I am an employee with MBI Financial Inc for 27 years. I specialize in selling guaranteed investment products, life insurance products and mutual fund products. I am life insurance licensed as well as mutual fund licensed. I have completed the course in Registered deposit broker also. In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on.
As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.
Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.
Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.
Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.
Specialties: service to Spanish and German speaking clients.
Plan with Joy Financial Services Inc. specializes in Permanent and Term Life Insurance, Critical Illness Insurance, Income replacement plans, Individual and Group Health and Dental benefits, GIA, RRSP, RESP, RDSP, FHSA, TFSA, Non-registered Investments and Investment Loans.
I am a retired legal assistant. For the last 15 years of my career, I focused mainly on Wills and Estates. I help others with estate questions or even Will questions. As well, I have been the exectrix of approximately 7 estates. I have also walked other executors through the estate process in several estates, including bank appointments, lawyers’ appointments, etc.
Other than normal executor’s fees, I do not charge for my services.
I feel accreditations in this are would be extremely helpful.
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.
My goal is to safeguard families from unnecessary stress, delays, and costly mistakes by making sure they have the support and information they need throughout every aspect of life.
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