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.
Hi I'm Karl Bloedorn, I've worked as a Financial Advisor for over 20yrs. I have a background in business and graduated from University of Victoria with my BComm. At BPF Wealth we tailor your investments to suit your unique goals and values. We work with you to educate and inform you of your various invesment choices, so that you can the best possible decisions in securing your financial future.
CFP Professional with thirty years experience.
Insurance Advisor, specializing in Travel Insurance and Health and Dental Plans
Certified Financial Coach, empowering individuals in Financial management.
I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario. My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.
I am a financial professional passionate about empowering clients.
Financial Planning
Retirement Planning
Insurance Planning
Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients