I own an independent Financial Planning firm. I am a licensed insurance broker and a Registered Dealing Representative in the Exempt Markets.
name is Loida Martel, and I am a licensed Funeral Director and a Certified
Executor Advisor. I am the founder of an amazing company called Personal
Affairs Consulting, aimed at helping all Canadian families with their Estate
services can be broken down into 3 categories:
1. Estate Planning:
a consultation with a Certified Executor Advisor to discuss how you can go
about having your affairs in order. We would discuss everything that is
applicable to your circumstances and situation in order to protect yourself, property,
assets, family, and wishes.
2. Estate Administration:
a death has occurred, we work with the Executor or legal next of kin to
complete all the necessary notifications and cancelations. From every government
agency to personal paperwork.
3. Senior Services:
work with those aged 60+ in assisting them with applying for their pension (CPP
& OAS), as well as other government benefits and programs they may be eligible
for due to their age or income level.
worked in the Funeral Service industry for over 13 years has provided me with an
immense amount of experience and a unique perspective. I have worked with
families from all walks of life and helped them during one of the most difficult
moment in their lives. However, I saw there was a need in the community to do
more to facilitate, be a resource, and provide guidance for the families we
served. Through my company I know I can provide my clients with the
information, tools, and means to feel confident in making informed decisions in
life about various topics. And if I cannot provide it for them, I know I have a
network of trusted professionals I can rely on to aid them.
currently only serve the province of Ontario)
Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.
Listening to and understanding your life goals are hallmarks of the current success of my practice, and I work hard to build financial strategies that help lifeguard your future. I have helped many families reallocate their financial resources to find opportunities, not only for wealth creation, but also for significant legacies around their family and community.
Our team at Branstone Financial Strategies Inc. uses our firm’s core values to leverage their expertise, and we all aim to set high standards of service excellence that build long-term relationships with a growing client base. We embrace evolving technology to help deliver attentive service and be respected in the community as a solid financial security planning practice.
We are proud supporters of the United Way and the Women’s Resource Center, a major sponsor of the Manitoba Winter Fair and Brandon Wheat Kings, and presenting sponsors of the Brandon Men’s Bonspiel. Our Branstone Team believes in giving back and supporting the traditions that make our great community what it is today
Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially and emotionally.
Realizing a growing need to assist female clients with life-changing events such as widowhood and divorce, Elaine attained the Certified Senior Advisor and Chartered Divorce Specialist designations. To further support her clients, she went on to complete collaborative training accreditation as well.
Elaine’s personal commitment to lifelong education led her to study and achieve the (CEA) Certified Executor Advisor designation which beautifully married her unique counselling skill with the unique needs of her clients.
With over 14 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Over the past number of years, Tom has held various positions in the Wealth Management industry and leverages his experience to deliver comprehensive financial planning advice by analyzing a client’s overall financial picture.
Since graduating from the University of Western Ontario Tom has continually sought to expand his knowledge within the Wealth Management industry, earning the following designations:
Certified Financial Planner - 2007
Chartered Investment Management (CIM) - 2007
Trust and Estate Practitioner (TEP) - 2016
Family Enterprise Advisor (FEA) - 2020
Certified Executor Advisor (CEA) - 2021
I am an independent, certified financial planner since 1992. I was a public accountant (chartered accountant) prior to moving into personal financial planning.
I have earned the following designations: Certified Financial Planner (CFP), Chartered Professional Accountant (CPA), formerly CA, Certified Executor Advisor (CEA). I attended U of T and have a BA in Economics.
I understand how most of the pieces fit together and how priorities change through a person's life. I can look at people's situations and help identify and prioritize needed improvements. I prepare personal financial statements to help people understand their whole situation, how the different part work and what should be prioritized. I often say my job is to stick my nose in other people's business and tell them what to do!
My main source of income is from advisory and trailer fees from mutual funds. (I do not charge sales commissions). I am also a licensed life insurance agent and prepare personal tax returns for clients (including final returns). I also have a US CPA designation but do not do US work. I have a broad range of knowledge and contacts.
I am a board member of the JCCC Foundation and former treasurer & board member of the Japanese Canadian Cultural Centre. This has helped me gain familiarity with foundations and charitable giving.
The Certified Executor Advisor (CEA) is my most recent designation. I see it as a way of showing my clients that I can help them if they find themselves appointed as an executor. I can review wills to help identify things to do and questions to ask to make the executor job easier when the person is still alive. (example - what's your password? Where are all of your accounts?)
I have a home office in Whitby, but serve clients within the GTA (or a couple hours drive). I am relatively low key, everything I do is confidential, I work by myself and hopefully easy to work with.
Thank you for your time!
I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE PLANNING.
I LOVE HELPING PEOPLE MAKE WISE FINANCIAL DECISIONS
I LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE
inside sales rep. We work as the distribution network between financial advisors and retail clients.
I am a Registered Representative with IIROC including my options license. I currently hold my CIM designation and am also licensed with the Insurance Council of Saskatchewan for Life, Accident &Sickness insurance. As a life long learner I am constantly looking for ways to improve my personal and professional skill set.
Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.