I completed my CPA in USA before moving to Canada and currently work as Finance Manager for a multinational. I'm learning CEA to offer advisory services for estate executors.
My name is Esther Alojipan Alejo, managing director of EA Starlight Consulting Services here in Toronto. I help clients prepare their income tax returns being a registered CRA Efiler. I provide clients with informed decision in obtaining life insurance, living benefits, investment planning and registered education savings plan, being a life insurance agent. I am also a paralegal and can represent clients in Small Claims Court, Landlord and Tenant Board and in provincial offences courts. I am also an Elder Planning Counselor and can assist elderly clients and their families in their retirement planning.
I am a Family Service Advisor and Licenced Funeral Preplanner. Prior to working in the Funeral Industry (started May 2016), I served as a Police Officer (Sergeant) in the Region of Waterloo for 31 years: March 31, 1985 to March 31, 2016.
I have been with Graham A Giddy Funeral Homes Ltd since August 2020. I thoroughly enjoy working here as they are a family owned business and the care given to families is second to none.
Michele founded what is now Journey Law in 2009. She has recently restricted her practice to estates & estate administration and estate planning.
Journey Law is the realization of Michele’s vision of providing the best client service possible in a warm, welcoming environment.
Michele has been busy during her almost 20 years as a lawyer, but you can Google her and read about those things if you want. What likely matters most to you is that Michele is friendly and approachable. She listens individually to the needs of each client and does not believe in a “one size fits all” approach to any legal issue. With more complex matters, Michele prefers a team approach, working with other professionals and advisors to best meet the needs of the client.
Because she is always looking to enhance her knowledge to assist her clients, Michele has obtained her TEP designation from the Society of Trusts and Estates Practitioners and is a member of the Estate Planning Council of Canada.
When she is not working on Journey Law, Michele is parenting two young adults and a dog named Finn and spending time with her partner and step-children. She enjoys thrift shopping, travel and spending time with her family.
I have been working as Financial Advisor with Edward Jones for more than 23 years. I take pride in understanding the needs and goals of my clients, work with in partnership, enjoy the meaningful and long term relationship and guide them towards their goals
With two decades of financial planning expertise, Rob Anderson, GBA, serves as CEO of Bayview Financial Group. Since 2004, Rob has pursued excellence in providing his clients with a wide array of personalized financial planning and consulting services that are well researched, refined and proven to be the most effective for building and protecting your wealth. Collectively, we have secured employee benefits plans for over 150 businesses and millions in life insurance, disability income replacement protection and critical illness benefits.
For over 20 years I have been in practice doing personal, business, corporate, trust and final estate income tax returns. I also help business and individuals negotiate with both the Federal and Quebec governments to find a resolution. I am also a curator to a person and a mandatory to another so am familiar with the processes.
Greg Ardagh is the President of Ardagh Financial Inc. He has been in the financial services industry since 1997, and has worked at a major investment management firm before building his own team of advisors and his own industry standard.
Greg instilled the business principle of absolute transparency in his firm. From his experience in both retail and wholesale sides of the Canadian financial services industry, Greg learned that the best way to create trust is to share knowledge. Therefore, he innovated his service by hosting educational forums so his clients can gain a crystal vision of their investments. To Greg, a clear fee structure, a thorough explanation of products and proactive communication with clients are what separate a great financial advisor from an average one.
Greg is a graduate of The University of Western Ontario, he holds the Certified Financial Planner (CFP) designation and is working towards his Chartered Financial Analyst (CFA). He offers both Canadian investment funds as well as insurance products and continually completes educational courses through the Canadian Securities Institute. He lives in Hampton with his wife and 4 children. In his leisure time, Greg enjoys a game or two of golf.