Barak has been with Investors Group as a client since 2000, and became a consultant in 2006. Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance Specialist), CPCA (Certified Professional Consultant on the Aging), and RRC (Registered Retirement Consultant) . As a Senior Finanical Consultant with Investors Group, Barak is able to provide the following services: Cash Management, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Barak has extensive knowledge in Real Estate Investing as well since he has invested extensively in Real Estate since he almost 20 years of Real Estate investing experience. Feel free to call Barak for any of your Financial manners.
I am running a MGA distribution in Insurance industry. We have over 300 Financial Advisors and we are licensed in Ontario, Alberta and Manitoba. We are specializing in BeforeCare and AfterCare of the Estate Planning. Please visit our website www.CanadianEstatePlanning.com
A Sun Life Financial advisor working with baby boomers on pre-retirement and post-retirement plans. Many of this group are executors for their parents and in need of advice. In addition I sell life insurance, health insurance, travel insurance, mutual funds and seg funds.
I am a lawyer practicing in the area of estate planning and administration. I also have an MBA, and did an area of concentration in tax at law school, so, although I wouldn't provide an opinion on tax issues, I at least speak the same language as the accountants!
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.
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.
Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA). Also Dementia Friendly Advisor DFA. For the Investment side,
For over fifty years, my family has been working with individuals and corporations throughout Canada, with a focus on Ontario, assisting them with their financial planning.
We have one simple goal in mind when we work with a company or an individual - to determine if there are any areas we can be of assistance and then to provide the proper solution to address the issue(s).
Specialties: For the last thirty years we have worked in many areas of the financial world and as a result have a breadth of knowledge and a depth in many areas of the financial world. So send us a note and we can see if we can help and if not, we likely can refer you to someone who can.
I'm part of a team of financial planners who focus on ethical financial planning and responsible investment. We serve clients across Alberta and BC and can provide an entirely virtual client experience.
No-obligation appointments available here.
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.
Randy is a life experienced insurance advisor and broker. He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions. My area of expertise is helping policyowners and their beneficiaries solve financial problems and estate planning issues created at death, disability, incapacity and retirement.
Stuart W. Statton, CFA, CIM , FCSI has over 21-years of wealth management experience. Currently, I am an Associate Portfolio Manager that offers discretionary portfolio management, tax planning, financial planning, insurance and estate planning strategies. My clients are high-net worth families that require professional wealth management expertise.