Eva-Christine is a member of Advocis, Independant Financial Brokers of Canada, Canadian Institute of Certified Executor Advisors, Canadian Association of Gift Planners and a member of STEP Canada.
I've been in the financial industry since 1988 helping clients (whether families or business owners) from debt consolidation to estate planning and business succession planning...
Servicing surrounding areas of Newmarket
I currently work as a Financial Planner with Vision Credit Union Ltd. and Credential Asset Management Inc. Providing tailored investment solutions and long-term strategies, is the focus of my business. Extensive knowledge in the accounting and taxation fields, as well as small business development, also provide additional knowledge & resources that benefit my members.
Originally from the UK Maroof emigrated to Canada in 1999 Maroof is a dynamic multi-faceted individual with substantive knowledge and experience in real estate acquisitions and disposal, real estate investment analysis, valuation and appraisal, building sciences, engineering and consulting, and mortgage brokerage and underwriting practices.
Maroof holds globally recognized real estate specific designations including Accredited Appraiser Canadian Institute, Professional Appraiser (AACI, P.App) of the Appraisal Institute of Canada, Certified Commercial Investment Member (CCIM) of the CCIM Institute, Member of the Royal Institution of Chartered Surveyors (MRICS) qualified in Building Surveying holding two current charterships in Project Management and Valuation. He is a licensed Real Estate ‘Broker’ with the Real Estate Council of Ontario (RECO), presently fulfilling his second term on the Discipline and Appeals Committee. Maroof is also a licensed ‘Mortgage Broker’ with the Financial Services Regulatory Authority of Ontario (FSRA), and hold other relevant credentials not mentioned in this bio.
Professional experience and credentials described have required Maroof demonstrate a dynamic problem-solving and decision-making skill set whilst maintaining impartiality, good judgment, outstanding integrity, and the ability to screen information fairly to validate it's credibility. Maroof possess excellent relationship development skills, consistent willingness to communicate, superior analytical skills, and strong professional competence.
An avid mountain biker and snowboarder, Maroof likes watching UFC and boxing, obtained his motorcycle license in 2020 during the C19 pandemic, took up 4 wheel off-roading, and aspires to make time for hobbies like photography, barrier free design, and site seeing. He has a soft spot for old monuments and historic buildings.
I had almost 20 years of working as a Legal Assistant with Lawyers in the Burlington area until I made the move to being a Financial Advisor in 2013. I share an office with two other IPC Advisors and offer Mutual Funds and Life Insurance. The CEA Program is a great addition to my credentials to help our clients and their family members during their crisis situations.
I am currenlty working in a head office position and will be offering my services in the future to clients.
I hold my Certified Financial PlannerTM designation, Chartered Life UnderwriterTM designation, as well as a
Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business contracted with Sun Life Financial.
I provide full services financial planning, including but not limited to retirement planning, income planning, life insurance, critical illness insurance, disability insurance, mutual funds, RRSPs, and TFSAs.
My ability to provide an excellent level of service to clients is a result of the team of qualified individuals I am a part of.
I am a high energy, results oriented career woman with a strong ability to build relationships. My career has centered on the financial services industry, in both B2B and B2C environments. My most recent assignment involved the launch of a credit union in an affluent area of Toronto Ontario.
I am currently responsible for the success of First Inheritance across Canada. FI is part of Peoples Group Company. Peoples Group corporate family has expanded beyond our long standing business of Peoples Trust. This includes the launch of First Inheritance.
Obtaining my CEA will assist with the success of this business launch and help position the success of First Inheritance's Strategic Partners. Our relationship with our partners is a driving force behind our planned growth.
I have been with Westoba Credit Union for over 17.5 years in many roles but in my current role as Estate specialist since April 28th,
The Estate Specialist
position was created to ensure a consistent member experience when assisting
members with estates, while still providing compassion in a time of need. This
role is responsible for ensuring that the estate process is handled seamlessly,
which in turn supports the branches in retaining funds of deceased members.
This position looks for ways to do things easier, better, and faster,
contributing to building our Nimble organization.
Building strong trustworthy relationships and
connection with our members and them having confidence and trust in me and
showing that I care about them and listening and seeing them and providing
guidance to help them through their difficult loss of a loved one that they are
not alone in this that I am here for them.
About Evangeline Wealth Management
As Nova Scotia’s largest
independent Wealth Management Company, we also have access to a broad array of
savings and investment products from all of the major Banks, Independent Investment
Management Companies and also all major Life Insurance Companies.
We have been serving
Nova Scotian savers and investors since 1964. Our roots as a Trust Company
during many of our early years, mean that our clientele are usually quite
conservative and tend to favour a more cautious approach to saving and
investing. We also offer our clients complete pre-or post-retirement planning
to ensure your investment(s) is tailored to your particular needs.
About David Morse
Biography - David Morse
David E. Morse, MBA, PFP, LLQP
David Morse is President and Chief
Operating Officer of Evangeline Wealth Management, Nova Scotia’s largest and
oldest Independent Financial Planning Company with four branches and
thirty-five experienced Advisors throughout Nova Scotia and Ottawa. He has been
in the Financial Services industry since 1986 and prior to joining Evangeline,
he was a Canadian Private Client Director for Seattle, Washington based Russell Investments, one of the world’s
largest institutional money managers. David has been in the Financial Services
Industry since 1986 and previously held senior positions with Mackenzie
Investments, TD Bank and Merrill Lynch Canada.
Talks with David Morse on CBC radio’s Mainstreet
in Charlottetown for several years and was a guest on CBC’s Maritime Noon on
several occasions. He was a contributing author to the National Best-selling
book, TIPS FROM THE TOP, 53 BRIGHT IDEAS FROM CANADA’S TOP FINANCIAL ADVISORS.
He attended the Dalhousie University School of Advanced Management through The
Institute of Canadian Bankers and holds a Master’s Degree in Business
Administration and the Professional Financial Planner designation.