been providing reliable financial advice to business owners and their families
for 22 years. At The Renna Financial Team, the slogan "Your dream, our
commitment" lies at the centre of our exceptional service and consultations.
Her clients are given comprehensive, personalized plans that helps save for
their dreams, enjoy their lives, and guide them towards their financial goals.
KRP is the largest independent accounting firm in Alberta. We offer a full range of accounting services but my role specifically is to manage the estates and trusts for our firm. As a certified Trust and Estate Practitioner, I can help the executor to wade through the onerous tax filings and CRA requirements for Canadian and foreign residents, including corporate and personal estate planning, tax effective corporate windups and personal tax requirements.
Gabrielle attended law school at the University of Surrey in the United Kingdom. Upon her return to Canada, she completed the Internationally Trained Lawyer Pathway program at the University of Alberta and received her National Committee on Accreditation qualifications through the Federation of Law Societies. During her time in Law School Gabrielle volunteered with various student organizations, including, L’Association des jurists d’expression francaise de L’Alberta.
After becoming a member of the Law Society of Ontario, Gabrielle completed The Osgoode Intensive Program in Wills and Estates at York University. She is currently in the process of obtaining her Tax & Estate Practitioner (TEP) designation.
With her long-standing roots in Orleans, Gabrielle is fluently bilingual and is pleased to serve her clients in French and English.
Vision Credit Union is a full service financial credit union. We strive to provide the best service possible to our members. I have been working in the financial industry for over 35 years. I have worked in all aspects of the financial services areas. At this time I am the Manager of Risk. Being a part of Vision Credit Union helps me to bring stability and peace of mind to our members.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As your Wealth Advisor I take the lead on assembling a team of TD Specialists to assist. From investment, Tax and Estate planning, to business succession plan or sale, we help you preserve and protect the personal and business wealth you've worked so hard to build.
Please call me to have a conversation about your needs and how myself and our Team can help.
Alison Robinson is a Financial Consultant with
IPC Investment Corporation, located in Langley,
BC. Since 2002, Alison has been providing services
throughout the Lower Mainland, giving advice
related to financial and retirement planning. She
has taken the following industry-related courses,
Canadian Investments Funds; the Branch Managers
Course; and Life, Accident and Sickness Insurance.
Alison is a proud recipient of the 2018 Best Client Experience Award.
Her clients often tell her she has the ability to create an “aha” moment, explaining
complex financial matters in a manner that is simple to understand.
Her empathy and attention to detail are other reasons she is appreciated by
Alison recognizes that everyone’s dreams and specific needs are unique.
Peace of mind comes to Alison’s clients by knowing their own financial future
and a financial plan is an essential road map to help them achieve their
financial goals. Monitoring the plan each year is key to ensuring it is on track.
She is supported by a team of administration staff and industry specialists
who provide excellent customer service.
As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing, preserving and transferring your wealth plays in helping you enjoy the life you want to lead. We want to help you optimize the transfer of your wealth.