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A Certified Executor Advisor CEA, Certified Relocation and Transition Specialist (CRTS) and a Member of the National Association of Senior Move Managers. NASMM. 

Transitioning seniors, assisting with the entire process of   getting their home ready for sale, downsize, declutter, plan, pack, move, unpack and complete set up.  Turnkey moving for our clients from the family home right to the new condo or Retirement Community the same day.  We Take care of all the details from beginning to end  We return to the family home to manage remaining assets and ensure it’s ready for closing.

Full estate clean-outs which includes providing an inventory of the home, follow Executor’s instructions with regard to selling, donating, packing up items for family and ensure the home is emptied in a dignified and organized manner.  Ensure all documentation and personal items are organized, packed and available for the Executor.  Assist Executor with forms, procedures and whatever else can be completed to close the estate in a timely manner..

Offering Executor Services for those without family close by, or no family or wishing a 3rd party to handle their estate. 

Sarah grew up in Durham and lived in the Whitby area between 2001 and 2022, when Sarah relocated to Clarington. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law with offices in Whitby and Newcastle. 

Sarah’s practice is restricted to advising and representing
clients with respect to all matters relating to estate administration, estate
litigation, trust administration, passing of accounts applications, guardianship,
preparation of Wills & Powers of Attorney, estate planning and ‘probate’. 

I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario, Manitoba, and Alberta. I specialize in working with business owners in technology, agriculture, construction, demolition, and the skilled trades. The 1000+ existing clients in these industries have formed the cornerstone of our client base for over 30 years. Our familiarity with the issues and opportunities in these industries help us give tailored advice.

I've been quoted in The Globe And Mail, on Advisor.ca, and featured in Investment Executive for our strategies to attract and maintain relationships with millennials and young entrepreneurs.

» brandon.silbermann@manulifesecurities.ca  

» (519) 747- 7727 ext. 202

I run an Edward Jones branch on the West end of Brampton, servicing professionals and families with investments and their financial plans.  The value of face to face interactions has never been so paramount in this industry, so my office doors are always open and I welcome an introduction.   

As a seasoned Insurance Broker and Financial Advisor, I bring a wealth of expertise to my clients across ON. With a mission to provide holistic financial solutions, I offer a diverse portfolio of services, including Estate Planning, Life, Health, Disability, Critical Illness, Auto, Home, and Commercial/Business Insurance. I founded Insurance Bazaar in 2019, a client-centric agency committed to delivering personalized insurance solutions tailored to individual needs.

I am not only a practitioner but also an avid learner, holding prestigious financial designations like CLU, CHS and MFA-P. My dedication to continuous learning ensures I stay current and ahead of industry trends and regulatory changes, allowing me to provide top-tier advice.

In his tax practice, Ashvin advises executors and trustees on their rights and obligations in complex estates. He takes a common sense approach to tax and succession planning matters that aims to distill the complexity of tax and estate legislation into practical business advice. He has appeared before provincial superior courts and the Tax Court of Canada.

As a Managing Partner of Access Credit Union, I manage all Member Facing employees.  We take pride in assisting our members with all their banking needs and also act as advisors.  Our DSR's and SMS's deal with many estate situations.  As Manager, I assist with estates and speak with many families going through this difficult time in their lives.  I provide guidance to all employees, so they are able to better handle the estate.

We are proud at Access Credit Union for the service we provide to our members.  We are unique in that we serve many small communities, getting to know people on a personal level vs. large communities where you may not know everyone.  People like to know that they can come to us, and we remember their name and their family member's names!  They have a direct number where they can contact us, and we respond quickly.