With over 16 years of industry experience - Broker Development specialist, National specialist and marketing specialist. Wholesaled to financial advisors to working inside sales. Experienced financial professional in risk management. Past Certified Senior Advisor.
been providing reliable financial advice to business owners and their families
for 22 years. At The Renna Financial Team, the slogan "Your dream, our
commitment" lies at the centre of our exceptional service and consultations.
Her clients are given comprehensive, personalized plans that helps save for
their dreams, enjoy their lives, and guide them towards their financial goals.
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.
Kim is a seasoned advisor with 11 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years. Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients. She believes financial planning goes far beyond the numbers. She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective. In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.
Kim lives in Bolton with her husband and 3 daughters. She is a community advocate and is a proud member of the local chamber and is a past Chair.
Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), Registered Insurance Broker of Ontario (RIBO), is Life Licensed and an Investment Representative.
I'm part of a team of financial planners who focus on generational wealth planning.