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 have over 17 years of experience in the Financial Services Industry. My career began working with clients of Financial Advisors assisting them with their cash flow and mortgage needs. My career then expanded into full financial planning. My experience in the industry has taught me that very few Advisors offer full financial planning. I am passionate about assisting clients in all aspects of their finances both for current and future needs.
I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs.
I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 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.
I am a Certified Executor Advisor recently completing the CICEA curriculum and exam. After spending 30+ years as a successful National Advertising Executive in the broadcast field of radio, I experienced a personal loss of two close family members which began a journey of education and enlightenment involving the familial stages of terminal illness, grief and death and the daunting task of the transfer of family assets. This resulted in my fulltime commitment to the field of estate and testator family planning with the intention to become a valuable, sensitive and knowledgeable advisor.
I live with my wonderful partner, Kerry, in Calgary and we have 3 adult children between us, and two grandchildren, so needless to say, there is always a fun family event that is being planned or executed!
CFP. with 40 years in the Insurance Brokerage field.
Has a unique Estate & Income Projection Software.