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Holly is an Masters prepared Registered Nurse and MBA Graduate from the Haskayne School of Business in Calgary, AB. She has over 20 years of experience in the healthcare field, and is currently a Professor of Nursing in the areas of Seniors and Community Health. 

Holly works with marginalized and vulnerable populations as a Designated Capacity Assessor for the Alberta Office of the Public Guardian and Trustee. Holly is knowledgeable, approachable, efficient and responsive, with the ability to travel across the province and country as required. She is a strong advocate, working diligently and ethically to ensure a thorough, dignified and expeditious experience for clients and families. 

My greatest satisfaction comes from demystifying the estate planning process for my clients and guiding them through it – helping them to see the big picture and all its parts so they can make informed choices. I use the applicable federal and provincial tax, succession, trust, family, insurance and bank laws – and their interplay – to my clients’ advantage to optimize taxes. In the right circumstances, I also recommend life insurance products as a cost-effective way to offset taxes and other future obligations at death, so that beneficiaries receive all that my clients intend. 

Mathew Joseph MSc, PhD, PFA, CHS

Financial Consultant

I
had the opportunity to experience the value of Life Insurance and Investment early
on in his life. His Uncle suddenly passed away at the age of 45 leaving behind
a stay-at-home widow and 3 children aged 12, 10 and 3. It was devastating for
the family to lose their sole breadwinner. Fortunately, he had an appreciable
amount of life insurance which paid off the mortgage and the balance was
invested in blue chip companies, the income was sufficient for the widow to
focus on her children and their education without going to work. It was this
experience that made Mathew enter the insurance industry so that he can help,
families, small business owners, professionals and retirees plan a strategy to
secure their financial future.

After
completing his PhD in Science from Bombay University, he joined the Tata Group
of companies, which took him to Europe, W Africa, China and US / Canada. His
experience in International Business gives him a clear insight into the
needs of Business owners, a transferable skill he brings into his insurance
practice. His international business exposure also makes it seamless for him to
work with people from all ethnicity and nationalities.

After
migrating to Canada, he joined for RBC Insurance as an Advisor in 2002 and a
year later became an independent Financial Consultant providing Insurance,
Investment, Retirement, Estate and tax planning advice to his clients. He is
very passionate in working with his clients to help them plan a strategy to
secure their financial future.

Na

Currently looking to take course for personal reasons 

I have been with Edward Jones for 10 years but in the industry over 12. I am married 33 years and have 6 children and two little Yorkies and  I was a stay-at-home mom for 11 years before entering back into the work force.  I graduated with Hon BBA from St. F.X. University with a Major in Finance and I love what I do.  I help individuals and families reach their financial goals.  Whether it is a short term goal, saving for an emergency fund or long term goal , saving for retirement, I partner with my clients to help them reach those goals that are important to them

Fareed Khan for over 17 years, has been leading product and IT
initiatives, leveraging available resources in technology, product
marketing, and customer solution teams to deliver compiling
organizational results. Mr. Khan brings the leadership to plan, develop
and lead the execution of business strategies, and to ensure a
collaborative approach towards the development, implementation and
project management of large scaling software and IT systems. His
experience in interfacing across the enterprise, with global clients and
managing both in-house, virtual and outsource teams. Moreover, he can
evaluate technical and business issues, create manageable solutions,
oversee change management policies, and apply business principles
integral to a high-tech organization that is operating in a global
business environment.

Heather Kiley is the dynamic front line Executive Assistant,  to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial

Client care specialist, and in house specialist for estate planning, implementation, disability tax matters and trouble shooting with government departments.

• Tax Smart Planning & Investing
• Worry Free Retirement
• Education of Our Children & Grandchildren
• Quality Care For Our Parents
• Meaningful Financial Help For Our Loved Ones
• Meaningful Legacy

I am a Class 1 licensed Funeral Director and Death Doula. I am a Rotarian with the North Muskoka Rotary Club and a member of the Royal Canadian Legion, Branch 232 Ladies Auxiliary.