I am a Pre -Arranger and At Need sales consultant for Heavenly Rest Cemetery. I meet with various clients on a regular basis that have many questions pertaining to Estate settlement. Roles and responsibilities of the POA, Executors Etc. I would like to learn more about the entire process so that I will be able to give them knowledge with regards to them planning or finalizing Estate matters.
Agent for co-operators insurance - sell P&C products as well as life and seg funds. Also a member of CFIS and licensed to sell mutual funds.
A Paralegal for 30 years. I now also teach Paralegals at the University and College level who are working towards their Diplomas.
A Certified Legal Coach who is able to assist unrepresented parties in their access to justice pursuits.
Bedford Financial is solely owned and operated by Brad Bedford. I operate in partnership with William (Bill) Brekelmans. Our business serves families with one on one financial advice. With over 45 years of combined experience we offer expertise in an personalized setting that most clients cannot expect to receive from larger firms. We both also hold our Registered Health Underwriter designation. References happily provided upon request.
Sharla Behnke is the Manager of Estates & Registered Plans with Access Credit Union. Access Credit Union serves to connect Manitoba and its members and operates all across the province.
As the leader in the area of estate administration, some of my top priorities is to serve our clients and members with excellence, invest in our communities and empower our staff through continuing education to achieve their full potential.
I have worked as a Director of Human Resources for a large federal government agency and possess a Bachelor of Human Resources and Labour Relations. I have taken university law classes as part of the courses necessary to complete the degree.
I providing daily money management and other financial services for those who don't, can't or shouldn't such as Agent for Power of Attorney, Agent for Personal Health Directive, completed some of the duties of an executor at the request of and under the direction of a Certified Executor/ and if I am successful in becoming a Certified Executor Advisor, to provide executor (personal representative services) to clients as well.
Anne received her Certified General Accountant designation in 2000 and was the recipient of the McGillivray Partners Award for Accounting Excellence.
Anne is a partner with Henderson Roller Partnership and has been in public practice for over 28 years. She consults to her clients on accounting, corporate and personal tax preparation and payroll.
Anne’s clientele includes business owner / managers and her expertise is in preparation of estate and trust and non resident tax returns.