About Patrick Briscoe, founder of Bayswater Wealth Management
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand.
Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.
Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.
When not at the office, Patrick is spending time with his wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.
Business succession planning is a complex issue, especially when it involves family members. How can business owners ensure their retirement income stream is protected when they retire and pass the reins to their kids? How can you transfer it without excessive tax consequences? How do you fairly compensate their kids who aren't inheriting shares of the business? (Keeping in mind that fair doesn't necessarily mean equal). We can also help individuals prepare in advance to act as an executor for a deceased business owner when the time comes.
My team will work to deliver customized solutions, giving you peace of mind your kids will be treated
fairly, taxes payable will be minimal, your retirement income will be protected, and your business will be kept in the
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.
Chet is dedicated to educating the public about the importance of
comprehensive personal financial planning. Chet's professional
qualifications include Certified Financial Planner and Registered
Financial Planner designations. Chet is Past President of the Institute of Advanced Financial Planners.
He has been a frequent guest on local radio and television
programs and has contributed articles to the press on the subject of
Chet became an independent financial planner after spending
a number of years in the wealth management subsidiary of a large
financial institution. He is experienced in all aspects of personal
finance including investments, estate planning, retirement planning, tax
planning and trusts.
Chet was the Regina Chapter of the Canadian Association of
Financial Planners nominee for the 2000 National Member of Distinction
Award. He is a former board member of Value Partners
Investments, an advisor owned mutual fund company. His firm was the Better Business Bureau of Saskatchewan Torch Award winner in 2006.
Chet was listed as one of Canada's Top 50 Advisors by Wealth Professional magazine.
TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our support to meet your individual needs. The Change Manager Inc. helps families successfully Plan, Prepare and Communicate their wishes.
Randy has lived and worked in Westman his entire life. He graduated from the Business Administration program at ACC and soon after began a 35 year career in the Manitoba credit union system. During that time and since his retirement in 2016, Randy has been active on a number of community boards and service clubs such as Lions, Kinsmen, the Brandon Area Community Foundation and the Brandon Chamber of Commerce. He also served on the boards of Credit Union Central of Manitoba and the Co-operative Development Foundation of Canada and currently is on the board of Westman Immigrant Services.
I have been in the financial services field for over 40 years and specialize in working with clients in the 50 plus age group. I help them to make informed retirement decisions for their money and their life.This includes a retirement income plan designed to minimize taxation and to ensure that they will not run out of money in their later life.I also review their total estate plan.All investment recommendations reflect low risk and competitive fees, deductible when possible. I am a Certified Financial Advisor (CFP) Elder Planning Counselor (EPC) and a Professional Retirement Planner (PRP), all key designations to developing your personal retirement plan.
I have 23 years experience working in the trust and estate industry for various trust companies in both administration and business development. I am an active member of the Estate Planners Council of Halton & Canadian Association of Gift Planners. I maintain the following designations TEP, STI, EPC, MFA-P. Trusted Legacy provides a full suite of legacy planning and organizational services, planned giving strategies and assistance, advisor education and client seminars and agent for Executor, Trustee, and POA services.
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance. His expertise is custom investment plans, pensions, estates, and personal income tax. He is also an Elder Planning Counselor. Please see www.bryce.ca for more information and testimonials from clients.