Holistic financial advisor
Digital Asset Specialist | Technology leadership
Offering services to access, secure, and manage the critical data executors need.
A active executor myself, I work with testators and their executors to manage risk and uncertainty surrounding the timely access, security, and accuracy of personal data.
As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE.
Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 8 Wealth Advisors, 16 Private Bankers and a amazing team of 4 Private Trust officers. We cover from Hwy 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto Area. I am a CFP, RRC, CIFP and CEA.
I am a Sr. Legal Assistant at Taylor McCaffrey LLP with over 20 years of experience working on estate administration matters.
I support Taylor McCaffrey's estate lawyers, particularly Solange Buissé and Diana King, on estate administration and incapacity matters.
Growing up in Naples, Emma is wholly connected to the community and loves living in paradise! Prior to joining her Mom, Jane Wood, at John R. Wood, she was working in Toronto for a boutique investment firm focused on client services and business development. Emma is also a Certified Executor Advisor. Providing the ultimate concierge experience is imperative for Emma, and working on a team only enhances the boutique-style approach that Jane has cultivated over the years. Emma graduated from Bentley University with a Bachelor's degree in Entrepreneurship and Business Management. In her free time, Emma enjoys working out, playing tennis, trying new restaurants and is an avid shopper!
Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins.
"The better I am able to get to know someone and what they are trying to accomplish, the better the guidance I am able to offer them and the better the decisions they can make to reach their goals."
Wade helps clients to prepare their estates to maximize the benefit to their eventual beneficiaries and ensure that the executor can wind up the estates as efficiently as possible to minimize stress and problems. He also helps executors by coaching them on the steps that need to be taken and providing the tools to make it as easy of an experience as possible.
Bill has been a financial advisor and planner since 1996. His focus, and that of his team, has always been on planning first. In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I able to truly provide the financial advise and counsel that clients are looking for." Bill has B.Math, B.Ed, CIS, CLU, CFP, CIM and CEA designations.