Josh graduated first in his class from the Royal Military College of Canada and went on to serve as a Naval Warfare Officer in the Canadian Armed Forces. When a rare metabolic disease brought his military career to an unexpected end, he refocused on a passion that began at age 15—financial planning. He earned his CFP designation as one of the youngest Canadians ever to do so and founded Kalyta Financial Solutions to guide fellow veterans through the medical release process he once faced.
Under Josh’s leadership, Kalyta Financial Solutions has grown to three offices across Ontario and a team of seven. He takes pride in delivering tailored strategies and is incredibly grateful to be able to do something that he loves every day.
Outside the office, Josh champions charities supporting wounded veterans and enjoys sporting clay and trap shooting.
I work for Avail CPA as the Estate Supervisor, we are Alberta's largest independently owned accounting firm. Our team is committed to easing the estate process for executors and their families.
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.
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.
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.