I have been working in the financial services industry since 2010. I started in retail banking and over time, my passion developed towards individual advice and planning.
Coming from a major Canadian bank, I have a vast knowledge of all aspects of personal finance, from savings, investing, lending, and insurance. I have a strong team working with me that will be able to guide you in all of life's adventures.
I was born and raised in Ontario. I attended school at Dalhousie University in Halifax where I obtained a Bachelor of Arts (Major) in History in 2009. I returned to Ontario and obtained a Bachelor of Arts (Honours) in Political Science from Brock University in 2012. I continued my education in the United Kingdom at the University of Kent where I obtained a Bachelor of Laws (Honours) in 2014. Thereafter I moved to British Columbia and in 2015 obtained a Master of Laws (Common Law) from the University of British Columbia. I was certified by the National Committee on Accreditation of the Federation of Law Societies of Canada in 2015. I split my articling training between a boutique personal injury firm in Vancouver and MacMillan Tucker in Surrey.
I am called to the bar in both BC (2016) and Ontario (2019).
I am actively involved in my community. I presently am a board member with the Cloverdale District Chamber of Commerce and have volunteered with various civic organizations in both Surrey and Vancouver.
Canadian Bar Association
Cloverdale District Chamber of Commerce
Law Society of British Columbia
Law Society of Ontario
Surrey Bar Association
LEGAL SERVICES PROVIDED:
Corporate & Commercial Law
Estate Probate & Administration
Real Estate (commercial & residential)
Residential Tenancy Disputes (landlord & tenant)
Strata Property Law (strata corps & owners)
Wills & Estate Planning
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)
Over 15 years of experience as a RBC employee including extensive background in management coupled with over 8 dedicated years to the estate and trust industry, I have honed my skills in dealing with the complexities of estate settlement — not only with the technical aspects, but also with the complex family dynamics that executors often face.
Working with clients and financial advisors across Ontario and Canada, I acts as a compassionate, expert for executors and trustees and partners alike.
Clients appreciate my sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of executor and trustee. Equally important is my ability to create a customized solutions to help them carry out their executor and trustee duties.
I work with colleagues in Royal Trust and financial advisors at RBC to help provide comprehensive estate and trust structures and effective administration for clients and partners. Having served generations of clients in all estate aspects from trusts and power of attorney to estate planning, I continue to provide my clients with strategies and services needed to provide them with peace of mind while still maximizing the estate's value through knowledgeable handling of estate and tax issues.
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.