As a Senior Financial Advisor at Manulife Securities Inc. I have enjoyed over 35 years servicing my clients. Our advisory firm, Quirion Financial Services, has a professional team of 7 individuals who assist our clients in the following areas:
-Financial & Estate Planning
-Income Tax Planning & Preparation
Risk Management
CORE Partners is a select group of experienced, likeminded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners provides unbiased financial advice to individuals, business owners and their families.
I am a Client Service Associate and work for TD Wealth Private Investment Advice. Our team does Customized Wealth Planning in areas of Retirement, Tax, Investment and Estate just to name a few
I am wealth advisor in which I practice wealth management. I help clients navigate thru complexities that wealth creates.My professional designations are as follows:CFP,CIM,CLU,ChFC,EPC,RFP
Professional Trusted advisor with local and national level training and development. Experienced in private equity, wealth, risk management, estate and business planning. Certified Professional Consultant on Aging, and Certified Elder Planning Counselor, LLQP
Provider of Fractional CFO/Interim CFO services for Public and Private/Family organizations
Antoine Rempp is a bilingual insurance broker (English and French). He's also a certified cash flow specialist, and co-author and publisher of two books: "Live Your Life Insurance - Canadian Edition" and "The Wealthy Physician - Canadian Edition".
His passion is to help his clients ensure that they will be looked after if they're sick, disabled, or even die leaving a family behind.
His expertise in the insurance field, along with his knoweldge of estate planning will make him an invaluable asset for your succession planning and lifestyle protection.
He specializes on working with professionals and business owners on solutions that allow them to move money out of their corporation on a more tax advantaged basis.
Connie has
been providing reliable financial advice to business owners and their families
for 22 years. At The Renna Financial Team, the slogan "Your dream, our
commitment" lies at the centre of our exceptional service and consultations.
Her clients are given comprehensive, personalized plans that helps save for
their dreams, enjoy their lives, and guide them towards their financial goals.