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)
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
A seasoned financial services veteran with over 35 years of professional advisory, practice, and agency management experience, Brent has specialized in advanced estate and tax planning techniques, family and business succession, sponsored and association benefit plan design and administration, as well as pension and other retirement income and asset protection strategies.
Brent has held executive leadership roles, as well as senior regional field management positions representing national public insurance corporations, investment banking institutions, as well as privately held financial advisory services corporations.
In addition to his professional designations, he is a member of Advocis, the Financial Advisors Association of Canada since 1984, CALU, The Conference for Advanced Life Underwriting and The Institute for Advanced Financial Education, The Financial Planners Standards Council, and The Million Dollar Round Table.
Brent is currently serving as Chair, Professional Development, he was also the Past President of the Board of Directors for the Advocis Peel/Halton Chapter in 2009-2010. Additionally, he is serving as a Trustee for the Institute of Advanced Financial Education and sits on the National Advocis Finance committee. Finally, he recently completed his second 2 year mandate as President of the Estate Planning Council of Mississauga where he has been a member since 2008.
Brent is actively involved with the establishment of the CEAN (Certified Executor Advisor Network) a not for profit association focused on the collaboration of like minded CEA's for the betterment and literacy of testators and their designated executors.
In his spare time, Brent is active with select charities including the Community Foundation of Mississauga and enjoys traveling, golf, boating, flying and the occasional poker game.
Micheline Varas, BA, RHU, RFC, EPC, GBDS
Senior Partner, Senior VP Living Benefits
CustomPlan Financial Advisors
Micheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective underwriters delivering results to individuals and corporate clients. Micheline is also a resource to financial advisors and large institutions. Her focus is to structure and ensure creative, cost and tax effective risk mitigation solutions. She believes that professional financial advice adds significant value to individuals and their businesses. To provide the best to clients, Micheline works with the best! This mindset allows for collaboration with independent specialists delivering comprehensive plans designed to create value. Her extensive experience in Living Benefits enabled Micheline to be the first recipient of the GBDS (Group Benefits Disability Specialist) designation in Canada, and a founding moderator for the Canadian Initiative for Elder Planning Studies. A Top of the Table (MDRT – Million Dollar Round Table) member, Micheline has penned many industry and non-industry publications, holds various training and educational events and has been a speaker at numerous national and international congresses. In 2014 Micheline was named one of 50 Women of Influence in Canada’s insurance industry.
For the past 50 years I have helped advise my clients through my law practice, initially as Speal, Viner and then growing over time to Viner, Kennedy, Frederick, Allan & Tobias, commonly known as Viner, Kennedy.
With my experience, and as a creative problem solver, I can assist in any of the following areas:
Certified Financial Planner
Certified Divorce Financial Analyst
Half of my clients are Career Women
As a financial advisor for the past 20 years and working in the financial services industry for close to 30 years. I believe I am uniquely qualified to help clients and families through all stages of their lives. We offer mutual funds, Insurance Products, Guaranteed Investment certificates, TFSA's, RRSPs, RRIFs and RESPs. You can have comfort in knowing that Wever Financial has been here for many years and we have the staff and the experience to be here for many more. We look forward to working with you in the future.