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CFP, EPC, CHS, CLU, CCS

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Personal financial planner c/w investments, estate planner, personal tax prep

Designations

Chartered Financial Planner, Elder Planning Counselor (EPC)  Certified Executor Advisor (CEA)

Been with Investors Group for past 11 years. The last 8 years as Regional Director for IG in st . Johns , NL 

Stepped out of Regional Director role in May 2017 to concentrate on building my book of business specializing in high net worth clients. My current boom is $73M. I have a BA and MBA

Provide investment solutions that offer clients a comprehensive, fully diversified portfolio encompassing mutual funds, exchange traded funds, stocks, bonds, and GICs. Ensure investment recommendations are suitable and align with client’s financial goals, objectives and risk tolerance. Respond to client requests, inquiries, and concerns promptly and efficiently. Preparing, analyzing, and presenting reports and recommendations. Adhere to regulatory policies by staying up to date with all industry rulings and practices through continuing education.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Only the products offered with Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund

Tania Dupuis is a graduate of Simon Fraser University and is currently a candidate member of the Appraisal Institute of Canada. She has been working with S. Rayner and Associates, Appraisers & Consultants since January of 2018. Her job description has included assisting in all types of residential appraisals including assignments dealing with estate, litigation, and mortgage work. S. Rayner and Associates has been in business for over 35 years providing comprehensive appraisal work in the residential, commercial and industrial fields.

Suzanne has been the driving force behind the business for over 12 years now.  Building a team of strong partners to assist families, business owners and their staff with their financial situations. We offer knowledge and expertise with insurance products to support themselves and their families now and into the future.

Simplified is a financial services business, dedicated to sharing our truth with everyone, and with a caring heart, you can be assured that we will be with you every step of the way

Sonia Egey-Samu is a Retirement Tax & Estate Planner with Clarity Wealth Counsel in
Campbell Business Park, St. Albert. Her company has been awarded Top Wealth Advisory Team in St.Albert for the past two years.

She is an active member of the Edmonton Estate Planning Council (EEPC), Entrepreneurs Organization (EO), and President of the Certified Executor Advisors Network (CEAN) chapter in Edmonton. Professional designations include Financial Planner (PFP), Chartered
Investment Manager (CIM), and Fellow of the Canadian Securities Institute
(FCSI).

Sonia's area of specialization is Retirement Tax & Estate Planning and has been helping Albertan's retire since 2004. A passionate family woman, Sonia lives and works in St.Albert with her husband and daughter. 

Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan.  Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.

After completing her university education, Shannen lived and worked in South Korea from 2003 to 2005.  During that time, she travelled and worked in various countries and cities, and has many interesting stories to share.

She started her career in financial services in 2007 with Sunlife Financial where she was the Long-Term Care Insurance Specialist.  From there, she moved to CIBC Imperial Service where she worked as a Financial Advisor for high net-worth clients serving the Prince Albert and La Ronge branches.  In 2010, she moved to Thierman Financial, where she handles insurance, investments and lending products with a focus on educating and advising clients to help them meet their goals.

She received her Certified Financial Planner (CFP) designation 2013 and is a member of Advocis, the Financial Advisors Association of Canada.  Shannen is a board member of the Canadian Cancer Society, Prince Albert division, and a board member with Habitat for Humanity.  She is also president of Prairie Women's Networkers.  She has served on Chamber of Commerce committees and volunteered with Meals on Wheels and Junior Achievement.  She currently volunteers with the Canadian Cancer Society, and the Prince Albert Raiders hockey team, teaches the Homeowner's Education Program for Habitat for Humanity and assists with the family selection process.

In her spare time, Shannen enjoys spending time with friends and family, traveling, reading, writing, yoga, music and running.

Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs. 

We work with strategic donors. We function as a comprehensive gift planning outsource service for small-to-medium sized charitable organizations. We support the planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.

Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development of your comprehensive plan. Together as a team, through understanding your unique needs, identifying your goals, and addressing your questions, the process of building the foundation of your customized financial plan is set in motion.

As a respected professional with more than 30 years' experience in the financial services industry, Gordon's advisory expertise and customized planning for his clients have created the cornerstone of his success. Gordon is recognized by his clients as an individual who possesses exceptional listening skills, presents all options, builds on facts, is realistic, family oriented, and demonstrates a high degree of integrity. He is a life long learner and continues his education through seminars, conferences, print media, internet resources, money manager symposia, personal development, professional development, and collaboration with his colleagues.

Kearney Funeral Service is a full service funeral home with 4 locations in the lower mainland of British Columbia.  We provide a full compliment of At Need and Pre Need Counselling, Advice and Bereavement Support.

I manage the Pre Need Division for Kearney Funeral Service throughout the company network. I have proudly been connected to Kearney’s for over 40 years through being a customer and now as a valued member of their team of talented, compassionate advisors.