Find a CEA

Mulit-generational family wealth planning available to ensure wealth is preserved efficiently as possible with a minimization of income taxes.  This may include trusts, holding companie as well as personal assets.

James is a graduate from the
Odette School of Business at The University of Windsor, where he graduated as a
double major in both Finance and Management Science with a minor in Information
Technology. Prior to that, James attained a Business Marketing Diploma from
Humber College.

Shortly after completing University, he won two entrepreneurial
contests and was awarded seed funding from the University of Windsor and Humber
College to pursue a creative passion and entrepreneurial endeavor. Attaining
the vast array of business acumen and seed capital has helped him launch his
own business and curate an e-commerce/ social media website. He successfully
launched his website on Nov. 15, 2015, and now has a fully operational side
business.

He is an accomplished sales professional with more than 20 years
of experience and holds a record of overachievement. His greatest passion is
helping others succeed. He's helped many individuals over the years with his
previous employer at RBC, and now does so as a proud Senior Advisor within CAA
Club Group Advisory. He is also a family man, “married to a beautiful wife and
father of 2 darling little girls” he says.

His best days are when he finds ways for his clients to reach closer to their ultimate financial goals. James says, “I'm honored to
deliver expert advice and customer service. It pleases me greatly to know that
I can make a positive impact in someone’s life, and it truly brings me joy to
watch others succeed. Finding the right solution(s) for an individual or family’s
needs is an art, and I pride myself on being a very creative artist. I always engage
creatively in solutioning for my clients’ unique needs.”

H+T is a multi-generational financial planning and employee benefit advisory. We strive to encourage financial planning and education for individuals and families.

We have helped many families transition wealth and businesses between generations and are passionate about making that process as smooth and efficient as possible.

Our firm is co-owned between Crystal Taylor and Scott Holden CFP and welcoming newer advisors.

Financial Advisor with a focus on tax and estate planning and investing with protections and guarantees. Elder Planning Counselor. EPC

I am a Tax Manager at a medium size public accounting firm.  Our services are extensive and cover audits, reviews, compilation engagements, corporate, personal and T3 estate tax returns, bookkeeping, T4 and T5 preparation, etc.

Financial Planner with a diverse experience in Investment (CFA, CIM) & Insurance (CLU) with 30 years experience in the Financial industry. Graduate from IVEY with an MBA, I also have knowledge and experience in the Auto industry, telecommunication and transportation industry.

Bilingual (English/French). I'm happy to work by phone, zoom or face to face in my office or in your home.

https://www.linkedin.com/in/bentherrien/?originalSubdomain=ca

A driven professional with several years’ experience in

diversified industries. I am very personable and an excellent communicator
with a

common-sense approach. I am logical and driven to complete all necessary
requirements. 

In the time of uncertainty and
loss I am available to assist you through the logistics of the estate providing
you time to grieve and adjust to the new reality. Assisting to reduce the
family stress  that often arises with administering an estate.

I have been helping Canadians entrepre with risk management and tax saving strategies since 1990. I attained my CLU designation in 2008 and specialize in helping business owners with planning in insurance/investments.