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.
Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry.
Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services.
Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.
RBC LIFE INSURANCE COMPANY
I AM A SENIOR SALES CONSULTANT FOR WEALTH AND RETIREMENT SOLUTIONS. I AM NOW IN MY 24TH YEAR WITH RBC LIFE AS WHOLESALER, WORKING THE MGA AND INDEPENTDENT BROKER MARKET.
I assist Executors and Administrators with Will / Estate matters
A 35 year licensed Funeral Director, owner of multiple locations and interests. Often asked difficult questions when others are unable to be located, I needed to know the answers. Death is 24/7 answers need to be too.
After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007. Ongoing education and experience is as essential to my business as referrals. Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist). I look forward to utilizing my background and resources to assist people with their real estate goals.