Welcome to South Western Ontario! Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?
My firm, established in 2010, focuses on clients with less than $500,000 of assets. Typical Ontario families that need to save for college, build for retirement, or trade up or down in house size as their life ebbs and flows.
With a focus on the Estate of a person, my firm brings council, guidance, education and compassion to the transactional process of Estate building, preservation and disbursement. Areas of focus are:
Personal Property Appraisal,(Sub Specialty: Numismatics), Medically Complex Life Insurance Coverage, Investment Management, Commercial and Residential Real Estate.
My firm operates off of one simple founding principle:
"How Can I Help?"
Throughout my career I have worked as a professional fundraiser specializing in planned giving - which is donating to charity through gifts in wills and other types of estate gifts. Through this work, I was introduced to the role of acting as an executor. I am available to help individuals who don't have anyone to act as their executor, who need someone to act as their power of attorney and executor, or to advise family members who are acting in this role. I am a caring, knowledgeable individual who will provide you with empathetic and compassionate personalized service. I work with a small number of clients so that I can fully be there for each client.
I have been with Edward Jones since 2016 and have been serving the West Kootenay's. We provided a unique learning and supportive enviroment for all of our clients.
With a career grounded in integrity, compassion, and specialized knowledge, Giovanni is more than a REALTOR® – he’s an advocate for older adults and their families navigating life’s important transitions. Based in Surrey/WhiteRock, British Columbia, John brings a deeply personal approach to real estate, blending professionalism with purpose for clients aged 55+ and their adult children.
John holds advanced credentials that distinguish him as a leader in senior – focused real estate
Brent Quinton is a senior wealth advisor with Sage Wealth Management Ltd. Having trained as a CPA (CA), and holding a CFP designation provides a significant background in financial and tax matters. Services are provided to all types of clients, with a specialty in helping small business owners manage and integrate their business operations and personal financial planning requirements.
With over 35 years of experience in the financial services industry, David has earned a reputation as a trusted advisor and leader dedicated to helping clients build, preserve, and transfer their wealth with confidence. Specializing in retirement and estate planning, he brings clarity to complex financial decisions, helping families and business owners create plans that reflect both their goals and their values.
As a Certified Executive Advisor, David works closely with clients and their chosen executors to ensure that estate plans are not only well-designed but also practical and executable. This designation reflects a commitment to bridging the gap between financial planning and estate administration, helping executors understand their responsibilities, avoid costly errors, and carry out their loved one’s wishes with care and precision.
I work in the high net worth market, with professionals and Business person. I work with individuals that make more than 1MM in there companies, with more than 500000 profit. or companies with 5mm to 50 MM in revenue. I am there quarterback in all of there financial issues, personal or business.
CORE Partners is a select group of experienced, likeminded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners provides unbiased financial advice to individuals, business owners and their families.
I am a Client Service Associate and work for TD Wealth Private Investment Advice. Our team does Customized Wealth Planning in areas of Retirement, Tax, Investment and Estate just to name a few
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE