I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.
With more than thirty-eight years in the funeral and cemetery industries, I have gained vast experience assisting families through the loss of a loved one of all cultures. I have worked with families not only following a death but also before in preparing their wishes in advance.
I have worked diligently to provide caring compassionate assistance to all families prior to and following a death, tailoring services to the unique needs of each family, individual and executor, in order to ensure their very personal requests and details are considered and carried out. I have also developed and expanded upon programs to help families and executors complete the task of dealing with estate issues as easily and simply as possible in order to alleviate the stress that arises during this difficult time. I am constantly updating and adding items not only to assist families, individuals and executors before a death occurs but following.
With 4 decades in Financial Services, and personal experience as an Executor, Jane is well versed to help organize estate affairs to safeguard assets, relationships and lifestyle. Planning ahead is most wise. It not only brings ease to your Executor but peace of mind to you and family. Tools & resources help leave a tidy legacy and a framework to 'get the conversation' started with loved ones.
I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.
I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost effective transfer of assets to your heirs and other beneficiaries.
I'm a Financial Planner with over 30 years experience servicing clients all over Canada. I provide comprehensive financial planning advise with an emphasis on Pre-Retirement Planning. I'm also a Certified Retirement Coach to help clients with the non-financial aspect of retirement planning. I have 8 professional designations including the CFP, EPC, CIM, FCSI, CIWM, CRC, RRC, RIS and CEA
I work for an MGA called QFS and plan on using my CEA credentials to assist our aligned advisors and their clients.
Financial advisor for 37 years serving clients in Canada as well as USA with an MBA, CFP, CSC, CSA ,CFRE and CFC degrees and designations.. In addition to having full financial service offices for clients also has In-depth experience in charitable giving and the structures and strategies involved with that to meet a client's personal as well as corporate purposes. Key note speaker in Canada as well as USA for national conferences as well as ongoing financial expert pieces and consultant for radio and television.
1. Comprehensive Financial Planning
2. Retirement Planning
3. Wealth Creation, Wealth Preservation and Wealth Transfer to future generation
4. Children Education Savings plans, RESP
5. Income Replacement, Critical Illness and Life Insurance
6. RRSP Loans, GIC's, RRIF
7. Investment and Segregated Funds
8. Tax and Estate Planning
10. Representative of Top Insurance Companies:Canada Life, Manulife Financial, Sun Life, BMO Insurance, Desjardin Financial, Equitable Life, Industrial Alliance, RBC Insurance
Holding CLU, CH.F.C, and CHS Designations.
Experience since 1994.
11.Buying and Selling Real Estate Investments since 2003.
I am a Certified Financial Planner specializing in helping clients save and plan for their future to provide the chosen income and lifestyle for their retirement. Often times this includes planning and assisting in the passing of wealth to their next generation.
Clients are always surprised at the simplicity of my
financial plans. It's been my experience, the real challenge lies in seeing the
big picture and analyzing all the working parts. By delivering an
approachable plan, I help my clients clarify the path to their goals.
I feel fortunate to do this work; I get to meet and help
people from all stages in their life. Helping people help themselves!
Patti Saliga , Financial Security Advisor