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As the Vice President for Philanthropy & Communications at Broadmead Care, one of my responsibilities is to steward donors within our legacy giving program. Through a gift in their Will, donors can help secure the future for the veterans, seniors, and adults with disabilities who live in one of our five Care Homes.

Jigarkumar Patel

Jigarkumar
Patel is a graduate of Gujarat University with a bachelor’s degree in chemical
engineering.  He procured certification
as a Charter Life Underwriter (CLU) in 2021 and a Certified Financial Planner
(CFP) in 2022. Jigarkumar is a licensed insurance professional with extensive
knowledge of a variety of insurance products, specializing in life insurance
and living benefits.

Jigarkumar
is an experienced insurance advisor and, since 2016, the founder of A Saachi
Insurance and Investment Services Inc. With over 10+ years of experience in the
insurance industry, Jigarkumar has built a reputation for providing
comprehensive insurance solutions tailored to his clients' unique needs. He has
been working with PPI since 2010 as an advantage advisor.

Jigarkumar's
expertise lies in helping individuals & business owners navigate the
complex world of insurance, providing personalized guidance and support to
ensure they have the coverage they need at a price they can afford. His
commitment to his clients' satisfaction has earned him loyal and long-term
relationships.

Jigarkumar
acts as C.F.O. for his clients to provide estate planning, retirement funding
planning, corporate re-organisation and tax planning strategies. He has
established network of professionals - accountant, estate lawyer, money manger,
lenders to provide 1 shop solutions for his clients.

When
Jigarkumar is not working with clients, he enjoys spending time with his family
and is an avid watcher of films. 

Email: jigar@saachinsure.com

Cell: 647 403-5560

www.saachinsure.com

I am a graduate of St. FX University (B.B.A. 1982) and have been in the Financial Services Industry for almost 25 years. 

The focus of my practice is to provide my clients and their families with the support needed to achieve and maintain financial security.       

Carlos Perez has over 20 years experience as a Senior Wealth Advisor at Scotia Wealth Management in Toronto.  Leads a 5 person team focused on helping families located both in Canada and in select jurisdictions abroad meet their financial goals within the stability and strength of the Canadian financial system.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 18 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 18 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

Private Banking 1859 offers a discretionary investment management
offering, guided and directed by senior leaders of NBC. Professional portfolio
construction is comprised of the following functions: Asset Allocation,
Investment Strategy, Manager Selection, and Portfolio Management.