B Com, CFP®, CIM®, FCSI®, CEA®,is a trusted Independent Wealth Manager. He holds a B.Com from U Ottawa and has the Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Certified Executor Advisor designations. He is a licensed Investment representative with iA Private Wealth as well as a licensed Insurance Representative with iA Private Wealth Insurance. Jonathan is well versed in taxation, Estate Planning, Investments, Insurance, Retirement Planning, Education Planning, Saving & Lending, and assisting executors with dealing with estates.
I'm a retired public service manager with a business background (MBA). Being an executor myself I wanted to educate myself on this tedious process and found that it can get complicated very quickly. My goal is to help others through this process at various levels of involvement, depending on the clients needs and budget. Not being in a related field means that I can provide 100% focus on being an executor advisor and help connect you with the right people.
Lisa has been a
financial coach and planner for over 20 years and is passionate about helping
families & small businesses create financial clarity and fund their dreams.
She is the owner of Ellements Financial Group, helping clients of all ages with holistic full financial planning services, from investments to insurance.
is also the author of Strut: How to Kick Financial ASSets in Sexy Shoes for
Women, Speaker, Blogger and lives with her family in Cochrane, Alberta.
Amy leads Hummingbird Lawyers Wills & Estates practice, bringing more than 20 years of experience in Wills and Estates to Hummingbird Lawyers.
A Boston native, Amy has worked with a wide range of families regarding difficult pre and post-death matters. Amy has experience in preparing estate plans for both simple and complex high net worth families, family-owned businesses, and special-needs family members. Amy has the compassion and understanding to minimize family upset, facilitate your wishes, and protect family assets.
Amy’s Estates practice includes Wills, Trusts, Power of Attorney For Personal Care, Power of Attorney For Property, Estate Administration, and Estate Litigation. Her litigation practice focuses on will challenges, passing of accounts, and fighting for common-law spouse entitlements. Amy also provides legal support to family law and civil litigation matters, with respect to constructive trust claims and dependant support claims.
Amy also advocates for Ontario seniors, She is the Chair of the OBA Elder Law Executive Committee, Branch Chair of the Elder Law Section in the Canadian Bar Association, co-founder of Lawyers 4 Long-Term Care, and made a submission to the Ontario's Long-Term Care COVID19 Commission.
I strive to serve as my clients' chief financial advisor.
I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance. I obtained my Bachelor of Commerce degree from the University of British Columbia. I have been an independent financial planner since 1994 and earned my CERTIFIED FINANCIAL PLANNER designation in 1999.
I have had some articles published and been quoted in personal finance articles for the Globe and Mail and Yahoo Finance among others.
Investment advisor with over 30 years of experience. CPCA and just recently added the end of life dhuoula designation. Very focused on taking care of seniors.
Lianne is a founding partner at this award winning British Columbia solicitor's firm. Her main focus is acting for Executors of Estates, including real estate sales. Excellence and care for her clients means:
* careful listening, coupled with a friendly but frank approach
*prompt, timely guidance offered in most circumstances for a flat fee that demonstrates high value for money
*the avoidance of legalese in both talk and written paperwork
*see her in her Sidney, Royal Oak (Victoria), or Brentwood Bay, British Columbia office, each with free parking
Client reviews and references are available upon request!
Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc. In order to better serve his clients he has obtained his Elder Planning Counsellor and Certified Executor Advisor designations.
It is Steve’s priority to be your financial coach, build wealth and provide security during all stages of your life. Everyone’s economic and life situation is unique and providing personalized attention to detail is essential.
As an independent financial advisor, Steve is dedicated to providing high quality advice and integrated wealth creation solutions that simplify and enhance the quality of your life. He is committed to your best interests and assures a level of professionalism and integrity that will put your needs first.
Steve has a business administration background and is also a long time member of ADVOCIS - the Canadian Association for Professional Financial Advisors. He is dedicated to ensuring that every client receives the personal attention and consideration required to meet their financial goals and objectives. He considers every client a long term personal commitment.
Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.
Barbara is passionate about working with families and family business owners. She belongs to a network of like-minded professionals from various disciplines that are available to her clients. This provides the opportunity to provide comprehensive and customized financial solutions to address debt, insurance, investment, tax and estate goals more holistically.
The dynamics of family business are quite familiar to her, as the daughter of long time entrepreneurs in the West Kootenay Region. She has been married for 22 years and is raising two children, ages 8 & 10.
She holds a Bachelor of Commerce in Entrepreneurial Management from Royal Roads University and currently studies Grade 3 Piano with the Canadian Conservatory of Music, among many other life long learning pursuits of interest that support her family and work.
Extensive experience of 15 years providing holistic financial advice to clients as an Advisor with Sun Life. June 2021 I made a difficult decision to leave that role and and took several months to determine what my next challenge was going to be.
Education in the field has always been important to me and, along with the CEA, I have completed the following additional designations over the years: CLU, CFP, MFA-P, RCIS and CHS.
I enjoy developing plans for clients and helping them understand all that is required to achieve their financial goals. My expertise is definitely on the risk management (insurance) side of the equation and explaining how the various types of coverage work.
Since 2005, Greg has lent his business and financial expertise to assist clients and their families in setting a financial vision for their families. Greg is ranked in the top 1% of financial services professionals worldwide as recognized by the Million Dollar Round Table (MDRT) - an independent international association of financial services professionals focused on setting the standard of excellence for professional financial advice.
Greg became an advisor with the intension of helping clients protect what is important to them today while being prepared for tomorrow. With this goal in mind, Greg takes a holistic approach to planning to help clients balance protection and wealth accumulation strategies.
Greg will work with you to help you build and define your personal financial goals. Together, you will put plans in place to help you achieve financial success.
Greg is Founder of Latitude Financial Services Inc. supported by Sun Life Financial with offices in Kelowna and Vernon BC. Greg and his wife Vanessa live in Vernon where he works two days per week and the other days are in the Kelowna office. Greg is Past President of the Kalamalka Rotary Club and a director of the Vernon Restholm senior living facility.