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.
Eva Pomponi - Senior Private Wealth Advisor National Bank I have over 25 years of financial services experience including I have the Certified Financial Planning Designation; I am a Chartered |
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.
I have been in the Insurance and Financial Services Industry for over 40 years. With my commitment to service and my dedication to serving individual families and Business owners , I have built a successful practice that is a testament to only one word "SERVICE". As my clientele is aging and they are moving their assets to the next genaration, I have been called to assist informally with their last will and testaments.
The CERTIFIED EXECUTOR ADVISOR will certainly enhance my knowledge in this process and I hope to help and assist other excutors as I move my practice forard in this direction.
My educational qualification are as follows:
BA ( Uof T)- 1976
Entered the Business with a large Insurance company from 1977 to 2007.
fromm 2007 to the current time, I am an independent Insurance and Financial advisor with a large MGA.
CLU- designation in 1984
CFP -designation in 1997
CH FC-designation in 1989
REBC-designation in 2002
GBA- designation in 2002
EPC- designation in 2005
Welcome to South Western Ontario! Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?
My firm, established in 2010, focuses on clients with less than $500,000 of assets. Typical Ontario families that need to save for college, build for retirement, or trade up or down in house size as their life ebbs and flows.
With a focus on the Estate of a person, my firm brings council, guidance, education and compassion to the transactional process of Estate building, preservation and disbursement. Areas of focus are:
Personal Property Appraisal,(Sub Specialty: Numismatics), Medically Complex Life Insurance Coverage, Investment Management, Commercial and Residential Real Estate.
My firm operates off of one simple founding principle:
"How Can I Help?"
I work in the high net worth market, with professionals and Business person. I work with individuals that make more than 1MM in there companies, with more than 500000 profit. or companies with 5mm to 50 MM in revenue. I am there quarterback in all of there financial issues, personal or business.
Dave Ratke, holds a CGA, CPA designation. His background spans over 25 years of progressive experience in Edmonton, Alberta, and surrounding areas in the industries of construction, manufacturing, oil and gas, and forestry. Dave is a highly accomplished finance professional managing successful finance departments in private and public sectors, as well as public company experience in both Canada and US jurisdictions. Dave also has previous experience as a privacy officer and is currently a Commissioner for Oaths.
A practical, balanced, and realistic approach, educating individuals on fundamental financial options, and decision making.
Services: Insurance & Investments for individuals, corporations
Background, Experience & Education:
- Litigation & Appeal, Court Mediator (Family & Commercial)
- Business degree, Law Study, Mediation/Arbitration
With 35 years of experience in public accounting, I specialize in guiding estate executors through the financial responsibilities that come with settling an estate. I understand how complex and emotional this process can be, and I’m here to provide clear, personal support every step of the way. From preparing final tax returns to managing estate accounts and ensuring compliance, I handle the details so you can focus on honoring your loved one’s legacy. Helping people through this important transition is not just my profession—it’s my purpose.
I am a Financial Advisor located in Osoyoos BC. I've been practicing for 30 years, fully licensed for investments with the MFDA in BC and AB, life licensed in BC and AB, specializing in Retirement Income Planning and Legacy Planning. I am a Certified Professional Consultant on Aging.I am also an associate with GIC Direct providing banking products across Canada.
Designations: HBSc. in Geology, CPCA
October 30th 2025 - Mississauga, ON.
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