Jen Denys, is the Aftercare Specialist at Haskett Funeral Homes, a program she helped launch in 2016. Bringing her expertise as a facilitator and business professional, Jen is a compassionate, supportive and conscientious guide as she assists families with much of the paperwork during their time of need. Jen is a Certified Funeral Celebrant, a Certified Professional Coach and is currently pursuing her Master of Theological Studies.
joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is
responsible for the provision of value-added services and leading edge
insurance solutions to financial advisors working in the business owner, family
enterprise and high net-worth market throughout Ontario. His role is to utilize
a team-coordinated approach to sales opportunities by ensuring business synergy
and collaboration between all marketing resources.
Daniel has over
twenty-five years of experience in the insurance and financial services
industry in the areas of marketing, national sales and distribution management
including senior management roles with some of Canada’s largest insurance
organizations. Throughout his career, Daniel has focused on enhancing sales and
marketing opportunities through the establishment of strong mutually beneficial
relationships and the development of creative marketing strategies.
Daniel graduated with a Bachelor of Science in Actuarial Science from Laval
University. A member of CALU (Conference for Advanced Life
Underwriting), Daniel has his CLU designation and obtained his
CFP designation in 2018.
Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada email@example.com
Estate and Trust Advisor working with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.
Sensitive to the difficult and sometimes overwhelming responsibilities that can face Executors.
More than 25 years of financial services industry experience. This depth of experience coupled with professionalism and dedication to client services helps me guide my clients through the complexities of estate settlement.
Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning.
Certified Financial Planner (CFP)
With about 18 years of experience in the financial industry; I became an advisor in 2011. Prior to my current role, I was an employee of Sun Life Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care, etc.
As an advisor, I guide my clients in reaching their goals with a holistic approach: risk protection, savings strategies, estates and retirement planning.
My ability to provide good service and educate clients is made possible through the consistent help of my direct and extended Teams (my staff, partners at fund companies, as well as the Wealth, Insurance and Estate support at Sun Life).
I am a father of a wonderful son and a sweet daughter; been happily married since 2005. My family support has tremendously contributed to my success.
I do spend a lot of time giving back to my community through volunteering work and other roles, and been board member and chair of various community based organizations.
Fully bilingual in French and English, speak few other languages; passionate about positivism, love cultural diversity and languages. Practice various sports and games, I enjoy cultural and eco & political discussion.
Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.
Licensed Investment Fund and Insurance within the Province of Ontario.
Certified Registered Retirement Consultant
Certified Executor Advisor
I enjoy working with my clients to help build and secure their financial futures. Together we decide what's important and develop strategies to achieve realistic goals. The world is ever changing and education is what helps us keep up. As a Certified Financial Planner CFP, Certified Executor Advisor CEA, Chartered Life Underwriter CLU, Chartered Financial Divorce Specialist CFDS, Certified Health Insurance Specialist CHS I am always learning and willing to share my experiences with others.
Business focuses mostly on financial planning, including investments, both life and critical illness insurance and estate planning.
Gregory Dobson is a Certified Financial Planner at Retirement Navigator. Gregory began his career working for Canada Revenue Agency, which has provided him with extensive knowledge of the Income Tax Act. Gregory has been in the financial planning industry for over twenty years where he developed specific estate, income tax, and financial planning skills while cultivated trusting client relationships.
Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we aim to take the worry our of the investment process.
Everything works towards the success of your comprehensive Personal Financial Plan.
Retirement & Beyond
You are about to retire or have retired, now what? Protecting your estate from unnecessary taxes and fees is what we do. We ensure your Legacy will be what you actually intended without surprises. We put the pieces together in the form of a plan, presented in a detailed estate planning portfolio. This will make the transition of your estate to the people and charities you love, as smooth as possible.