I am a Senior Financial Planner with TD Waterhouse for over 12 years and over 27 years experience in Financial advisory role.
I am expertise on Retirement, Education and Investment planning.
We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property and personal care - empowering them with knowledge and know-how. We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value. We work with your chosen current professional advisors and supplement them with our professional team, if necessary. Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate/trust accounting and prepare the court appointed books in passing form.
CFP. with 40 years in the Insurance Brokerage field.
Has a unique Estate & Income Projection Software.
I am a full service financial brokerage providing you education, empowerment and direct access to products and services usually reserved for the high net worth. The financial landscape is such, that we will witness the largest wealth transfer to the next generation(s). It's imperative to have someone on your side, guiding you through this. Not only can I assist you as a client, but I can also assist you in a career shift into the wonderful world of financial services.
Isabelle educates her clients about the many tools available to help them achieve their financial goals with a calm and stress free approach. She helps clients identify what is important to them, crystallizes their goals and timelines and collaboratively
creates customized wealth and risk solutions to meet those goals and maintain
peace of mind.
Isabelle is a Certified
Executor Advisor (CEA), a licensed Life Insurance Broker and financial advisor
(LLQP). She also holds a Certified Human Resources Leader (CHRL)
designation and is a good standing
member of both Advocis (financial planners) and HRPAO (human resources) associations.
Isabelle is also a strong supporter of her regional
community as a member of the Gravenhurst Chamber of
Commerce. She is also a very active Volunteer and Financial Committee Chair, and serves as Board Chair & Treasurer for YWCA Muskoka charitable foundation in Bracebridge.
In her spare time, Isabelle can be found on the golf course with her hubby, creating in her kitchen, puttering in the gardening and enjoying Netflix dramas.
Sim Gakhar is a results-driven financial advisor inspiring tremendous change in businesses , individual insurance and investment planning. Sim has great passion for working with people, and providing solid solutions to their financial problems.
Born in Delhi, India to parents who were teachers, and collectively a family of teachers, she took up the teaching mantle herself including earning her Bachelors in Education and Masters degree in Sociology. Subsequently, she realized she wanted to do more in the financial field, especially Insurance. Today, she has gained strong qualifications such as her Certified Health Specialist (CHS) and Elder Planning Counselor (EPC) designations. Her discovered purpose drives her to help these clients take ownership of their financial futures, helping people at all levels of income and every stage of life because investing for the future is one of the most important things people can do for themselves and their families. Sim has qualified for the prestigious Million Dollar Round Table and is an active member of Advocis (The Financial Advisors Association of Canada.)
Clients highly appreciate her patience, innovative ideas, ability to analyze situations and provide reliable solutions for their financial situations.