Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company.
A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging & end-of-life planning. An empathetic listener with a trustworthy ear who excels at problem solving. A dynamic leader of her generation who understands the road ahead and wants to positively impact it, not only for her own generation, but also the generations before her and after her. A collaborative planner who welcomes input from others.
As the financial advisor to my client families, I am often called upon to discuss estate planning and administration issues. With direct connections to the financial institutions handling client accounts and experience in dealing with them, I can help greatly reduce the stress and save time and money for clients dealing with estate planning and settlement issues. Since I consider this work to be part of my holistic value to clients, there is no additional fee for these services.
Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals. I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years I have attained numerous Financial designations, to insure I guide my clients through all of life's episodes (good or bad) so they can Maximize financial Gains, feel confident they are making the right decisions and supported through out.
My office is in Etobicoke at Bloor and HWY 427.
Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy planning is very important to my cleints.
For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com
Over 30 years ago, a passion to empower others through improving their financial health led me to pursue a career in financial services. Today, at Interior Savings my focus is to guide and support those navigating the many challenges of managing estates.
Co-operators Financial Advisor specializing in working with families
With over 13 years of experience in the Financial Services industry. Cindy's role as a Director, Retail Insurance Sales with Manulife, allows her the opportunity to work directly with Financial Advisors and Insurance Brokers, providing Estate Planning and Risk Management advice for their clients. She holds her CLU, and EPC designations.
With 33 years in the financial planning industry I am a Certified Financial Planner operating a business in downtown Campbellford, ON. I specialize in retirement planning and prepare full financial plans. We offer GIC's and tax preparation as well.
Rachel Memory - Inside Sales Western Canada
(Life/Living Benefits and Wealth)
CHS, CEA, AIAA, ACS - (LLQP)
Angela Mercier is owner of Mediation and Financial Services, which is a unique business that
mediation training and financial expertise with helping couples,
families, and business partners’ work through difficult conversations leading
to a settlement agreed to by all parties. Mediation is designed to defuse conflict and
promote communication with all parties.
has over 20 years of business experience which include automotive, financial
and alternative dispute resolution (ADR). Angela faced the challenges of restructuring
her entire life after experiencing a particularly challenging divorce. By shifting her professional focus from the
automotive industry to the financial industry, Angela’s goal was to understand
how the experience of divorce could be made less emotionally frustrating,
stressful, and financially problematic. She has been an advocate for a new
approach ever since. Angela realized that communication and co-operation
between a handful of key people during the separation process greatly improved
the experience for all involved and created better outcomes.
In the last 10 years Angela has had extensive
training and experience dealing with both family and business conflicts and/or
disputes. In 2016 she became a Qualified
Mediator with ADR Atlantic Institute and a member with Family Mediation Canada. In 2019 Angela began her training as a
Certified Conflict Management specialist and was completed in early 2020 as well
completed her CEA (Certified Executor Advisor) designation in February 2020. Angela plans
to finish her CLU (Chartered Life Underwriter) in 2020.
Angela believes that conflicts and/or disputes is an
industry that is not going away in fact her practice has shifted in recent years
from 100 % of her mediation files dealing with divorce to now 30% dealing with
Business disputes and 30% dealing with family disputes over wills and estates
with the balance of 40 % dealing with parenting plan issues and
Angela is passionate
about helping clients keep their dispute out of the court where there is one
winner and one loser. In an ADR process
such as mediation and conflict management it promotes a win- win outcome.