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.
Karey Ireland is an award winning realtor who has 25 plus years of real estate selling experience in the Greater Vancouver area. Karey's career in the general re-sale market & new home sales arena has allowed her to achieve over 2,300 transactions in her career thus far. She is passionate about real estate & helping her clients navigate the Vancouver markets. Her career began in nursing & she prides herself on bringing a caring & compassionate sense to the business of selling real estate.
I am currently President of Limestone Web Solutions. We help people make tech make sense. We also design the best and fastest responding websites in the marketplace today. We do mobile app design, SEO Optimization and Social Media management. I am also a licensed life agent and accredited C.E.A. I live in Kingston with my wonderful wife, Jenna and my 3 year old Bichon-Frise named Bentley Leonard. I am an active volunteer with the Kingston Walk to End A.L.S. and Past President of the Ottawa and District Funeral Service Association. I also sit on the board/committee with the Kingston Chapter of Certified Executor Advisors. I love being part of the CEAN. Being a chapter member certainly has its benefits. I 'll wrap my bio with some of my favourite quotes:
"Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind". - Dr. Seuss
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 Rogers Group Financial 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.
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.
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.