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Pius is a lawyer with more than a decade of experience in multiple jurisdictions. In the course of his career he has assisted clients on a wide range of legal matters but he specializes
in estate planning and estate administration. When he is not at work he enjoys walking, cycling, hiking and swimming.

A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers.  That responsibility extends to the beneficiaries of their life long work.  For both them and their families, having someone at their right hand with a personal, comprehensive and confidential connection to all of their financial affairs, can be the best gift of all.  What needs to be done, by whom, and when.  And the best time to arrange all of that, is now.

I have worked as a Financial Security Advisor since 1997 and owner of Money Advisors since 2005.  I have my EPC and CFP designations and recently completed my CEA. I am passionate about serving my clients and helping them along their financial journey through life so they can fulfill their true potential.

Getting Your Affairs In Order is a funeral pre-planning service, created to help people and their families prepare for end-of-life and ensure their final wishes are carried out. Services include will preparation, funeral arrangements, repatriation travel insurance, and final document service/executer assistance.

Rosie Owens, CFP, TEP, CEA

Director, Financial Services 

Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered products, estate and taxation. 

Sunrise Estate Services in Alberta is here to help lessen the stress that comes with personal loss. Let us handle the estate, while you focus on your family.

Sunrise Estate Services was launched In 2015 when Becky and Clare noticed that there was a void in our community that they could fill—compassionate estate services that take the time and care needed to preserve the value of your estate properly.

Estate clearance doesn’t have to be stressful or expensive. Whether it’s a sentimental keepsake or an entire estate for sale through online auctions, we strive to provide high-quality care for peace of mind and a brighter tomorrow. 

We are your family-first estate sale services. You focus on your family—we’ll do the rest.

From being a Community Peace Officer to a licensed auctioneer, Becky brings her decades of experience in engaging the public with compassion to your unique situation. Having dealt with the personal loss of her mother and other family members, Becky is motivated to provide assistance and assurance to those who have suffered a loss. To her, the business represents a chance for families everywhere to focus on their healing by sharing the burden of estate management.

Private wealth management, estate and financial planning.

Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services: 

• US Canada Cross Border Tax Returns 
• Non-Resident Tax Returns
• Services for Professionals such as Lawyers, Realtors, Dentists, Doctors/ Physicians, Pharmacists, Optometrists and Veterinarians
• Corporate Tax Returns & Compiled Financial Information - CFI ("Financial Statements") 
• Bookkeeping & Personal Tax Returns
  
• Trust & Estate Planning 

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.

We are a professional financial advisory firm specializing in retirement and estate planning.

We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.

As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.

We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.