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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

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

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.

Branch Manager at Integris Credit Union

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.

Chelley L. Kortenbach Inc. 

Chelley Kortenbach, CPA, CGA

Sole Practitioner 

Bookkeeping,  Compilations, Personal and Corporate Tax 

I believe accounting and tax is not only about numbers, but providing support and guidance to individuals and business owners so they have the clarity and confidence in their decision making.