them. Being appointed as an Executor of a Will has a
great deal of responsibility. It is a fiduciary duty and there is
considerable personal liability associated with it. As a Certified Executor Advisor, my job is to
set the Executor up for success by providing them with a roadmap for their
future role, as well as, working with the Testator to make sure his/her wishes
are understood. By working together, the
Executor has the direction and the information required to fulfill the final
wishes of the Testator and will significantly reduce the time and risk associated with performing these duties.
No one wants their Executor to fail. Working together and planning
ahead goes a long way in setting up the Executor to succeed. That is best
way to ensure that this role is truly an "honour".

Area serviced: Toronto, ON; Hamilton-Wentworth, ON; Welland, ON; Niagara Falls, ON; St. Catharines, ON

As a Certified Executor Advisor, Rick is honoured to hold the hand of the person, that his client has appointed as their Executor. Most people do not do the activities of an Executor on a daily basis and they are called to duty at a highly emotional time.

Rick takes a unique approach in his practice. When there is harmony in the family prior to a loss, he wants that harmony to continue when the unexpected happens, by facilitating family and business discussions about the inevitable, well before the Executor needs to act.

Rick's personal and company motto is "Live Large Now" but take some time to make sure all of your ducks are in a row.

Area serviced: Toronto, ON

Area serviced: Toronto, ON; Etobicoke, ON; Markham, ON; Mississauga, ON; Newmarket, ON; Aurora, ON

Area serviced: Peterborough, ON

Logan
Marchen is a Certified Financial Planner with IG Wealth Management who understands the unique challenges
and needs of people with disabilities and those that care about them. Our team
is dedicated to providing personalized, compassionate support to help you
navigate the complex financial landscape and create a secure and comfortable
future for you and your loved ones. With our expertise and support, you can
feel confident in your financial decision-making and focus on providing the
best possible care for your family. Let us help you take control of your
financial future and find peace of mind.

Area serviced: Halifax, NS

Area serviced: Victoria, BC

Dustin practises in the areas of real estate, wills and incapacity planning, and estate administration (probate). He has acted and accepts appointments as Executor, Trustee, and Attorney under a Power of Attorney.

My
name is Loida Martel, and I am a licensed Funeral Director and a Certified
Executor Advisor. I am the founder of an amazing company called Personal
Affairs Consulting, aimed at helping all Canadian families with their Estate
Administration needs.

Our
services can be broken down into 3 main categories:

1. Estate Planning:

You have
a consultation with a Certified Executor Advisor to discuss how you can go
about having your affairs in order. We would discuss everything that is
applicable to your circumstances and situation in order to protect yourself, property,
assets, family, and wishes.

2. Estate Administration:

Once
a death has occurred, we work with the Executor or legal next of kin to
complete all the necessary notifications and cancelations. From every government
agency to personal paperwork.

3. Senior Services:

Lastly, we
work with those aged 60+ in assisting them with applying for their pension (CPP
& OAS), as well as other government benefits and programs they may be eligible
for due to their age or income level.

Having
worked in the Funeral Service industry for over 13 years has provided me with an
immense amount of experience and a unique perspective. I have worked with
families from all walks of life and helped them during one of the most difficult
moment in their lives. However, I saw there was a need in the community to do
more to facilitate, be a resource, and provide guidance for the families we
served. Through my company I know I can provide my clients with the
information, tools, and means to feel confident in making informed decisions in
life about various topics. And if I cannot provide it for them, I know I have a
network of trusted professionals I can rely on to aid them.

(We
currently only serve the province of Ontario)