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.
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.
A real estate professional for more than 12 years, Ravi Simak is Broker/Owner at Century21 Legacy Ltd. He is known for integrity and sincerity in all his dealings.He is dedicated, knowledgeable, and committed to finding the perfect fit, whether apartment, home or business, for his clientele. His devotion and unparalleled customer service has resulted in a continuously expanding network of loyal clients and referrals. Passionate to his craft, Ravi continuously seeks to stay ahead of the game when it comes to market education and trends.Ravi has repeatedly been named as Centurion Award Winner for last 6 years in row.Ravi understands that buying and selling real estate can be stressful. As a full time Realtor, he works hard to lower your stress level and make your experience as pleasurable as possible. He will accomplish this through constant communication, and by being accessible whenever you need him.‘It would be a pleasure and an honor to work for you.'”
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.
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario. Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and C.Dir (Chartered Director). Previously, Shirley worked within the estates and trust practice of a major Toronto law firm and continues to specialize in the preparation of estate accounts, including estate administration, planning and tax filing compliance, with her network of business partners. She is involved as a board member for a number of non-profit organizations and is a member of EPCOH (Estate Planners Council of Halton)
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.
I am the Director of Business Development for Wealth Stewards. One of our companies is Estate Stewards. I am constantly asked questions on estate work, estate planning, etc. I want to answer these questions myself rather that referring to our advisers. Secondly, I am interested in the area. I want to assist our clients in this area.
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
A seasoned financial services veteran with over 35 years of professional advisory, practice, and agency management experience, Brent has specialized in advanced estate and tax planning techniques, family and business succession, sponsored and association benefit plan design and administration, as well as pension and other retirement income and asset protection strategies.
Brent has held executive leadership roles, as well as senior regional field management positions representing national public insurance corporations, investment banking institutions, as well as privately held financial advisory services corporations.
In addition to his professional designations, he is a member of Advocis, the Financial Advisors Association of Canada since 1984, CALU, The Conference for Advanced Life Underwriting and The Institute for Advanced Financial Education, The Financial Planners Standards Council, and The Million Dollar Round Table.
Brent is currently serving as Chair, Professional Development, he was also the Past President of the Board of Directors for the Advocis Peel/Halton Chapter in 2009-2010. Additionally, he is serving as a Trustee for the Institute of Advanced Financial Education and sits on the National Advocis Finance committee. Finally, he recently completed his second 2 year mandate as President of the Estate Planning Council of Mississauga where he has been a member since 2008.
Brent is actively involved with the establishment of the CEAN (Certified Executor Advisor Network) a not for profit association focused on the collaboration of like minded CEA's for the betterment and literacy of testators and their designated executors.
In his spare time, Brent is active with select charities including the Community Foundation of Mississauga and enjoys traveling, golf, boating, flying and the occasional poker game.