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I am wealth advisor in which I practice wealth management. I help clients navigate thru complexities that wealth creates.My professional designations are as follows:CFP,CIM,CLU,ChFC,EPC,RFP,TEP

I believe you are the luckiest person in this world if your passion is your work. My passion is to genuinely connect with others, know their aspirations and help them out in any possible manner to attain those goals. The same goes for Edward Jones, whose investment philosophy is based on discovering the financial needs of clients and have processes in place to look after their financial wellbeing. It is all about fostering a lifelong relation with the client and celebrating the achievement of their financial milestones.

My passion for serving the community started with my Banking experience in which I helped individuals and business owners by providing banking solutions. Down the road, I realized that there is much more happening in an individual’s life for which proper planning and preparation could provide the much needed peace of mind. I came closer to understanding the fabric of life, when my parents started to live in retirement. At that time I realized the benefits of having a roadmap laid down beforehand so that the journey ahead is a comfortable one.

Be it preparing or living in retirement, purchase of a house, going on vacation, sending kids to college or leaving a legacy for your loved ones, all require foresight and dedication to stick to a plan. As part of Edward Jones and a team of dedicated professionals, I am able to better serve my community by making their dreams come true.

Business solution specialist. Senior planning authority. Certified as an Elder Planning Counselor, Certified Executor Advisor and Certified professional consultant on aging. Completed Canadian Investment fund course with experience in GIF, Mutual Funds and private placements. Also led national employee benefits across Canada. With 20 years of financial experience and founder of Jacob Warren Financial Inc. we specialize in Executive Benefits and senior planning. Founder of Jacob Warren Financial Inc. and agingincanada.com

A practical, balanced, and realistic approach, educating individuals on fundamental financial options, and decision making.

Services:  Insurance & Investments for individuals, corporations

Background, Experience & Education:

- Litigation & Appeal, Court Mediator (Family & Commercial)

- Business degree, Law Study, Mediation/Arbitration

Provider of Fractional CFO/Interim CFO services for Public and Private/Family organizations

I don't currently have a business and am doing this course out of self-interest.

Antoine Rempp is a bilingual insurance broker (English and French). He's also a certified cash flow specialist, and co-author and publisher of two books: "Live Your Life Insurance - Canadian Edition" and "The Wealthy Physician - Canadian Edition". 

His passion is to help his clients ensure that they will be looked after if they're sick, disabled, or even die leaving a family behind.

His expertise in the insurance field, along with his knoweldge of estate planning will make him an invaluable asset for your succession planning and lifestyle protection.

He specializes on working with professionals and business owners on solutions that allow them to move money out of their corporation on a more tax advantaged basis.

I am a Registered Professional Accountant I provide accounting services , personal taxes, terminal tax returns, rights or things returns. corporate taxes and trust returns also provide management consulting services, controller services.  

Financial Advisor with 33 years of experience working with HNW clients.