C-Suite executive with a thorough understanding of the financial service and funeral industry. Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing. Active in industry associations and frequent public speaker. Professional designations include CPA, CA, CMA, CPC, and CEA.
Work with private investors who have the desire to grow their portfolios and net worth through real estate . Graduated from the University of Toronto with a commerce undergraduate degree.
I'm a CPA and CFP with over 20 years experience in financial services.
I currently manage a client base of 450 families, acting in an advisory and consultancy role.
Tax Manager a Lohn Caulder LLP. Started at Lohn Caulder as a staff accountant in 2004, tax manager specializing in U.S. and cross-border tax since August 2008. Background in individual, corporate, trust and estate tax in both Canada and the U.S.
we have an average size practice with 4 advisors and 2 full time assistants
geographically we cover a territory from elliot lake to
we have a wide range of clients , but are looking to be the added resource clients are looking for .
we offer variety of lending products , mortgages , life insurance as well financial planning our office works on a team basis so that we all discuss needs of the clients and how we can help them at the time or staging an improved platform for the client
I have 25 years experience as an Independent Investment Advisor, I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner. Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind. I am dedicated to building trust with my clients and creating long term relationships.
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 the knowledge and the tools to ensure the successful transition of an estate. It is through the process of Executor engagement before the client passes that can facilitate success.
On behalf of advisors, I conduct compelling client-centric seminars that get clients motivated to get organized and complete their planning process. It deepens relationships for advisors and opens them up to whole new world of referral business.
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially and emotionally.
Realizing a growing need to assist female clients with life-changing events such as widowhood and divorce, Elaine attained the Certified Senior Advisor and Chartered Divorce Specialist designations. To further support her clients, she went on to complete collaborative training accreditation as well.
Elaine’s personal commitment to lifelong education led her to study and achieve the (CEA) Certified Executor Advisor designation which beautifully married her unique counseling skill with the unique needs of her clients.
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 where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.
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 financial planning to deliver customized wealth management and preservation solutions in a way that makes client goals achievable.