Licensed for life and health since March 1978.member of Advocis till 2005.
As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley. I bring over 14 years experience in Financial Services to my role as an Estate and Trust Advisor in BC.
My depth of experience, coupled with my professionalism and dedication to client service serves me well in my current role. I understand that the role of an executor is a difficult one and will take time to make sure my clients are aware of the complete range of estate and trust resources that are offered by RBC. As an expert focused executor services, I help executors to identify where RBC can help to life the burden of an executorship, wether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf. A graduate of UFV with a diploma in Business Administration, I have continued to deepen my knowledge and expertise with key industry designations such as the IFIC and BCO.
I presently hold the following designations
Chartered Life Underwriter
Chartered Financial Consultant
Elder Planning Counselor.
Certified Executor Advisor.
I help clients make smart choices about money.
I am honoured to introduce to you another way I can serve your family.
I have recently completed the course offered by the Canadian Institute of Certified Estate Advisors and successfully completed the Certified Executor Advisor Examination.
As a licensed Funeral Director (Class 2) in Ontario with the CEA designation, I can be a great resource to my families and community.
Specifically I can:
After the death occurs I can:
45 years providing life insurance solutions for family and business. Helping clients achieve retirement goals and providing estate planning assistance.
Brenda has worked in the financial industry for almost 34 years. The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry. Her focus is on bringing her clients Peace of Mind as they navigate through the potential complications of dealing with estate issues. She also has the personal experience of dealing with a complicated estate due to the death of a loved one and knows firsthand the issues those left behind face. Her skills also extend to assist those wanting to organize their affairs in advance.
Getting to know my clients and improving their financial, physical, mental well-being is one of my highest priorities. As a knowledgeable advisor, I work with my clients to create a personalized long term retirement and estate strategy. After implementation, we monitor it closely so that their lifestyle can be maintained while enjoying a comfortable retirement and having "peace of mind", knowing that their affairs are in order and complete. With over 25 years of experience navigating through my clients many life experiences, you can trust me to get you where you want to go.
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation. My goal is to educate investors so they are aware of the choices they have made. It is important for me to have a relationship with you not your money.
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.
Born and raised on the West Coast, I have been a Realtor in the Greater Vancouver and Fraser Valley area since 2008. My business specializes in Estate Sales, sensitive family situations (divorce, financial challenges) and difficult transitions. I am so appreciative of the trust my clients place in me, and are thankful for their ongoing referrals. The CEA designation will further enhance my ability to help with Executors, who are suddenly in a position they may have very little knowledge of and need guidance. I am proud to add this to the list of services I provide.
CLIENT TESTIMONIALS :
"Sharon was the right realtor we needed when it
came to selling a family member's house. My wife and I found her helpfulness
and knowledge to be invaluable, her sense of humor and wit really took the edge
off our stress. I highly recommend Sharon's expertise to anyone in need of a
realtor. No amount of thanking her will ever be enough for what she has done." Bob Brook
"For anyone looking for an honest hardworking realtor, I
highly recommend Sharon Greysen. She helped me sell my home and find a perfect
place to buy shortly after my husband died. She put no pressure on me and in
fact suggested I might want to wait until I was sure I was ready. I appreciated
that so much." Shelly Coppendale
"I found Sharon so helpful when I sold my home. I was recently widowed
and she guided me through the process.She listened to my concerns, went out of her way
to help me with preparing my home to sell.Sharon is professional, very competent and
honest, and impressed me so much that I recommended her to my family and they
found the same qualities in her." Leila Crozier
"Sharon is determined, tenacious, funny, respectful and
thoughtful. She helped me to sell and buy my latest home. Both were challenging
due to an ever-changing market and my very specific wants/needs. Sharon was
completely patient and never once did I feel rushed to make any decisions
without thoughtful consideration. Sharon always had up to date research/market
information and made sure I had all of the information I needed for anything
that I considered purchasing. I would highly recommend working with Sharon for
your real estate needs." Elizabeth Hadley
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.