Ian received his JD from Queen's University Faculty of Law in 2013 and was called to the Ontario Bar in 2014. Ian has practised tax law since his call to the Bar. Ian has a varied practice which includes tax litigation, personal and business tax planning, and estate and trust planning.
Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.
P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected ,daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!
JANET JACKSON BA, CEA, CPCA
Financial ConciergeTM-Daily Money Manager, Power of Attorney, Estate Administrator
As a Financial Concierge, I perform day to day money management services* for those who can’t, don’t or shouldn’t. I assist older adults get bills paid and cheques deposited so they can maintain their independence and age in place on their terms.
Up to 10% of older Canadians have experienced some type of elder abuse and over 65% is financial abuse - mostly at the hands of family members.
I also offer advisor services for, or appointment as Power of Attorney, Personal Representative (Executrix) and Agent for Estate documents.
A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to provide this unique, professional, heart centered service to seniors and their families so they can have peace of mind about their financial matters.
*Daily Money Managers help seniors get a handle on their routine financial activities by advocating on their behalf, managing budgets and financial documents, tracking expenses and income, automating bill payments and managing risk related to fraud and abuse.
Patrizia has been working in the financial industry since 1996. She earned her Certified Financial Planning Designation in 2006. Patrizia spent 13 years working as a Financial Advisor. She is currently in Compliance working as a Branch Manager.
I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.
Around here, we focus on behaviours and feelings — learning how to interpret, work and thrive with them.
It took 20 years in the brokerage industry, a masters in counselling and psychology and even a fromager certificate (yes, I love and studied the art of cheese, but don’t ask me to make it!) plus a pandemic to really put my finger on the issue that plagues finance professionals. Your pressures aren’t limited to the market, client goals and brokerage needs. Let’s be honest — life happens. The risks you’re trying to mitigate involve so much more than what your typical CE course addresses. And I’m the kind of person who isn’t afraid of having these weird and difficult conversations (no judgement here!). Which is why, as an educator and mental health professional, I built an entire practice around helping you get through all this funky business.
am committed to helping clients protect their financial present and future by delivering the most effective life and living benefits insurance solutions to address their goals, needs and concerns.
By working with financial advisors to develop and maintain their in-depth life and living benefits insurance knowledge, together we can give clients peace of mind that their advisor is well-versed in industry leading information, concepts, and products to provide the best possible insurance solutions.
Life Insurance, Critical Illness Insurance, Disability Insurance, Tax Planning, Estate Preservation, Relationship Development, Consultative Sales, Sales Concepts, Presentations and Training.