Find a CEA

I have been a paralegal for over 25 years that specializes in Wills and Estates.  I am a member of the Alberta Association of Registered Paralegals.  In addition to preparation of estate planning documents I assist with probate and grant of administration and travel to client's homes where mobility is an issue. 

Lauren is an associate lawyer at Scharfstein LLP, a full-service law firm in Saskatoon, Saskatchewan. 

Lauren
maintains a general practice with a special focus on corporate and commercial
law, wills, trusts and estate planning, and estate administration. 

Providing the following services:

-Accounting, bookkeeping, Financial Statements prepared for Income Tax Purposes

-Income Tax preparation and planning-personal, small business and corporations

-Financial and Tax Planning

-Consulting

I am the Owner and President of McKenzie & Blundy Funeral Home & Cremation Centre.  I am also a licenced Funeral Pre Planner with the Bereavement Authority of Ontario, Aftercare Specialist and a  Bereavement Counsellor trained with  Centre for Life & Loss Transitions and Kings College. 

I am a Wills, Estates and Trusts lawyer in Vancouver.  I work with individuals to implement effective plans for transition of wealth, business succession, incapacity, disability and other related needs.

I also work with Executors and Trustees to assist them in carrying out their duties and responsibilities in these roles.  In particular, I assist with probate applications, identifying assets, ambiguous Wills, accounts, distributions, and other complex legal issues that can arise in the course of the administration process.

Kim is a seasoned advisor with 18 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients.  She believes financial planning goes far beyond the numbers.  She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective.  In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.

Kim lives in Bolton with her husband and 3 daughters.  She is a community advocate and is a proud member of the local chamber and is a past Chair.    

Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), is Life Licensed and an Investment Representative, and a securities licensed Financial Advisor. 

I have:
• 7 years of providing high quality insurance and investment services for individuals and corporations
• 10 years of wide industry experience in financial administration and mathematical optimization
• 5 years experience in strategic planning and corporate programs integration
• 3 years experience in sales and marketing
• Experienced team player with excellent interpersonal skills and the ability to mentor juniors
• Highly motivated, creative and energetic, excellent problem solving skills, ability to solve complex problems under pressure, ability to motivate and help other team members, strong sense of responsibility

I have been in Life Insurance and Investment planning business for families that require good understanding of the importance of planning for the future life after work and transfer assets accumulated during their lifetime to their spouse and children with minimum tax impact.

Danielle brings 15+ years of banking experience and an education focus to Anholt Group Private Wealth Management in Saskatoon. She has her Personal Financial Planner (PFP®) designation and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.

Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.