At 24, I became the executor for my mother’s estate, a role
that deeply shaped my career and understanding of estate administration. This
experience occurred forty years ago and imbued me with a profound empathy for
executors facing similar challenges.
Leveraging my background in business and the credit union
system, I offer expert advice and empathetic guidance to those navigating the
complexities of executorship. I understand the emotional and logistical hurdles
firsthand—from making critical decisions about autopsies to navigating family
disputes and managing significant financial obligations.
23 years in the financial planning business. I help my clients take what is important to them and make it a reality. I specialize in Retirement Planning, Wealth Management and Group Pensions and Group RRSPs. I am a CFP, CLU and a Qualifying and Lifetime Member of The Million Dollar Round Table.
I am a Financial Advisor who specializes in Retirement Income Planning, Tax and Estate Planning in the Hamilton area.
Camby has over 20 years of experience working with individual investors to achieve their unique, long-term goals as a financial advisor with London Life (Canada life). He is trustworthy, knowledgeable and experienced, and a MDRT Member of 23 years.
I am a Financial Planner of Sun Life Financial. My goal is to help my client to reach their financial goals. My service includes:
Financial Management
Retirement Plan
Estate Plan
I have been a financial advisor with Edward Jones for more than 14 years serving clients in BC, AB, ON and QC. I partner with my client support team members Judy Zhu and Wendy Mo to serve all your financial needs. I'd like to spend time in understanding your financial needs, goals, priorities and life purpose. And then partner together with you to provide you the financial strategy that is perfectly tailored to you.
I am a Certified Financial Planner® and Certified Executor Advisor® professional and I also hold a license as a Canadian Life and Disability Insurance Agent. I am honoured to serve as a Regional Leader and General Partner for Edward Jones where I have the opportunity to coach and mentor our up and coming advisors.
When I am not in the office I love to spend time with my family. I like travel and enjoy different kinds of sports including running, golf, badminton, biking, and skiing. I am a marathon runner and completed more than 10 marathon races.
I am bilingual, fluent in both English and Mandarin Chinese.
Certified Financial Planner
I work for TD Private Wealth Management as a Wealth Advisor. I work with clients to help them find solutions to: build their net worth, implement efficient tax strategies, protect what matters & leave a legacy.
I do this because my granfauther was killed I a farm accident and the handling of the estate was almost as tragic as losing him. I got my CEA designation to make sure the estate problems don't happen to other family's.
We are here to support Executors in completing their duties effectively and efficiently.
Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.
Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families and business owners. His goal is to ensure that your insurance and estate plans will help to protect you, your family and business despite any of life’s unforeseen obstacles.
Samuel graduated from University of Western Ontario in 2011 and in 2012, graduated from the Financial Services Practitioner Graduate Program at Seneca College. Samuel is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU). Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).