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I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has… Read more »
Area serviced: Oakville, ON
9053308583
  PROFESSIONAL ASSOCIATIONS Ontario Bar Association, Trusts & Estates Section Chair 2015-16, member at large of Elder Law and Alternative Dispute Resolutions Sections, member at large OBA governing council; Canadian Bar Association Ontario Association… Read more »
Area serviced: Toronto, ON
4169272265
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… Read more »
Area serviced: Waterloo, ON
5198809883
Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill… Read more »
Area serviced: Saskatoon, SK
3069564956
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… Read more »
Area serviced: Kingston, ON; Belleville, ON; Peterborough, ON; Brockville, ON
613-544-4114
I have been in the financial planning industry for 23 years. During the last 14 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… Read more »
Area serviced: Halifax, NS
902-449-4055
As a Certified Financial Planner and Elder Planning Counselor, Shawn has been helping Canadians achieve their financial goals for over 25 years. Shawn is a graduate of the School of Business at Queens University and has also taught a variety of financial… Read more »
Area serviced: Kingston, ON
613-389-9950
Velma Noble brings a warm, compassionate, and hopeful therapeutic stance to her private counselling practice established in 2004. She employs a holistic approach (mind, body, and soul) that is equally balanced with a practical, strength-based approach.… Read more »
Area serviced: Calgary, AB

Edward C. Northwood is the resident U.S. attorney in the Toronto Office of the Firm and heads the private client group. He concentrates his practice in U.S. domestic and international tax matters involving estate planning, family business planning, charitable… Read more »
Area serviced: Toronto, ON

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… Read more »
Area serviced: Howe Island, ON
4163994078