We work with Accomplished Entrepenuer's & their families. Our value proposition is Integrated Wealth Planning. We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity. We provide clarity as they understand their 'number'.
I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.
proactive planning to immediate need situations, we offer experience,
guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate
settlement, Executor advisory, financial planning, taxes, valuations and real
estate needs all supported by our network of trusted professionals.
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
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 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.