I started in the insurance industry in 1982 with Standard Life. I enjoyed dealing with small and medium sized business owners enjoying the tax and legal issues that I could become a coach with them on. I learned as I grew that I needed more knowledge to deal with the financial issues so I took and passed my MFDA licence and also wrote and gained my CLU. I advanced my knowledge along the way by including my EPC and in 2012 went on to acquire my IIROC license to deal with securities directly as well as mutual funds and ETF's. I have over the years been an executor and know first hand how much work it is and feel there is great need to help clients deal with all the professions that are necessary in our complicated work of today. I find I still have that passion to be the "coach" and make a difference to my clients lives.
I have 8 years in business as an advisor. I run a successful multi advisor corporation with 6 advisors and 3 assistants. I am also a Certified Divorce Financial Analyst.
Mutual Funds sales and service
Insurance Products sales and service
Banking services referral
Estate planning advice
Group insurance and pension advice and service
Cash flow planning
Been in the life insurance/mutual fund business for 35 years approx and spent 7 years working in banking.
I have my CLU designation
I graduated from École Technique et Professional (University St. Boniface) in 2002; I joined Talbot & Associates shortly after that.
In 2012, I obtained a bachelor of commerce degree from Laurentian University, and a Certified General Accountant (now Chartered Professional Accountant) designation later that year.
After obtaining my CGA designation, I became one of T&A’s partners, then also, St. Boniface Office Manager.
I provide accounting and tax services, as well as consulting services to personal and corporate clients. I also manage our Trusts and Estates tax department.
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 senior management positions with national wealth and insurance companies, where he developed innovative business strategies and provided training, marketing materials and case consultation to financial advisors across the country.
A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Life Underwriter, Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor. He is licensed to conduct business in every province and territory in Canada.
In addition to CICEA, he is a member of Advocis (the Financial Advisors Association of Canada), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU) and the Society of Trust and Estate Practitioners (STEP).
Mark has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.
Certified Financial Planner with Harvey Financial Solutions Inc. Also an Elder Planning Counsellor and Certified Life Underwriter.
Gordon Paul is a CPA, CMA, CEA, B.Comm(HA) and a B.A. Gordon is a senior
executive, with over 35 years of business experience in the for-profit public and
private sectors. Gordon retired from his position as VP Finance and CFO of a Corporation which owned more than 35 legal entities. He has had diversified industry
experience including oil and gas, regulated utilities, property development,
manufacturing, distribution, retail and consulting services. He has a proven track
record in providing focused and value added customer service and in
building business partnerships. Effective interpersonal, negotiation,
organizational, and strategic planning skills executed through a detail oriented hands-on approach.
I am an accredited appraiser with Appraisal Institute of Canada (AACI) and have worked as a tax assessor and property appraiser in rural Manitoba for over 30 years. I specialize in agricultural appraisals.