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My name is Zoë MacKenzie. I am an Independent Consultant who is a qualified Certified Professional Consultant on Aging (CPCA) and a Certified Executor Advisor (CEA) My expertise is with Planned Giving. I help my clients determine whether they want… Read more »
Area serviced: Kingston, ON
I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has… Read more »
Area serviced: Oakville, ON
  PROFESSIONAL ASSOCIATIONS Ontario Bar Association, Trusts & Estates Section Chair 2015-16, member at large of Elder Law and Alternative Dispute Resolutions Sections, member at large OBA governing council; Canadian Bar Association Ontario Association… Read more »
Area serviced: Toronto, ON
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine… Read more »
Area serviced: Waterloo, ON
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and… Read more »
Area serviced: Kingston, ON; Belleville, ON; Peterborough, ON; Brockville, ON
Hello,I work for BlueShore Financial, which I consider to be the preeminent financial institutions in Canada.We pride ourselves on providing an exceptional client experience, along with delivering prudent financial and investment advice.With more than… Read more »
Area serviced: North Vancouver, BC
Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter… Read more »
Area serviced: Halifax, NS; Cape Breton Regional Municipality, NS