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
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".
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, 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.
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.
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.
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
services can be broken down into 3 main categories:
1. Estate Planning:
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:
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:
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.
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.
currently only serve the province of Ontario)
Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.
Listening to and understanding your life goals are hallmarks of the current success of my practice, and I work hard to build financial strategies that help lifeguard your future. I have helped many families reallocate their financial resources to find opportunities, not only for wealth creation, but also for significant legacies around their family and community.
Our team at Branstone Financial Strategies Inc. uses our firm’s core values to leverage their expertise, and we all aim to set high standards of service excellence that build long-term relationships with a growing client base. We embrace evolving technology to help deliver attentive service and be respected in the community as a solid financial security planning practice.
We are proud supporters of the United Way and the Women’s Resource Center, a major sponsor of the Manitoba Winter Fair and Brandon Wheat Kings, and presenting sponsors of the Brandon Men’s Bonspiel. Our Branstone Team believes in giving back and supporting the traditions that make our great community what it is today