We provide Estate services to help families/Executors deal with the Estate process from beginning to end.
Mulit-generational family wealth planning available to ensure wealth is preserved efficiently as possible with a minimization of income taxes. This may include trusts, holding companie as well as personal assets.
Kelly Taylor CFP BComm is the co-founder of The Tower Group's proprietary Wealth Creation System, which is a process to implement the philosophical approach on how financial affairs should be applied to your life. Don't follow the crowd. Follow a philosophy and follow a plan. Kelly leverages his unique strengths along with his academic knowledge and work experience to contribute to the team effort inside this system. He is passionate about financial literacy related to decision making and discussing how to use your available resources to get what you want out of life. Kelly knows that you don't have to compromise if you're willing to sacrifice, which is about trading up, not trading off.
The Tower Group's wealth creation process teaches you the balance among all facets of life. The objective is to maximize the enjoyment and benefit you receive from your money using it as a tool to get what you want out of life. We teach you how to grow it, direct it, how to save it, share it with those that mean most, and eventually be a steward, passing it forward to those people and causes most important to you.
I have been employed by the Cornerstone Credit Union for almost 25 years. Prior to my employment with Cornerstone Credit Union, I was a legal secretary and then a Village Administrator.
A driven professional with several years’ experience in
diversified industries. I am very personable and an excellent communicator
with a
common-sense approach. I am logical and driven to complete all necessary
requirements.
In the time of uncertainty and
loss I am available to assist you through the logistics of the estate providing
you time to grieve and adjust to the new reality. Assisting to reduce the
family stress that often arises with administering an estate.
I have been helping Canadians entrepre with risk management and tax saving strategies since 1990. I attained my CLU designation in 2008 and specialize in helping business owners with planning in insurance/investments.
Born and raised on a dairy farm, I completed my BSc (Engineering) and flew to Africa for '3 months'. Instead of just 3 months I got sidetracked for 30 years, returning to Canada in 2019 to continue my already diverse financial career.
Post graduate qualifications in engineering combine with studies in economics, law, philosophy, and photography to round me out as an individual and give me a unique perspective on life.
Being able to service every client need from investing (my passion) to retirement planning and estate planning, you might say I am infatuated with the holistic process and how it helps my clients. I love to watch their stress melt away as they connect the dots between each important function.
Those are "light bulb moments" that I love being part of.
When appropriate, I take on the role of 'teacher' to explain concepts in simple language to those who may want or need it. My 'job' isn't a job, its my hobby. I love it and live it. I couldn't ask for me.
Call me, that's all it takes. It will be worth it.
Canadian Smart Estate provides advice, assessments and administration for individuals and companies. The areas of focus are investments, insurance, real estate, business and estate.
We have over 20 years of Canadian experience as a certified financial advisor, real estate advisor ,financial service compliance administrator and estate advisor.
Insurance Broker
Being an executor: An honour or a burden?
Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.
Making your life easy just call Kathy who has a big support team behind.
I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity.
Please explore my website at www.arbutusfinancial.com to learn more.
I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've learned along the way that some of the clients trust Mr. Sauve so much and that they encourage their families and friends to approach him because he will help them all the way. And they listen very well to how he explains every detail.
We never chose who to serve and we do our best to offer what really every client needed and wants. We offer services such as Life insurance, Disability Insurance, Critical Insurance, and Investments and since Mr. Sauve is a member of the CICEA, he also services clients needed advice and direction about the importance of having a Will. And lastly, he reminds clients to do it now not later.