Rosaline has over 25 years experience in financial services relating to insurance and investments. She teaches financial literacy through continuing education and volunteer programs for all ages. Her focus is to communicate topics relating to wealth accumulation and risk management in clear and simple language for all ages.
Barak has been with Investors Group as a client since 2000, and became a consultant in 2006. Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance Specialist), CPCA (Certified Professional Consultant on the Aging), and RRC (Registered Retirement Consultant) . As a Senior Finanical Consultant with Investors Group, Barak is able to provide the following services: Cash Management, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Barak has extensive knowledge in Real Estate Investing as well since he has invested extensively in Real Estate since he almost 20 years of Real Estate investing experience. Feel free to call Barak for any of your Financial manners.
I am very privileged to introduce myself to you. My name is
Luxmihaasan Rasappah, and people like to call me “Lucky”. I have more than 20
years of experience in the financial industry. I
have a Bachelor of Arts degree in Law from Carleton University since 2000. I
hold the five designations in the financial industry. These designations are
Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS),
Certified Executor Advisor (CEA), Certified Divorce Financial Analyst (CDFA)
and Chartered Financial Divorce Specialist (CFDS). I do have tax education from
HR Block and Softron. Also, I did achieve Collaborative family law training. I
possess skills such as training to help my advisors grow; leadership;
communications as well as public speaking. Additionally, I am in the process of
updating my education and obtaining the Certified Financial Planner
designation. My areas of expertise are Risk Management, Retirement planning, Tax
planning, Estate planning, Trust and Succession planning. I
have expanded my business around Canada, and I am licensed to offer my services
in Alberta, British Columbia, Manitoba, Ontario, and Saskatchewan.
I am the Founder, President, and CEO of Kabis &
Associates Inc. and Kabis Accounting & Financial Service Inc. I am managing
more than three hundred Insurance and Investment advisors in Kabis &
Associates Inc. Kabis & Associates Inc. is a one of the leading Managing
General Agencies in Canada and is licensed in the five major provinces. Kabis
& Associates Inc. provides a one stop solution for financial services and
fulfils the needs of clients to obtain financial freedom since 2006. Kabis
& Associates Inc. received a couple of top awards from Insurance companies
for Insurance premium volumes and Investment volumes. Kabis Accounting &
Financial Service Inc. is one of the leading tax return filing companies and it
was established in October 2010. Kabis Accounting & Financial Service Inc.
helps with filing Individual tax returns, corporate tax returns, Trust tax
returns and final/deceased tax returns.
I do have a lot of experience in Trust & Estate planning
since December 2006. I look after Beforecare and Aftercare needs for Estate and
Trust planning. My current responsibilities are minimizing taxes at death,
maximizing the inheritance value, ensures that the person’s last wishes were
met, minimizing legal expenses, simplifying settlement of the estate,
determining your estate distribution, formulating strategies for distribution,
creating a multi-Trusts for different reasons, estate Freeze, minimizing estate
taxation, protecting estate value, formulizing estate documentation, lifestyle
goals, and Monitor & Review.
Mimi has been helping clients in the Life Insurance and Investment Industry for 39 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every one of their life stages, and assisting clients with their Estate Planning.
As a Certified Executor Advisor Mimi helps her clients and their Executors with the process, before and after death, with the goal of a smoother process when death occurs.
At a time when death occurs it is better to have an advisor by your side.
I have been named Executor for estates totalling over $15M. I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca to assist people named as Executor with the entire process of the estate administration. I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years. I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor. Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.
Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA). Also Dementia Friendly Advisor DFA. For the Investment side,
For over fifty years, my family has been working with individuals and corporations throughout Canada, with a focus on Ontario, assisting them with their financial planning.
We have one simple goal in mind when we work with a company or an individual - to determine if there are any areas we can be of assistance and then to provide the proper solution to address the issue(s).
Specialties: For the last thirty years we have worked in many areas of the financial world and as a result have a breadth of knowledge and a depth in many areas of the financial world. So send us a note and we can see if we can help and if not, we likely can refer you to someone who can.
I'm part of a team of financial planners who make the world a better place through responsible investing and philanthropic planning. We serve clients across Alberta, BC, and Ontario.
No-obligation appointments are available here.
Zoe Smith is an estate planning and administration lawyer at Nakano Smith Law Group in Oakville.
Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts, inter vivos trusts; assisting clients on a broad range of estate planning matters; obtaining Certificate of Appointment of Estate Trustee With or Without a Will; advising Attorneys, Trustees and Executors with respect to their duties and responsibilities as fiduciaries and giving guidance on various aspects of trust or estate administration.
Zoe received her LL.B. and her LL.M. from Chuo University in Tokyo. She then obtained her LL.M. and her J.D. from the University of Toronto Law School. Zoe was called to the bar in Ontario in 2010.
Randy is a life experienced insurance advisor and broker. He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions. My area of expertise is helping policyowners and their beneficiaries solve financial problems and estate planning issues created at death, disability, incapacity and retirement.