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
Full service family focused wealth management team providing personalized financial solutions to busy families. Visit our website at www.keillandassociates.ca
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.
Family Office providing Omega Stewardship ®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions
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.
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.