My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within an estate. We coordinate and supervise everything from the ongoing maintenance and security of property and possessions, to detailed inventories, appraisals, and when directed, the emptying and dispersement of contents as well as any other tasks needed for the preparation of the property for sale. Trustees and executors can have confidence that the estate is in excellent hands with the highest standard of thoroughness, reliability, and efficiency.
As True North's president, I am committed to bringing real value to everything I do. I am motivated by my desire to honour the lives of testators and their legacies, while providing support to those who remain. My studies and understanding of grief and bereavement are an integral part of the support I provide as an extension of the services that trustees require in the course of their estate work and dealing with beneficiaries and families. In creating the business, I remain steadfast in my commitment to dealing with all parties involved in a meaningful way. I believe that how we deal with the life and death of a person should reflect that it is both a privilege and an opportunity to understand and connect with what it means to be human. This belief is driven by my intuitive empathy and an ongoing dedication to excellence and respect for those who are navigating the most challenging of circumstances.
Dana Mitchell is the Principal of Basis Wealth Inc.
and in her 16th year in the wealth planning industry.
Basis Wealth Inc., located in Toronto Canada, creates
comprehensive financial plans for their clients that include insurance as well
as wealth accumulation planning. In addition to her Bachelor of Commerce, Dana
is a Certified Financial Planner and Chartered Life Underwriter. She is a proud
member of The Conference for Advanced Life Underwriting (CALU) and The Million Dollar Round Table.
Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter has a strong background in working with other estate planning professionals to find the best possible result for their clients. Peter is an organized and efficient client focused advisor who can help simplify the complicated. Peter has been appointed as the Regional Director for Atlantic Canada for the Certified Executor Advisor Network and is currently working on starting a Chapter(s)for CEAN so please contact Peter if you are interested at email@example.com or 902-449-4055.
In the world of the great outdoors, an outfitter is a professional guide or guide service that provides clients with access to opportunities and experiences that can be difficult and costly to obtain on their own.
If you are an angler or hunter, or might be interested in becoming one, we are your outfitters. We are your guides to wealth and beyond - whether it is financial security, or a harvest of fish and game, or both.
With our three decades of financial services experience, and a lifetime of fishing and hunting experience, we help you avoid the pitfalls - so you can get the absolute most out of every opportunity in all worlds.
I have 8 years in business as an advisor. I run a successful multi advisor corporation with 6 advisors and 3 assistants. I am also a Certified Divorce Financial Analyst.
I graduated from École Technique et Professional (University St. Boniface) in 2002; I joined Talbot & Associates shortly after that.
In 2012, I obtained a bachelor of commerce degree from Laurentian University, and a Certified General Accountant (now Chartered Professional Accountant) designation later that year.
After obtaining my CGA designation, I became one of T&A’s partners, then also, St. Boniface Office Manager.
I provide accounting and tax services, as well as consulting services to personal and corporate clients. I also manage our Trusts and Estates tax department.
Mark is president of the Canadian Institute of Certified Executor Advisors (and also of Strategic Edge Chartered Financial Consulting Inc, which provides integrated tax strategies for Canadians through their professional advisors). His career includes senior management positions with national wealth and insurance companies, where he developed innovative business strategies and provided training, marketing materials and case consultation to financial advisors across the country.
A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Life Underwriter, Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor. He is licensed to conduct business in every province and territory in Canada.
In addition to CICEA, he is a member of Advocis (the Financial Advisors Association of Canada), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU) and the Society of Trust and Estate Practitioners (STEP).
Mark has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.
Certified Financial Planner with Harvey Financial Solutions Inc. Also an Elder Planning Counsellor and Certified Life Underwriter.
Gordon Paul is a CPA, CMA, CEA, B.Comm(HA) and a B.A. Gordon is a senior
executive, with over 35 years of business experience in the for-profit public and
private sectors. Gordon retired from his position as VP Finance and CFO of a Corporation which owned more than 35 legal entities. He has had diversified industry
experience including oil and gas, regulated utilities, property development,
manufacturing, distribution, retail and consulting services. He has a proven track
record in providing focused and value added customer service and in
building business partnerships. Effective interpersonal, negotiation,
organizational, and strategic planning skills executed through a detail oriented hands-on approach.