Sylvia Carruthers , B.Sc.(O.T.), LL.B, a senior lawyer currently practising law in Alberta has been assisting clients in estate planning and administration since 1983. She practised law in Ontario for many years so is ready to assist those with estates involving either province or a combination of both.
Sylvia focuses on problem solving and dealing with the individual needs of each client, resolving issues by extensive communication and investigation, rather than stock answers. Her focus is on her clients and their issues and providing exceptional service to them.
Sylvia looks forward to assisting people with the extensive and complex issues of being an executor or personal representative and looks to gain your trust as your advisor.
A trusted Financial Planner with 30+ years of extensive Estate planning experience. Very approachable and easy to deal with. Completely independent with no in house product bias.
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.
As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs. Services include document organization, bill payment with statement reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.
1. A senior whose spouse handled all of their finanical affairs and that spouse is now experiencing cognitive or physicial decline; is in care or has died. The remaining spouse is overwhelmed and doesn't know where to turn for assistance.
2. An individual named as a Personal Representative who has never dealt with an estate and is overwhelmed and doesn't know where to turn for assistance.
My initial career was healthcare (BN). After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.
My goal for you is Peace of Mind around day to day management of your financial affairs. We will achieve this through a mutually rewarding and ongoing client relationship.
I work as a Senior Financial Planner at TD Wealth. I help client setting and achieving their retirement goals. I hold my Certified Financial Planner (CFP), CIM, FCSI. I am also a Certified Retirement Specialist and LLQP life insurance licensed. I recently obtained my Diploma in Certified Executor Advisor (CEA).
Providing independent advice to help you confidently make your financial decisions. Experienced professional advice with solutions to your investment, insurance, lending, and financial planning needs. As a Certified Financial Planner with additional designations, and experience in different areas of the financial industry, you can be assured you're making the right decisions for your future.
Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast with an ever-changing array of financial products and the evolving economy they’re designed to serve.
I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.
As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.
Looking forward to working with you!
I became a Sun Life Financial advisor in 2018. Since then, I’ve had the privilege of working with many clients and their families across the greater Toronto area. I am also a QUALIFIED ASSOCIATE FINANCIAL PLANNER™, QAFP™ professional.
My mission, is to help Canadians achieve lifetime financial security should they live too long, die too soon, become sick or disabled.
My services include financial planning, health and life insurance, wealth, and group benefits.