Financial Adviser focusing on Estate and retirement Planning.
30 years experience in the Financial Services Industry with a CFP and CLU
Serving a small group of clients in Northern and Southern Ontario>
executor is one of the hardest jobs you will ever have…until now! Introducing
Executor Helpers. Whether you are pre-planning or administering an estate,
Executor Helpers understands what you need to do and will help you bring the
Executor Helpers can help pre-plan
your estate so your
executor is better able to find the information when they need it most. Traditionally,
this involved a file/list of paper documents left for your executor but in an age where many of our documents
and assets are in digital form, your executor might encounter major hassles
when it comes to accessing this information. In fact, your executor is
not legally entitled to your online assets. Through the use of existing password
management software (LastPass, PasswordBox, etc.), Executor Helpers can help
you record all information required by your executor. The advantage of this type of planning is the
information is stored electronically, password changes are updated
automatically and you can set-up your executor to have immediate (or delayed)
access to the information in the event of an emergency.
Are you currently acting as an
executor and don’t know where to start? Executor Helpers can
also be your helping hand or resource base during this difficult process. There are many executor checklists available
online but they are usually slanted to the information required by the
provider. Executor Helpers has spent considerable time consolidating
this information into one checklist that can help executors through the process
in a logical fashion. This checklist is
free of charge on our website www.executorhelpers.com
and includes tips and links to crucial sites required to complete the process.
Executor Helpers can also:
Help safeguard residence and assets.
Arrange for third-party pick-up and removal of items.
Sort and prepare household items to keep, donate, dispose
Determine the best method to dispose of uncommon items
(guns, machinery, etc.).
Digitize photographs so they are preserved and can be shared
with all interested parties.
Create memory books of special items that beneficiaries can’t
keep or don’t want to keep.
Find new homes for inherited items.
Licensed for life and health since March 1978.member of Advocis till 2005.
I presently hold the following designations:
Certified Financial Planner
Chartered Life Underwriter
Chartered Financial Consultant
Elder Planning Counselor.
Certified Executor Advisor.
I help clients make smart choices about money.
Diane has been working in the financial planning field for over 25 years. As a CFP she educates her clients in all areas of finance enabling them to make the most informed decisions possible.
We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.
Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.).
As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.
Let us put your mind at ease. We have the solutions to meet your unique needs.
Registered discretionary Portfolio Manager and Corporate Insurance Advisor. I have the- FMA , FCSI , LLQP and CEA designations.I Have been a business owner my whole career in Financial services and was a founding partner of a Portfolio Management firm (sold) and now registered with KAI-Asset Management Inc.for B.C and Alberta.,we are an Alternative Asset Manager,Stocks- Dividend payers,Bonds,Private Real Estate and Private Equity-My full profile can be viewed on Linkedin. .I see this course as a natural fit with my dual licensing focus.Thank You. 1-250-202-1127 ,e-mail -firstname.lastname@example.org Terry Gwilliam
Max believes that his friends, clients and customers deserve the very best that life has to offer.
He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.
“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.
I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.
“I want the very best for the people who put their trust in me”
Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.
Max’s certifications and expertise include;
International Property Specialist
Resort and Second-Home Property Specialist
Seniors Real Estate Specialist
I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.