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CFP CLU CHS CPCA RRC

I'm a professional in financial planning service industry since 1988. I'm specializing in life insurance, critical illness insurance, disability insurance, long term care insurance, segregated fund investment, retirement planning, personal, family and business financial planning. I'm fluent in English, Cantonese and Mandarin. I can reach at 604-377-7683 or andy.lau@canadafinancial.ca

Currently more focused on Estate Planning. 

Bassam Lazar is the founding lawyer of Lazar Law. Bassam graduated from the University of Western Ontario in 2005 and from the University of Windsor Law in 2009. Bassam’s primary areas of practice in London, Windsor and throughout Ontario are Wills and Estates, Real Estate Law, and Business Law.

Other areas of practice at Lazar Law include commercial real estate, commercial and residential leasing, and certain transactional legal matters.

I have been a General Agent with the Knights of Columbus for the past eleven years. I manage a Team of seven Life Insurance Agents serving exclusively the families of the members of the Knights of Columbus members in British Columbia and the Yukon.

We are a Fraternal Benefit Society in existence since 1882 offering our services to members in the USA and Canada,

I hold the EPC, CPCA and CLU designations.

Hello/Bonjour:

I have been in the Financial Security Business since 1994 and enjoyed the interactions with my clients and prospects helping them plan and make smarter decisions about their money.

Being bilingual (French and English) has provided me with insights and perspectives that are unique.

As I am approaching my next major transitions in life, the CEA designation is a natural progression to continue helping clients and prospects alike.

Sincerely,

Jean-Marc Leger, EPC (Elder Planning Counselor)

I am a regional director with Desjardins, I work with our advisors to help them develop and grow their practice. 

I have been practicing in the Wills and Estates areas of law for over 20 years.  I have recently opened my own boutique style law firm to focus on areas of wills, estates and trust planning for corporations and high net worth individuals.  My practice is unique in that I have persons in house that hold varying designations including certified financial planning and life licenses.  I am comfortable handling related areas of law including general corporate law, real estate conveyancing, domestic contracts and estate administrations.  

I have been involved in the Financial Industry since 1982 and thoroughly enjoy assisting with the individuals and families with their financial plans.  Currently, I hold the life license and am working towards the financial planner's designation.  I have been preparing income taxes since 1960 and there are many questions that I do not have answers to concerning final returns and estates.  This designation will help.  I am with Spectre Financial in Windsor providing insurance and investment needs for clients helping them make their financial worlds a little more secure.

Life Insurance Licensed as well as a Real Estate Agent

I provided one stop financial solution to my client; and I am a retirement and estate specialist who works with individuals and corporations to determine their retirement, and estate needs.