Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company.
A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging & end-of-life planning. An empathetic listener with a trustworthy ear who excels at problem solving. A dynamic leader of her generation who understands the road ahead and wants to positively impact it, not only for her own generation, but also the generations before her and after her. A collaborative planner who welcomes input from others.
As the financial advisor to my client families, I am often called upon to discuss estate planning and administration issues. With direct connections to the financial institutions handling client accounts and experience in dealing with them, I can help greatly reduce the stress and save time and money for clients dealing with estate planning and settlement issues. With almost three decades of tax preparation work I also understand the personal tax return very well. Since I consider this work to be part of my holistic value to clients, there is no additional fee for these services.
Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals. I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years I have attained numerous Financial designations, to insure I guide my clients through all of life's episodes (good or bad) so they can Maximize financial Gains, feel confident they are making the right decisions and supported through out.
My office is in Etobicoke at Burnamthorpe and HWY 427.
In addition to the Certified Executive Advisor designation, I hold an MBA, have completed the Canadian Securities Course, and have 35 years of work experience as a corporate and commercial banker in both Toronto and Ottawa (now retired).
Through personal experience I have noticed that many executors are ill equipped to manage their role. My goals are to:
If you know of anyone who would benefit from the kind of help I can provide, please feel free to recommend me and put me in touch with them. I too will be looking to refer opportunities to legal, accounting and other professional advisors.
Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy planning is very important to my cleints.
For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com
Co-operators Financial Advisor specializing in working with families
With almost 15 years of experience in the Financial Services industry. Cindy's role as a Vice President, Business Development at Selectpath Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers, and Group Benefits Advisors, providing Estate Planning and Risk Management advice for their clients. She holds her CLU, and EPC designations.
With 33 years in the financial planning industry I operate a business in downtown Campbellford, ON. I specialize in retirement income planning, estate planning and prepare full financial plans. We offer GIC's and tax preparation as well.
Rachel Memory - Inside Sales Western Canada
(Life/Living Benefits and Wealth)
CHS, CEA, AIAA, ACS - (LLQP)
With a shared commitment to integrity, expertise in investment management and financial planning, and personalized guidance, our team is dedicated to helping you achieve your financial goals. We believe in a collaborative approach, combining our diverse backgrounds and skills to provide you with comprehensive wealth management solutions tailored to your unique needs.
We embrace a holistic approach to wealth management. We believe in cultivating a true partnership with you, gaining a thorough understanding of your financial goals and objectives.
Our primary responsibility is to develop a comprehensive understanding of your short, medium, and long-term financial goals. We translate these aspirations into tangible dollar figures required at various future stages of life. By creating a critical path to achieving your goals, we lay the foundation for your long-term financial success.
In addition to our core competencies, we harness the collective professional know-how from across the industry. This enables us to provide you with a comprehensive wealth plan, crafted to align specifically with your unique goals and objectives.