I am a CPA, CA, CEA and Certified Financial Planner. In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams. Effective tax strategies are essential elements of proper estate planning.
Kam Grewal practices in the area of wills and trusts, estate planning and administration, corporate/commercial law and real estate transactions. He obtained his law degree from the University of Alberta followed by this TEP designation, as a registered trust and estate practitioner, from the Society of Trust and Estate Practitioners. Kam is able to leverage new technology to service his clients all over BC and neighbouring provinces.
As Sagium's Chief Operating Officer, Chief People Officer, and Compliance Officer my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper planning. Helping our clients with advice as an executor is just another part of how we can assist.
I am a partner at a financial planning firm called Sagium
We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services
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.
Working with KPMG LLP as an Accountant with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice where I performed bookkeeping, research, tax return preparation and also worked in audit engagements for various clients.
*Views expressed are my own,
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
As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning
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.
I am a strategic Estate and Financial Planner with over 25 years experience. I work primarily with high net worth individuals, private business owners and incorporated professionals.
I specialize in the areas of corporate benefits, pensions, retirement, tax and estate planning. This knowledge and experience allows me to provide guidance through a holistic planning process focused on tax driven retirement and estate solutions. I couple this with a strong belief that the best advice is unbiased advice and make my recommendations accordingly.
Specialties: Estate and Tax Planning, Retirement Planning, Corporate Benefits Programs, Corporate Owned Life Insurance, Wealth Preservation, Charitable Gifting, Supplemental Pension Funding
Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner.