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Greg is President of Cornwall Financial Partners in Oakville.
We bring together a team of highly qualified advisors and planners in the areas of Wealth Management, Financial and Retirement Planning, Tax and Estate Planning, Employee Benefits and Group… Read more »

Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON

605-338-1660

Marion Goard, Candidate
Broker, Lifestyle 55+ Master, Senior Real Estate Specialist

Burlington, ON Contact

As well as being a full service real estate professional, I am a Lifestyle 55+ Master and Senior Real Estate Specialist® (SRES®). These are advanced designations that promote a higher standard in working with seniors and their families, signifying… Read more »

Area serviced: Burlington, ON; Hamilton, ON; Ancaster, ON; Waterdown, ON; Flamborough, ON; Stoney Creek, ON; Grimsby, ON; West Lincoln, ON; Oakville, ON; Milton, ON

905-335-8808

Adam Gordon, Candidate
President

Kingston, ON Toronto, ON Contact

Since 1956, Gordon’s has worked closely with professionals like you to solve the daunting challenge of downsizing and estate settlement for mutual clients.
Our role is to streamline the estate settlement and downsizing process for professionals… Read more »

Area serviced: Kingston, ON; Ottawa, ON; Oakville, ON; Mississauga, ON; Hamilton, ON; Belleville, ON; Brockville, ON; Scarborough, ON; Toronto, ON

8002672206
4168077527

Maxine Gordon Palomino, Candidate
Partner

Newmarket, ON Contact

Maxine practices in the areas of estates & wills, real estate and business law. She is licensed to practice in Ontario and Jamaica.

She provides counsel on elder law; drafting of Wills, Trusts, and Powers of Attorney for Property and Personal Care.… Read more »

Area serviced: Newmarket, ON; Ajax, ON; Aurora, ON; Barrie, ON; East Gwillimbury, ON; Innisfil, ON; Keswick, ON; King, ON; Markham, ON; Metro Toronto, ON; Mississauga, ON; Richmond Hill, ON; Vaughan, ON; Oshawa, ON; Pickering, ON; Queensville, ON; York, ON

9057517251

Martine Govednik, Candidate
Funeral Director

Georgetown, ON Contact

Financial advisor. Interested in learning more about estate planning.
Read more »

Area serviced: Georgetown, ON

9058775847

Rick Graham, Candidate
Advisor

Brantford, ON Contact

Area serviced: Brantford, ON

519 771-2887

Toby Graham, Candidate
Senior Sales Consultant

Edmonton, AB Contact

Area serviced: Edmonton, AB

7807602044

Scott Grant, Candidate
President

Vancouver, BC Contact

An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions.… Read more »

Area serviced: Vancouver, BC

6045585609

Allyssa Grasso, Candidate
Financial Advisor

Woodstock, ON Contact

Area serviced: Woodstock, ON

5195369555

tracey green, Candidate
Supervisor Member services

Pine Falls, MB Contact

Area serviced: Pine Falls, MB

2043675265

Terry Greene, Candidate
President

North Vancouver, BC Contact

Self employed fee-only financial advisor for over 25 years. I have held the CFP and R.F.P. designations for 22 and 23 years respectively and our firm prepares approx 400 personal T1 tax returns annually.
During tax season we employee 4-5 staff/subcontractors… Read more »

Area serviced: North Vancouver, BC; West Vancouver, BC; Vancouver, BC

7788332263

Area serviced: Vancouver, BC

Clay is a financial adviser and portfolio manager and the Managing Director of RGF Integrated Wealth Management and has been with the firm since 1992. He specializes in retirement income planning (how to effectively generate income in retirement and the associated estate planning issues).

The difference between you and I is that you retire once but I help people retire every day. I’ve seen the good and the bad, both emotional and financial on how to retire.

CFP, CLU, CIM, TEP, FEA, RRC, FCSI

Area serviced: Markham, ON; Lindsay, ON; Toronto, ON; Oakville, ON

Area serviced: Toronto, ON

Area serviced: Oakville, ON; Mississauga, ON; Burlington, ON

Greg is President of Cornwall Financial Partners in Oakville.

We bring together a team of highly qualified advisors and planners in the areas of Wealth Management, Financial and Retirement Planning, Tax and Estate Planning, Employee Benefits and Group Pension.

Our roots go back to 1957 and we are proud to have grandchildren of original clients as clients.

Our Legacy Program is suited for individuals who have established their wealth and they are looking for tax efficient strategies, stewardship and guidance for their financial management as well as estate transition.

Area serviced: Burlington, ON; Hamilton, ON; Ancaster, ON; Waterdown, ON; Flamborough, ON; Stoney Creek, ON; Grimsby, ON; West Lincoln, ON; Oakville, ON; Milton, ON

As well as being a full service real estate professional, I am a Lifestyle 55+ Master and Senior Real Estate Specialist® (SRES®). These are advanced designations that promote a higher standard in working with seniors and their families, signifying an individual with longevity in the real estate profession, commitment to professional development and strong business ethics. Utilizing my network of exceptional specialists, I work with Seniors’ and their families through every stage of later-in-life real estate transactions, helping them navigate the maze of financial, legal and emotional issues that accompany the sale of a home and relocation to the home of their future or with estate trustees for the disposition of real estate. The key to my success is patience and understanding plus knowing what questions to ask and what to consider so that my clients can make the best possible decision and plans.

Area serviced: Kingston, ON; Ottawa, ON; Oakville, ON; Mississauga, ON; Hamilton, ON; Belleville, ON; Brockville, ON; Scarborough, ON; Toronto, ON

Since 1956, Gordon’s has worked closely with professionals like you to solve the daunting challenge of downsizing and estate settlement for mutual clients.

Our role is to streamline the estate settlement and downsizing process for professionals and their clients as it relates to the real estate and personal property (to whatever degree our clients wish). Gordon’s replaces the need for the client and supporting professionals to source and manage a: property manager, realtor, appraiser, personal property seller, mover, shipper, and other contractors likely to be involved in the process to maintain, repair, and/or clean up the property.

In addition, Gordon’s interim funds all the expenses related to the activities under our care, until the client has the proceeds from the real estate sale, thereby alleviating cashflow requirements.

The market real estate commission covers the project planning and management in addition to the real estate sale. Other direct costs are charged with no markup.

We get paid when the client gets paid.

Maxine practices in the areas of estates & wills, real estate and business law. She is licensed to practice in Ontario and Jamaica.

She
provides counsel on elder law; drafting of Wills, Trusts, and Powers of Attorney for Property and Personal
Care. A key component of this is the ability to advise on various strategies to
help clients distribute their estate and achieve their planning objectives while
avoiding some common pitfalls. Maxine’s clients include
executors, attorneys for property and personal care, who need help and guidance
on their duties and obligations; seniors who wish to put measures in place to protect them and their assets; beneficiaries who are not satisfied with how an
executor is administering an estate or who are unable to find a Will and need
to know what options they have; persons who wish to enter into estate planning
strategies; the terminally ill who wish to place their estate planning
objectives in place.

Area serviced: Georgetown, ON

Financial advisor. Interested in learning more about estate planning.

Area serviced: Brantford, ON

Area serviced: Edmonton, AB

Area serviced: Vancouver, BC

Area serviced: Woodstock, ON

Area serviced: Pine Falls, MB

Area serviced: North Vancouver, BC; West Vancouver, BC; Vancouver, BC

During tax season we employee 4-5 staff/subcontractors and we annually prepare 5-6 T3 trust returns and several terminal tax returns.