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Professional Financial Planning, Wealth Management & Insurance services and Advice. VP Planning & Advice for the Subsidiary of the Williams Lake and District Credit Union. 

Certified Financial Planner (CFP) with additional designations as a Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). Committed to delivering holistic financial advice with a focus on estate and insurance planning. Aspiring to expand my practice as an Executor Advisor, helping clients navigate wealth transfer with clarity and confidence.

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.

Financial advisor.  Interested in learning more about estate planning.

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. Using a Whole Person Holistic Approach with each person to meet their unique goals.

The Real Estate journey, whether in Sherwood Park or beyond, often evokes anxiety. As a dedicated guide and a trusted realtor, I erase those fears. With a proven and simple approach, I demystify real estate, leading you and your family to a successful outcome. My focus on estates and Executors comes from both personal and work experience, developing a full concierge program to help guise executors through the process after a loss.

I have built QWFS with a vision to be one stop shop.  To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren.  We are looking to provide the knowledge, the long lasting relationship and an opportunity to have the comfort to know that the plans we have made for the clients, we can assist in executing at death