We offer support to families and aging members through advice and connections to needed services. Independence and safety are key considerations. This includes companionship, recommended contractors, trades and other professionals. Legal, accounting and real estate services are important aspects of our work.
I have been in the financial planning industry for 23 years. During the last 13 years I have specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. I have a strong background in working with other estate planning professionals to find the best possible result for their clients. I am an organized and efficient client focused advisor who can help simplify the complicated.
Mark is president of the Canadian Institute of Certified Executor Advisors (and also of Strategic Edge Chartered Financial Consulting Inc, which provides integrated tax strategies for Canadians through their professional advisors). His career includes senior management positions with national wealth and insurance companies, where he developed innovative business strategies and provided training, marketing materials and case consultation to financial advisors across the country.
A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Life Underwriter, Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor. He is licensed to conduct business in every province and territory in Canada.
In addition to CICEA, he is a member of Advocis (the Financial Advisors Association of Canada), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU) and the Society of Trust and Estate Practitioners (STEP).
Mark has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.
I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships while utilizing a Holistic Planning model which helps people accumulate, grow, and preserve their wealth. As an independent adviser my solutions are unbiased. I use a wide range of products and services that are specifically suitable to my clients situation.
David Pankiewich, CPA, CA, CEA works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided. As an accountant with over 25 years experience assisting clients in a variety of industries and income levels, he seeks to understand the goals and objectives of each client and provides thoughtful advice, in a team approach. David has completed both the Canadian Institute of Chartered Professional Accountants Indepth Tax Program and the Advanced Tax Program for Owner Manager Businesses and is knowledgeable in the planning areas of wills, trusts, estates, business succession, and insurance. He is a member of both the Canadian and Ontario Institutes of Chartered Professional Accountants and a member of the Canadian Tax Foundation. He also volunteers as an Area Leader for the Chartered Professional Accountants of Canada Community Connect Program, to coordinate and provide the "Financial Decisions Matter" series of seminars to improve financial literacy in the community.
Gordon Paul is a CPA, CMA, CEA, B.Comm(HA) and a B.A. Gordon is a senior
executive, with over 35 years of business experience in the for-profit public and
private sectors. Gordon retired from his position as VP Finance and CFO of a Corporation which owned more than 35 legal entities. He has had diversified industry
experience including oil and gas, regulated utilities, property development,
manufacturing, distribution, retail and consulting services. He has a proven track
record in providing focused and value added customer service and in
building business partnerships. Effective interpersonal, negotiation,
organizational, and strategic planning skills executed through a detail oriented hands-on approach.
Eternal Care Cremation is dedicated to providing families an affordable, simple and respectful alternative to existing funeral services.
As a licensed Class 1 Funeral Director, Eternal Care's founder, Madelyn Piehl, was inspired to provide a service that put ceremony and celebration back into the hands of the family, while providing more support for the executor.
Eternal Care Cremation is unique in that it offers two types of cremation, bio-cremation (water-based) and traditional cremation (fire-based). Families can also make use of our custom made urn ark for ceremonial purposes.
We proudly serve the families of Lanark, Leeds, and Grenville counties in Southeastern Ontario and look forward to continuing that local relationship in the years to come!