I've been a financial advisor for the past 40 years. My focus is creating financial plans for my clients. My areas of specialty include retirement planning, investments and estate planning. My credentials include CFP, CLU, CHFC, RRC, CEA and MTS.
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.
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.
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 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'.
Our firm name is Team Approach Planning, we feel that taking a collaborative approach to planning for and solving for potential problems best serves you and your family today and tomorrow. In today's world there is a lot of information available. The challenge of so much information is overload, anxiety and procrastination. Getting started is often the biggest challenge. At Team Approach Planning, we find the right solutions connecting the right people with correct professional advice. My name is Brian McMillan, CLU, CFP, Ch.F.C., EPC, DFP and I am the principal and owner of Team Approach Planning. I have been in the financial services business since 1991. We have developed a network of professionals assisting our clients and referrals find the right solutions to their problems. As our client base ages there is an increasing need to help them deal with new issues, such as their health, family dynamics and estate planning. Our Team Approach has served our clients well. We work almost exclusively by referral. This speaks to the value client's find in using our collaborative approach. We look forward to serving others and providing the best possible and current advice. We are committed to taking the stress out of the lives of our clients and potential clients. We work on a fee based service as well as commission. The cost is always established upfront so there are no surprises or hidden fees. I have acted as an estate trustee personally and have assisted many clients to get proper professional advice. So I am familiar with the process. Becoming a CEA will give me additional confidence in this role going forward. Being committed to life long learning has proven to serve our clients, their families and community at a time when needed most.
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.
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.