Find a CEA

I obtained his financial practitioner license in 2015 and has worked with Elite Wealth Management since then to help countless clients make sense of their financial affairs. Being a small business owner himself, I understands the difficulties tax erosion poses to a corporation and has solutions to help. His true passion, however, lies in helping the next generation. I obtained my Succession & Estate Planning Specialist Certificate in 2019, and looks forward to helping even more corporation plan, families plan for their future, their children, and the causes they care about.

Marita brings over 30 years of experience working with clients and families confronted with finite and non-finite loss as a mental health nurse, thanatologist, aging life care professional and, most recently, client coordinator and executor advisor at Husseini Edward LLP.

At Kaleidoscope Financial, we help individuals and families reach their financial goals by following our investment principles: 

• Maintain Objectivity
• Manage Risk
• Be Tax Smart
• Be Cost Effective

CERTIFIED FINANCIAL PLANNER®

wealthstrategies.com

Helping business owners and entrepreneurs navigate the realm of accounting and taxation by providing books to tax solutions to make accounting easy, reliable and stress free.

Tim Murdock, EPC

Financial Security Advisor since 2001

Offering:

Life Insurance, Accident & Illness Insurance, RRSP's, TFSA's, Non-registered investments.

I work with and protect the family market and have received many referrals over the years due to the method of my client relationships.