Have a private practice with Sun Life Financial, I have been in business for 36 years all with Sun Life, and have been a member of Advocis for that period of time as well.
I do personal financial planning with a focus on retirement and estate planning.
This is all on my website...
I have been working for public CPA firms since 1999. My work has been primarily in small business and taxation. As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates. I have recognized the need for a consultant to advise and pull together all the necessary steps for grieving executors. I am now the manager of the Estates department within James & McIntyre CPAs.
365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers because “people-oriented” is our philosophy. 365 财富规划公司致力于为有缘朋友提供财富安全，财富增值以及财富传承的金融工具。不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要保障，养老及传承的尽早规划。
I am an advisor with Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth.
Our team of dedicated professionals follow a goals-based financial planning process that assists us to help our clients realize their personal and business goals. We are a fee-based practice utilizing low-cost investment solutions.
Henry Katz MBA, P.ADM, CFP, RFP, FCIS, CEA
Henry Katz has over 35 years experience between accounting and the financial services sector.
Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum designer and the Program Coordinator of the highly successful and industry - Certified Financial Planning, Graduate Certificate program.
Henry was nominated for TV Ontario's Best Lecturer 2010 Competition and is a recipient of the international 2008 Award for Teaching Excellence.
His professional designations include: Fellow of the Chartered Secretaries and Administrators (FCIS); Certified Financial Planner (CFP),Certifed Executor Advisor (CEA) and Registered Financial Planner (RFP). In Canada, the Registered Financial Planner (RFP) designation is administered by The Institute of Advanced Financial Planners.
Henry has authored and co-authored finance texts and has been a public speaker.
His experience includes management in a public accounting firm; business auditor with Canada Revenue Taxation; director of finance for a number of privately owned businesses and teaching.
Henry's desire is to work closely with clients to achieve their goals motivated him to move into the financial services industry.
Henry's passion is to work closely with individuals applying key principles to all areas of their life: Time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.
I joined financial and insurance industry in 2014. I also provide strategic leadership
to the advisory team at my business with a focus on best
practices for wealth management, insurance protection and estate planning.
I am also actively involved in the investment and insurance management business where I personally serves the needs of my diverse
clientele. I specializes in providing unique tax and estate planning
solutions to professionals and business owners. I believe that financial fulfillment
begins with envisioning your goals. As a Financial advisor, my goal
is to help you experience financial fulfillment by assisting you in discovering
what is most important to you. With your priorities as a foundation, I am to
provide personalized, quality advice; tailored specifically with your goals in
mind. As a professional in the financial and insurance services
industry, I have had the pleasure of assisting many individuals over the past
8 years and counting. Throughout this time, I have spent much time educating
myself on how to best help clients achieve financial fulfillment through attending
many industry conferences and by taking relevant courses. I approach all
relationships with integrity, honesty and good values and have adopted this golden rule: “Treat others the same way that you want to be treated". My goal is to simplify your financial and insurance experience by listening to what you want and then working with you to select
options best suited to your personality. I also beleive in self growth and continue learning. I came across the CEA and I become quickly interested as I found lots of useful information that is beneficial to my clients and I. My goal is to help you, so let me to do it.
I believe in a holistic approach to clients’ finances, helping create the right balance. For over 20 years, I’ve enjoyed getting to know my clients and helping them make sense of their goals and objectives. And, as life changes, so does our journey together.
My passion to help people protect their finances is what drove me to become a financial advisor! From an early age I sought opportunities to help others, through volunteering and work. My interest in finances took me on a journey working in banking, life insurance, health and out-of-country medical coverage, and to being a financial advisor.
I take pride in keeping my practice up to date in an ever-changing industry, including learning what government programs, employee benefit programs, pension benefits and other new opportunities are available. I began volunteering with Advocis (The Financial Advisors Association of Canada) early in my career and am currently the Bay of Quinte Chapter president. Membership in the Canadian Institute of Certified Executive Advisors helps keep me up to date on issues concerning executors of wills and estates.
Being actively involved in the financial and business community is important to me. Through my role as a member of the Manulife Bank Advisory Council, I help close gaps between the company’s offerings and clients’ needs. As a director of the Belleville Chamber of Commerce, I stay current with important community and political issues, and can help refer clients to other professionals in the community.
During my personal time, I enjoy reading and making crafts such greeting cards, scrapbooks, and wood projects. I love spending time with our grandchildren. My husband, Norm, and I also like to travel and walk on beaches we discover. And whenever possible, I volunteer, do charity work, and help with local schools.
CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future. I care more about you, than anyone who doesn't share your last name! I help set a path for clarity and purpose, and put you on a road that you never want to stop travelling. Live your purpose and honour your dreams! I'm committed. Are you?