Green and Company’s Professional Accountants offer a comprehensive
range of services to help you manage your finances with ease. In
addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning. Our experienced and detail-oriented team will ensure
that all your financial affairs are managed effectively, from handling
complex tax matters to providing guidance on managing your estate. You
can rely on us to help make your accounting-life stress-free and to help
you achieve greater success.
Real estate has always been part of my life.
I grew up in a family of Realtors, so conversations about homes, negotiations, and helping people move through life's biggest milestones were part of everyday life. Long before I became a Realtor myself, I was learning that buying or selling a home is about far more than bricks and mortar—it's about people.
As a teenager, I worked in construction and at several local businesses in Toronto's Beaches, including Meat on the Beach. Those experiences taught me the value of hard work, attention to detail, and building lasting relationships within the community I now proudly serve.
Before real estate, I spent years in the waterproofing industry. My former employer remains a close friend, and today I have the privilege of serving as his family's trusted Realtor. That relationship means a great deal to me because it reflects the kind of long-term trust I strive to earn with every client.
I also serve in the Canadian Army Reserve, where I have spent the majority of my military career with the 48th Highlanders of Canada. In 2005, I deployed to Afghanistan. Military service has shaped who I am—teaching leadership, integrity, adaptability, and the importance of staying calm under pressure. Those qualities continue to guide the way I work with my clients every day.
I entered real estate in 2008, and over the years I've had the privilege of helping clients through nearly every stage of life. I've celebrated first-time home purchases, helped growing families find more space, assisted with investment properties and rentals, and guided clients through some of life's more difficult chapters, including divorce, financial hardship, and the loss of a loved one.
No two transactions are ever the same. Every situation brings its own challenges, and my role is to help make the process as smooth as possible.
My job doesn't end with paperwork.
Whenever I can, I'm happy to roll up my sleeves. Whether it's arranging trusted trades, coordinating painters, organizing repairs, helping prepare a home for sale, or even making the occasional run to the dump, I believe that exceptional service means doing whatever reasonable task helps my clients achieve the best possible outcome.
Over the years, one area has become especially important to me: estate real estate.
After my father's partner passed away without a will, my family experienced the estate process firsthand. Fortunately, we had a knowledgeable family friend who guided us through it. The experience opened my eyes. I realized that much of what I thought I knew about estates and probate was incomplete, and I began studying the process in depth.
That journey led me to become a Certified Executor Advisor (CEA).
Since then, I've developed a particular passion for helping executors and families navigate one of the most emotionally and financially significant transactions they may ever face. I've also seen firsthand that estate properties are often marketed very differently. Some are presented exceptionally well, while others miss opportunities that can significantly affect the final sale price.
Helping families understand those differences—and ensuring every estate property is prepared, marketed, and sold with the care it deserves—has become one of the cornerstones of my business.
Whether you're buying your first home, preparing for your next chapter, or settling a loved one's estate, my commitment is simple:
Treat every client the way I would want my own family to be treated—with honesty, hard work, practical advice, and a willingness to go the extra mile.
Self employed fee-only financial advisor for over 30 years. I have held the CFP and R.F.P. designations for 27 and 28 years respectively
I am a former owner of a fee-only financial advisory firm and we prepared approx 400 personal T1 tax returns, 75 corporate tax returns and 8-10 trust returns annually.
I recently completed my CEA (Certified Executor Advisors), and enjoy assisting executors and trustees to ensure they fulfill their legal obligations.
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.
A Human Based Business based on The 4 Way Test. We never forget that our clients are real people and together we arrive at very personal solutions and goals.
Our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork and corporate support.
I am a CPA CA LPA for over 40 years. I have provided tax and consulting services to small and medium sized businesses and individuals
I am a Project Management Professional, having taken several $100MM projects from concept to customer. Managing an estate is a project, with stakeholders, tasks, dependencies, durations, quality controls and (most importantly) communication. These are all aspects of project managers, but in addition, I bring a sensitivity to the emotional side of the equation that is critical to the successful disposition of an estate. I do not bring professional experience as a lawyer or accountant, I bring the personal experience of having participated in the *planning* of estate *processing* with testators, and then losing those loved ones and needing to "close out" their lives both in the financial and emotional senses.
As Sagium's President, and Compliance Officer, as well as Wealth Strategist, 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
Jeanni Guenther - Certified Executor Advisor
Family Service Counselor at Dignity Memorial
With over a decade of experience in pre-need planning and aftercare, I am passionate about guiding families through one of the most important and sensitive journeys of their lives. As a Certified Executor Advisor and a proud member of the Dignity Memorial team, I specialize in helping individuals and families navigate the complexities of estate and funeral planning.
My goal is to ease the burden during a challenging time and empower executors and families with the tools they need to settle estates effectively and with care.
When you choose to work with me, you’re not just receiving professional guidance—you’re gaining a trusted partner who understands the importance of honoring loved ones while managing the practicalities of estate planning and administration.
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.
Have been doing personal and business taxes for the last 25 years and have been into mortgage and insurance industry since 2005 as well which makes me feel comfortable that I am well suited and ready to help clients in that Field.
Sanjay Gupta had a passion for "Financial Freedom for all" and made this his PURPOSE and then his life's PROFESSION.
Equipped with a wealth of experience in attracting and retaining customers and building long-term relationships with ETHICS with UNBIASED and Comprehensive Financial Advice, he is growing exponentially with a team to be proud of at Mode Money Managers Inc.
Every client is a VIP and gets the utmost care and diligence with a relationship that has cascaded to even the next generation for many.
Blessed to have high-net-worth clients in Canada and overseas and humbly managing millions in investments with the right advice to families for Insurance, Risk mitigation, and Life dreams.
We strive to continuously update, upskill and upgrade ourselves to a good understanding of the world financial markets and welcome the change we want to have for Financial Freedom for ALL.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE