Find a CEA

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.

Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, CIM, CLU, RWM, and CEA designations,
Jan holds a Bachelor of Education degree, with a double major in
mathematics and history, and a Master of Education specializing in adult
learning and counselling. Prior to becoming a financial life planner,
she worked in the field of adult learning, as a consultant in
post-secondary education, and as a partner in a Winnipeg-based
management consulting firm.

Jan and her team work with business owners, professionals, farm families,
dual-income couples, singles, and retirees. Jan is particularly
interested in working with people to implement tax-efficient strategies
for retirement income, intergenerational wealth transfer, and charitable
giving.

Jan is skilled in inspiring people to discover and articulate what really
matters to them and then to design and implement the strategies to
realize their vision. This process of financial life planning aligns
personal values, talents, and resources with strategy. Jan has a keen
grasp of the forces shaping the global economy, and knowledge of global
markets, financial strategies, and products. In collaboration with Jan
and her team, clients design life plans that enable them to live
extraordinary lives.

Away from the office, Jan lives her Life Aligned® spending time with her grandchildren, taking road trips, cycling, and zipping around the lake in her Zodiac!

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.

I have been working in the financial industry for the last 20 years, licensed in Ontario and Quebec.

I am fluently bilingual in English and French.  

Being able to understand and assist my clients is paramount for me. 

My goal is to make sure all information we discuss is clear and well understood.

Here to assist you with your needs!

Adam Funnell is the President of Funnell Insurance Group Ltd., where he leads a team dedicated to providing comprehensive insurance, financial planning, and asset management solutions. Holding the Chartered Life Underwriter (CLU), Certified Health Specialist (CHS), and Certified Executor Advisor (CEA) designations, Adam specializes in advanced financial strategies tailored to each client’s unique needs.

He works closely with individuals, families, and business owners to design customized plans that align with their goals. From optimizing retirement income and planning estates to structuring insurance for succession and legacy purposes, Adam is committed to bringing clarity, creativity, and integrity to every client relationship.

In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA.    Deal in the older age market - most clients are seniors.    Licensed to sell money and life products.     

Sim Gakhar is a results-driven financial advisor inspiring tremendous change in businesses , individual insurance and investment planning. Sim has great passion for working with people, and providing solid solutions to their financial problems.

Born in Delhi, India to parents who were teachers, and collectively a family of teachers, she took up the teaching mantle herself including earning her Bachelors in Education and Masters degree in Sociology. Subsequently, she realized she wanted to do more in the financial field, especially Insurance. Today, she has gained strong qualifications such as her Certified Health Specialist (CHS) and Elder Planning Counselor (EPC) designations. Her discovered purpose drives her to help these clients take ownership of their financial futures, helping people at all levels of income and every stage of life because investing for the future is one of the most important things people can do for themselves and their families. Sim has qualified for the prestigious Million Dollar Round Table and is an active member of Advocis (The Financial Advisors Association of Canada.)

Clients highly appreciate her patience, innovative ideas, ability to analyze situations and provide reliable solutions for their financial situations.

Email: sim@simgakhar.com
Website: http://simgakhar.com

Financial Planning

An Unbiased, Conflict-free advisor to help you in your Financial matters. I have been helping Canadian families since 1998 in their Tax matters, Risk Management (Insurance) and Investments. Lot of my clients now are phasing into succession planning stage and their heirs (Executors) are looking for guidance in settling Estates. And I would like to offer my services helping you to ease your pain during the process of Estate Management. 

CLU,CHS, CEA

My wife, Najia, and I reside in Milton with our two children, Aliza and Azhaan. I thrive on physical and mental fitness, which is why I am big on sports and anything fitness related, including hiking and swimming.

When I was working on my undergraduate and post-graduate degrees at Rhodes University in South Africa, I became interested in investing. That interest soon grew into a passion. Today, there are few things I enjoy more than helping my clients, friends and family broaden their investment knowledge and using my knowledge to positively impact their lives.

After joining the financial services industry, I served in various roles with global fund managers in South Africa, Kenya, and Canada. In 2016, I was voted amongst the "Top 40 Money Managers in Africa," which placed me in the top 1 percentile of the industry.

I decided to join Edward Jones for two primary reasons. First, Edward Jones places the interests of their clients first, just as I do. Second, I was attracted to the many tools they offer that enable me to help my clients to identify and work toward meeting their long-term goals. I appreciate that it provides my clients with an alternative to dealing with the multitude of banks that dominate the Canadian wealth management landscape.

I would like to put my investment knowledge to work for you. Please contact me, so I can introduce you to the many investments and services Edward Jones offers.