My profession is a relationship financial advisor, dedicated to providing four pillars of service; Investment, estate, tax and financial planning. I am part of a larger team of professionals that all share the same value of quality, clear, concise financial planning with an established priority personalized approach.
I'm part of a team of financial planners who focus on generational wealth planning.
Zoe is a member of Pallett Valo LLP's Wills, Estates & Trusts Practice Group.
Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts, inter vivos trusts; assisting clients on a broad range of estate planning matters; obtaining Certificate of Appointment of Estate Trustee With or Without a Will; advising Attorneys, Trustees and Executors with respect to their duties and responsibilities as fiduciaries and giving guidance on various aspects of trust or estate administration.
Zoe received her LL.B. and her LL.M. from Chuo University in Tokyo. She then obtained her LL.M. and her J.D. from the University of Toronto Law School. Zoe was called to the bar in Ontario in 2010.
I am a litigation law clerk to a sole practitioner in Toronto. We handle a variety of litigation matters: estate, corporate, construction, real estate, civil etc. Personally, I enjoy the estate litigation matters the most and am very interested in the future of estate planning for the baby boomer generation. Client care is of great importance to us, especially with estate cases. We are both now CEAs and are moving towards starting a new company that will focus on estate planning and family dynamics with the Baby Boomer generation and their families.
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total retirement planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
I currently carry the CFP, CIM, and CHS designations.
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.
We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years of experience in proving excellent service to our clients.
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals and families face the future with anticipation rather than apprehension. John takes a holistic perspectives of a client's financial life, and not solely the investment portfolio. This ensures that key issues are identified, prioritized and plans are put into action, providing the foundation that helps clients achieve their goals.
The first two decades of my career was In bookkeeping & systems, real estate and mortgages, banking and wealth management. Since then, I have shifted to risk management and life insurance and that was 15 years ago.
As a financial service professional, I strive to keep abreast of my knowledge in industry development through designation programs and at times taking relevant CE courses.
I am passionate when it comes to serving my customers. I am caring, focus and methodical and I enjoy problem solving.
The CEA program has culminated my learnings. It gives me the confidence to educate my customers on the value of pre-emptive estate planning.
MBA, CFP, CLU, CHS, EPC, CEA
I provide comprehensive financial planning
for business professionals and their families. By developing an overall view of your family's financial picture that encompasses your
values, future milestones, and goals, I help you to protect what matters most.
My team and I guide our clients through the ups and downs of the financial markets, and support them through crucial life events. Clients benefit from our high
standard of care and expertise, through proactive planning and management.
Patricia Taylor, CPA is an accountant
at a local licenced accounting firm that offers personal, corporate, and trust tax advice along with return
preparations. We also provide review and compilation services.
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario. Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and C.Dir (Chartered Director). Previously, Shirley worked within the estates and trust practice of a major Toronto law firm and continues to specialize in the preparation of estate accounts, including estate administration, planning and tax filing compliance, with her network of business partners. She is involved as a board member for a number of non-profit organizations and is a member of EPCOH (Estate Planners Council of Halton)