RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions.
I have been in the business since 2003 serving trust and estate clients initially in the area of income tax and later in the administration of trusts including testamentary and inter vivos, as well as charities.
I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates.
I am a Tax supervisor and payroll compliance professional. I have been preparing Terminal, estate and trust returns for 23 years. I am taking this course because it sounded interesting and i am an executor in the future.
Angela Kruk is the owner of Gates Law, focusing on serving small businesses and people with their estate planning and administration needs, elevating people above problems.
Residential Real Estate Appraiser with CRA designation from the Appraisal Institute of Canada.
I am an EPC member.
I am also work as an Engineer and an Acupucturist.
I am a Founder of ZLC Financial Group in Vancouver. I have been in the life insurance business for 48 years! Our firm offers a full range of financial services. I am a Chartered Life Underwriter. I have many elder clients, many looking for estate planning advise. This course fits in very well with the ages of many of my clients.
I am a Life Insurance Broker working at Good Redden Klosler Wealth Management, a division of Good Redden Klosler LLP Accounting Firm.
We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management Services.
I am a manager of Branch experience for Noventis Credit Union.
Manion & Associates as been providing award-winning full-service financial planning for over 20 years! Serving the communities of Maple Ridge, Pitt Meadows in person and clients throughout western Canada. Providing comprehensive financial planning, including Retirement Planning, Portfolio Planning, Tax Planning, Cash Flow Management, Estate Planning, Insurance and Extended Benefits. We believe independence is critically important and take pride in being completely independent.