I am a financial advisor and portfolio manager primarily servicing high net worth families and business owners. My practice is focused on assisting clients through complex transitions such as major asset sales or purchases, retirement, and estates. I started with my career with RGF Integrated Wealth in 1993.
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.
Tim Lau demonstrates "To do or not to do" by comparing with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live YouTube and physical lectures for clients and professionals upon corporate tax strategies and estate planning which some of his episodes are free of charge for giving back to community.
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
My name is Christine, my educational background is as an Insurance Advisor I then changed careers to become a Thanadoula - End of Life Care Midwife, which I went to school for as well as through the Funeral Director course. I am currently the Manager of Seniors Program for Indigenous Seniors at the Native Canadian Centre in Toronto. We help seniors stay at home as long as possible in order for them to maintain their independence. Our program provides a range of services including Personal Support Workers. More and More over the years I have been asked to assist or execute peoples wills. I have decided to get a professional designation as another tool to assist our seniors with as most of them are on a very fixed income.
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.
I am a Real Estate Broker and I own the Burlington Branch of Davenport Realty. We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, and I am about to publish my first book 'Selling your Inherited Home'.
My agents and I love working with Buyers and Sellers in our community, guiding them through the Real Estate process.
My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within an estate. We coordinate and supervise everything from the ongoing maintenance and security of property and possessions, to detailed inventories, appraisals, and when directed, the emptying and dispersement of contents as well as any other tasks needed for the preparation of the property for sale. Trustees and executors can have confidence that the estate is in excellent hands with the highest standard of thoroughness, reliability, and efficiency.
As True North's president, I am committed to bringing real value to everything I do. I am motivated by my desire to honour the lives of testators and their legacies, while providing support to those who remain. My studies and understanding of grief and bereavement are an integral part of the support I provide as an extension of the services that trustees require in the course of their estate work and dealing with beneficiaries and families. In creating the business, I remain steadfast in my commitment to dealing with all parties involved in a meaningful way. I believe that how we deal with the life and death of a person should reflect that it is both a privilege and an opportunity to understand and connect with what it means to be human. This belief is driven by my intuitive empathy and an ongoing dedication to excellence and respect for those who are navigating the most challenging of circumstances.
Dana Mitchell is the Principal of Basis Wealth Inc.
and in her 16th year in the wealth planning industry.
Basis Wealth Inc., located in Toronto Canada, creates
comprehensive financial plans for their clients that include insurance as well
as wealth accumulation planning. In addition to her Bachelor of Commerce, Dana
is a Certified Financial Planner and Chartered Life Underwriter. She is a proud
member of The Conference for Advanced Life Underwriting (CALU) and The Million Dollar Round Table.
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 has a strong background in working with other estate planning professionals to find the best possible result for their clients. Peter is an organized and efficient client focused advisor who can help simplify the complicated. Peter has been appointed as the Regional Director for Atlantic Canada for the Certified Executor Advisor Network and is currently working on starting a Chapter(s)for CEAN so please contact Peter if you are interested at email@example.com or 902-449-4055.