I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families. I look at a client's whole situation and make a recommendation based on what is right for them. If using Mutual Funds or Life Insurance products do not suit the situation, I refer the client to another professional.
With over 30 years’ experience in providing tax planning and business advisory services to corporations, individuals, and trusts, Laurie continues to demonstrate a thorough understanding of complex corporate structures and transactions. This knowledge and expertise allow him to work effectively with the firm’s advisory team in recommending and implementing investment, tax, business succession and estate planning strategies that contribute to his clients’ success.
Specialties: investment, tax and estate, as well as business succession planning for owner managed businesses
I help individuals navigate a path through the challenges of Estate Administration, leveraging my personal experience as an Executor and practical experience in Tax preparation.
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 30 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear. Our services help you in advance, and during this most difficult of times to protect what matters most.
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors. I have been working with my clients since 1992 to provide investment advice that helps them realize their goals and create lasting legacies.
I am a Legal Administrative Advisor with NLCU. I am located at our Corporate Office and assist our branches and Members by helping them understand Wills and Estates.
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. I hold a Bachelor of Commerce and Economics degree from the University of Toronto. My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Working with people for the last 20 years, I understand the importance of planning! Both my parents lived into their 90's. My Dad had lymphoma and ended up living with us in the last days of his life. My mother had Alzheimer's and had to be put into a nursing home.
It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.
Digital Assets Specialist | Technology leadership
Offering services to access, secure, and manage the critical data executors need.
A recent 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.
VP and 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 now CEA.
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.