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,TEP
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.
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.
Gabrielle attended law school at the University of Surrey in the United Kingdom. Upon her return to Canada, she completed the Internationally Trained Lawyer Pathway program at the University of Alberta and received her National Committee on Accreditation qualifications through the Federation of Law Societies. During her time in Law School Gabrielle volunteered with various student organizations, including, L’Association des jurists d’expression francaise de L’Alberta.
After becoming a member of the Law Society of Ontario, Gabrielle completed The Osgoode Intensive Program in Wills and Estates at York University. She is currently in the process of obtaining her Tax & Estate Practitioner (TEP) designation.
With her long-standing roots in Orleans, Gabrielle is fluently bilingual and is pleased to serve her clients in French and English.