Adding value is what we do for our clients. Your life is not a one size fits all and your financial and investment strategies should reflect your unique situation. Our practice is here to help you navigate your specific needs and goals. Once we have identified and prioritized your goals, we'll work together to create a tailored personalized strategy to help you achieve them, and we'll revisit your strategy regularly to help make sure that you stay on track through all life's ups and downs.
Business owners and Executors need a professional who will work collaboratively with their accountants, lawyers and consultants to create a seamless and holistic financial strategy. This collaborative approach enables us to deal with complex situations such as wealth transfers and asset consolidation, as well as trusts and estates.
I completed my Bachelor of Sciences Degree and also have my Certified Exit Planning Advisor (CEPA®) and Certified Executor Advisor designations (CEA®). I am registered with the Investment Industry Regulatory Organization of Canada (IIROC®) and the Alberta Insurance Council (aic®). My experience in financial services, combined with the knowledge and support of my branch office administrator, allows us to to work well with professionals and business owners who are preparing for retirement or may have more complex needs such as estate planning or tax-efficient wealth transfer strategies to loved ones. But we're not alone. Thousands of professionals in our home office support us every day to help ensure you receive the most current and comprehensive investment guidance.
Parr Business Law Corporate and Estate Planning Lawyers work with owner-managed businesses throughout the entire lifecycle of their business.
We assist with incorporation, partnership and shareholders' agreements, all manner of business agreements, buying and selling of businesses, and succession planning. We assist with a broad range of estate planning matters, including wills, corporate wills, representation agreements, power of attorneys and all manner of trusts, including family trusts, joint partner and alter ego trusts.
I have served as an Executive Director and Managing Director of Christian Charities in both the United States of America and Canada. I have been involved with development since 1988. My full-time employment has been in Christian Camp ministries since 1981, where I have served with the Salvation Army, the Southern Mennonite Camps Association in the United States and with Countryside Camp and Conference Centre, the summer home of "Camp Shalom" here in Canada. I volunteered in development with the Gideons International for the state of New Jersey for over six years. As faithful stewards, each of us has been entrusted with assets that when managed properly may have the potential to multiply exponentially, impacting the lives of our loved ones, our friends, our churches, and chosen charities in a positive manner. I am here as a Certified Executor Advisor to serve you and your estate executor in facilitating your legacy.
I am an Estate Firearms Specialist and have assisted clients with inspections, appraisals, transportation, and sales of firearms. I am here to assist at www.executorscoach.ca.
I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique objectives . Once you have set your goals and have your “financial roadmap” in place, I then check in with you regularly to help you keep your plans on track.
Through twenty years in the industry, I have successfully guided my clients through some of the most challenging financial markets in decades, and supported them through crucial life events. My clients benefit from my high standard of care and expertise, through proactive planning and management.
I am the owner of Nickels and Dimes Money Mentoring and author of the upcoming book Profit Ability: Secrets to Success for Construction Trades. I spent 20 years in the electrical industry, have over 15 years of accounting experience, and am an award winning financial planner, providing me with unique expertise to help contractors be their most profitable.
I spend most of my time helping contractors build profitable businesses, however, business succession planning, wealth transfer, and personal estate planning are also a big part of what we work through.
With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.
My name is Paul Peios, I'm a CERTIFIED FINANCIAL PLANNER. I hold the Chartered Investment Manager (CIM®), Designated Financial Services Advisor (DFSA™) designation, Certified Executor (CEA®), and Certified Financial Planner, (CFP®) designations.
Our family is proud to be raising four beautiful daughters in Vaughan, a city just north of Toronto. Food is a passion of ours, we love expressing our culinary skills. I'm an aspiring grill master, enjoy golfing, espresso, winery/museum tours, and family adventures.
Professionally, I believe in taking a holistic approach to financial well-being, this considers family dynamics and the complexities of interdependent financial goals. Focusing on the person and their family is what we call human-centred complete wealth strategies.
I provide a personal approach to:
• Investments, RRSP, RRIF, TFSA, RESP, RDSP
• Trusts & corporate accounts
• Inheritance/succession strategies
• Insurance & protection planning
• Planning for & living in retirement
• Intergenerational, estate, & legacy considerations
• Individual Pension Plans (IPPs) & other business owner considerations
I am a lawyer practicing 20 years in general practice but with a strong focus on wills, estates, and estate administration. My team and I obtain grants of probate and manage all aspects of many estates every year.
The intention behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to deliberate that how essential it is to prepare for the unexpected. I want to assist my clients by listening to their stories and life struggles and give them wholesome advise on the comprehensive spectrum.
Prior to Edward Jones I have been an advisor with Sun Life Financial for 7 years. There is a lot more to offer for clients which enables us to deepen our relationships with our clients with customized solutions.
I can guide you and plan for a well-rounded strategy for the unexpected, transitional planning, estate consideration and strategies to diversify a portfolio and be more tax savvy. My goal is to explain multifaceted topics with assurance so that it is comprehended by you to have an ongoing financial startegy for the future.
I was born in Russia and then moved to Germany at 2 years of age. My family moved to Canada in 2009. I proudly call this picturesque country my home now as I received my Canadian citizenship last year in April. I speak Russian, German and took Latin degree.
When I am not working, I love the outdoors and enjoy nature. I admire watching the sunset, hunting, fishing, hiking and walking. I also like to take care of my health as it is as valuable as your wealth.
I am certainly looking for different ways to be involved in the community in Flin Flon and getting to know everyone in this beautiful town.
One-size-fits-all may be adequate for some investors, but I trust investments should be personalized to your needs and not loosely based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I can offer investment solutions tailored to all your financial goals.