Senior Financial Advisor with more than 35 years' financial services experience.
I continually review my clients' on-going financial situation and with them, I devise a retirement and investment savings plan that is suitable, given their individual risk tolerance, investment objectives and time horizon.
As an independent financial advisor, I am able to place my clients’ needs and best interests first. I offer products and services tailored to my clients without regard to compensation, ensuring portfolio balance and risk mitigation. My goal is to offer integrated investment and insurance solutions, centred on my clients’ priorities to help them achieve their dreams.
Passages Law services clients primarily in the estates area, which include probates, re-sealings of foreign jurisdiction probates, and estate litigation; we also do basic corporate work and real estate transactions.
I am a CPA, CA and have been interested in estate organization for years. Throughout my career in the small-cap corporate world, I always felt an element of "social purpose" was missing for me and have now found that pursuing the fundamental start for estate planning and organization - creating Wills.
Naomi English, BA (Econ), FCSI,CIM
Financial Associate with the Kozak Financial Group at CIBC Wood Gundy
Our team provides a full range of investment services and financial advice.
I am employed with Access Credit Union and work with Estates and Wills as a large part of my position. Taking this course will definitely benefit me and the members I deal with on a regular basis.
I have practiced as Notary Public in British Columbia since May
2012 after graduating from the Master's Program in Applied Legal Studies at Simon Fraser
University. I specialize in real estate conveyancing,
mortgages, drafting Wills, Powers of Attorney and Representation Agreements. I am fluent in English,
Russian and German.
I am currently the Manager of Finance at Providence Care Centre in Kingston and have been with the organization for 22 years. Looking to retire in 5-6 years and would like something to keep me occupied. A friend of mine, a financial advisor, recommended this course to me.
I own a crematorium and it has been open for over 20 years and prior to that, I owned a funeral home. I maintain my funeral directors license.
I am Director of Estate & Trust services at ScotiaWealth Management
Financial advisor for 30 years. Tax professional for 15 years.