Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation.
Eileen is currently an independent advisor and consultant, working with her own clients and supporting other advisors on business development or complex cases. Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations. Her committee work included CIPS and LIMRA. She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, and President roles on various boards. Her volunteerism has been dedicated to community and charities for causes of poverty, the environment, the elderly and board member education.
W.R.(Bill)Black CIM, CFP, CEA, EPC, Providing financial advice to Business Owners and their families for 25years. The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth Management Plan for Private Business Owners. Bill helps Clients develop Business Exit Strategies and Estate plans.