KRP is the largest independent accounting firm in Alberta. We offer a full range of accounting services but my role specifically is to manage the estates and trusts for our firm. As a certified Trust and Estate Practitioner, I can help the executor to wade through the onerous tax filings and CRA requirements for Canadian and foreign residents, including corporate and personal estate planning, tax effective corporate windups and personal tax requirements.
Doug Robertson,CFP.
Vision Credit Union is a full service financial credit union. We strive to provide the best service possible to our members. I have been working in the financial industry for over 35 years. I have worked in all aspects of the financial services areas. At this time I am the Manager of Risk. Being a part of Vision Credit Union helps me to bring stability and peace of mind to our members.
Alison Robinson is a Financial Consultant with
IPC Investment Corporation, located in Langley,
BC. Since 2002, Alison has been providing services
throughout the Lower Mainland, giving advice
related to financial and retirement planning. She
has taken the following industry-related courses,
Canadian Investments Funds; the Branch Managers
Course; and Life, Accident and Sickness Insurance.
Alison is a proud recipient of the 2018 Best Client Experience Award.
Her clients often tell her she has the ability to create an “aha” moment, explaining
complex financial matters in a manner that is simple to understand.
Her empathy and attention to detail are other reasons she is appreciated by
her clients.
Alison recognizes that everyone’s dreams and specific needs are unique.
Peace of mind comes to Alison’s clients by knowing their own financial future
and a financial plan is an essential road map to help them achieve their
financial goals. Monitoring the plan each year is key to ensuring it is on track.
She is supported by a team of administration staff and industry specialists
who provide excellent customer service.
As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing, preserving and transferring your wealth plays in helping you enjoy the life you want to lead. We want to help you optimize the transfer of your wealth.
I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager. Through this experience I learned that I enjoy planning and working with people and it became clear to me that I had found my passion.
I will provide you and your family with information you need to make the best financial decisions to reach your personal goals. I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan. I can assist you in each area with my expertise. Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.
I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services. As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic. I have been tough to address many aspects of aging that can impact your financial and social circumstances.