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Rosaline has over 25 years experience in financial services relating to insurance and investments.  She teaches financial literacy through continuing education and volunteer programs for all ages. Her focus is to  communicate topics relating to wealth accumulation and risk management in clear and simple language for all ages.

I have been in the  Insurance and Financial Services Industry for over 40 years. With my commitment to service and my dedication to serving individual families and Business owners , I have built a successful practice that is a testament to only one word  "SERVICE". As my clientele is aging and they are moving their assets to the next genaration, I have been called to assist informally with their last will and testaments.

The CERTIFIED EXECUTOR ADVISOR will certainly enhance my knowledge in this process and  I hope to help and assist other excutors as I move my practice forard in this direction.

My educational qualification are as follows:

BA ( Uof T)- 1976

Entered the Business with a large Insurance company from 1977 to 2007.

fromm 2007 to the current time, I am an independent Insurance  and Financial advisor with a large MGA.

CLU-  designation in 1984

CFP  -designation in 1997

CH FC-designation in 1989

REBC-designation in 2002

GBA- designation in 2002

EPC- designation in 2005

Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and scale their practice.

The advisory role can be an isolating one, with a lack of clarity regarding which steps to take to achieve that next level. 

I serve as an advisor's sounding board to success by facilitating one-on-one sessions focused on investment management.

The end result is a
heightened level of conviction, which comes after they've taken a fresh look at
their practice, weighed the pros and cons in various areas, and made decisions based on what will have the
most meaningful impact.

My designations are CFP, FMA, CEA, FCSI, CIM and I worked for 12 years as a Discretionary Portfolio Manager and Investment Advisor for some of the world's best regarded investment firms.

As a Chartered Professional
accountant (CPA) and Certified Financial Planner (CFP), I have worked for more than 25 years with clients to enhance their financial well being and peace of mind by helping them manage
their financial, tax and estate planning needs. I partner with Investia Financial as an independent financial partner, licensed in both Ontario and Prince Edward Island. 

As an Elder Planning Counselor (EPC) I
recognize the needs of a growing aging population and offer age friendly guidance
and solutions to enhance financial and emotional well-being.

At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.

As a financial services professional with over 30 years of experience, I am passionate about building rapport with my clients, earning their trust and helping Canadians reach their financial goals to ensure that their families are taken care of.  

Holistic Financial Advisor helping individuals, families and businesses create wealth and preserve wealth.

At ETP Canada, we specialize in Estate Administration. We help Executors navigate their role by educating and providing hands on support to assist them complete the duties of the role.

The goal at ETP Canada is to ease life after death for Canadian families. We help Executors understand what is happening and what to do next when dealing with a loved ones estate.

Today, ETP Canada continues to be at the forefront for educating families about the complexities of Estate Administration, while aiming to help people breathe a sigh of relief when a loved one passes.

I have been in the role of financial advisor for the past 26 years, mainly in the advisory role in the field of investments as well as Estate Planning and consultation.  A main goal in working with my clients has been to effect an orderly and tax efficient transfer of wealth between generations. 

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?"

Randall is a senior lawyer with Waterbury Newton and has been with our firm since 1989. Randall’s experience, knowledge and achievements have contributed to his ongoing success as a lawyer who provides outstanding legal services to his clients.

Randall has been a practicing member of the Nova Scotia Bar since 1990.

Education

Dalhousie University 1989, LL.B
University of New Brunswick, 1985, B.Sc. (Forestry)
Presentations & Publications

Has appeared on Global TV’s Maritime Noon Program
Facilitated workshops for Invisible Disabilities Association of Nova Scotia, including videos regarding Canada Pension Plan and Long-Term Disability Appeals
Contributor to “The Sea Has Many Voices” edited by Cynthia Lamson (legal and environmental aspects of oceans policy).

Achievements & Affiliations

Practicing Member Nova Scotia Bar since 1990
Member: MENSA Canada
Member: Real Estate Lawyers’ Association of Nova Scotia
Member: Screening Committee, Bar Admission Examination of the Nova Scotia Barristers’ Society
Certified Lawyer under the Nova Scotia Land Registration System
Member: Provincial Voluntary Planning Committee which brought in Nova Scotia’s first Occupier’s Liability Law
Former Member: Atlantic Provinces Trial Lawyers Association

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.