I have been practicing in financial services industry in some capacity since 1977. In addition to the designations shown, I have qualified as a Trust and Estate Practitioner and and Elder Planning Counselor. I own a business that provides comprehensive wealth management and financial planning.
I understand that good financial advice is more important
than ever. As such, I take a long-term
approach to planning. I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track. I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.
I've been helping pre-retirees, retirees and small business owners with:
- Estate Preservation/Transfer
- Business transitioning
- Risk Management
I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.
We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.
Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.
Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.
Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death.
We believe that grief is hard enough. We are dedicated to making estate settlement simple.
Call us today to get started.
306-500-9625 or toll-free at 1-800-500-2135
A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers. That responsibility extends to the beneficiaries of their life long work. For both them and their families, having someone at their right hand with a personal, comprehensive and confidential connection to all of their financial affairs, can be the best gift of all. What needs to be done, by whom, and when. And the best time to arrange all of that, is now.
I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships while utilizing a Holistic Planning model which helps people accumulate, grow, and preserve their wealth. As an independent adviser my solutions are unbiased. I use a wide range of products and services that are specifically suitable to my clients situation.
Rosie Owens, CFP, TEP, CEA
Director, Financial Services
Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered products, estate and taxation.
David Pankiewich, CPA, CA, CEA works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided. As an accountant with over 25 years experience assisting clients in a variety of industries and income levels, he seeks to understand the goals and objectives of each client and provides thoughtful advice, in a team approach. David has completed both the Canadian Institute of Chartered Professional Accountants Indepth Tax Program and the Advanced Tax Program for Owner Manager Businesses and is knowledgeable in the planning areas of wills, trusts, estates, business succession, and insurance. He is a member of both the Canadian and Ontario Institutes of Chartered Professional Accountants and a member of the Canadian Tax Foundation. He also volunteers as an Area Leader for the Chartered Professional Accountants of Canada Community Connect Program, to coordinate and provide the "Financial Decisions Matter" series of seminars to improve financial literacy in the community.
We are a professional financial advisory firm specializing in retirement and estate planning.
We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.
As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.
We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.