Graduate of University of Windsor School of Law
* Member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law School
*LL.M (ADR) Osgoode Law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes
* Certificate in Elder Law Osgoode Law School
* Extensive experience in Wills, Estates, Powers of Attorney
* Family and Elder Law Mediation
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.