Mimi has been helping clients in the Life Insurance and Investment Industry for 35 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.
A POA, Care Giver and Executor nine times in my personal life, and over 20 in my profession, I have walked in those shoes. Over 60 years of living, working and playing in Toronto and the surrounding area, I bring decades of experiences as a real estate broker, ownership (in whole or part) in several real estate companies- Keller Williams- as well as years of dealing with seniors, their families and estates in these capacities.
A Master-ASA (Accredited Senior Agent) as well as a coach and trainer, in business and sports, I think like an entrepreneur, plan like a professional and act like a friend. My unique ability is compassion in identifying the key problem areas and offering several stress-free, fun solutions.
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.
We want to make a positive difference in our clients' lives and we strive to do just that every day. With over 27 years experience as a financial advisor, I have seen the outcomes of good and bad advice and how they affect lives.
As a Certified Financial Planner, we take care of our clients' investment, tax, retirement, insurance and legacy needs. We also know that there is a lot more to people than just money and we act as their coach during life's transitions, which can be sad, happy or just difficult.
Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA) and also member of Advocis. I am operating under the corporate name of Solutions financières Sauvé Financial Solutions Inc, has over 19 years’ experience in the Financial Planning industry. Gino obtained his Certified Financial Planning designation in 2003 which allowed him to provide more in-depth planning to his clients. In recent years, Gino’s focus has been on assisting farmers and small business owners with their corporate and personal planning needs, ensuring that their goals are met in the most tax effective manner.
Gino is in Ottawa and Calabogie. I thrive to increase my knowledge and help my clients make sure there final wishes are respected after leaving this earth. I am equally comfortable in conversing in French or English.
I am a Wills, Estates and Trusts lawyer in Vancouver. I work with individuals to implement effective plans for transition of wealth, business succession, incapacity, disability and other related needs.
I also work with Executors and Trustees to assist them in carrying out their duties and responsibilities in these roles. In particular, I assist with probate applications, identifying assets, ambiguous Wills, accounts, distributions, and other complex legal issues that can arise in the course of the administration process.
Zoe is a member of Pallett Valo LLP's Wills, Estates & Trusts Practice Group.
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.
I am a litigation law clerk to a sole practitioner in Toronto. We handle a variety of litigation matters: estate, corporate, construction, real estate, civil etc. Personally, I enjoy the estate litigation matters the most and am very interested in the future of estate planning for the baby boomer generation. As a two person office with the controls of a partnership/firm, we are able to choose the cases that we believe in and help the people that we want to support through their difficult time in life. Client care is of great importance to us, especially with estate cases.
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.
We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years of experience in proving excellent service to our clients.
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals and families face the future with anticipation rather than apprehension. John takes a holistic perspectives of a client's financial life, and not solely the investment portfolio. This ensures that key issues are identified, prioritized and plans are put into action, providing the foundation that helps clients achieve their goals.