Early in my career as a financial security advisor, I
learned a very valuable lesson; the work I do when one of my clients passes
away is some of the most important work that I can do.
Becoming a CEA has increased the support I can offer my
clients. My ideal client wants to make the executor’s job as easy as
possible. They understand by reviewing what they want to happen when
they die will help their executor perform their required duties. Being an
executor is a job no one wants; a friend or loved one must pass away for it to
start. There is no training for the role and often minimal support. My process
helps the client identify ways to make the executor’s job easier. We also
involve the future executor to help them prepare and understand the magnitude
of their role.
I am a real estate appraiser preparing appraisals for many purposes such as estate settling, divorce, government seizures, relocations, capital gains, dispute resolutions, presale consultations, MPAC challenges, Power of Sale and financial mortgaging. I have been in the Financial Services Industry holding various positions since 1974, and bring a broad range of experience to the table.
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. With almost three decades of tax preparation work I also understand the personal tax return very well. 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.