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.
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.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As your Wealth Advisor I take the lead on assembling a team of TD Specialists to assist. From investment, Tax and Estate planning, to business succession plan or sale, we help you preserve and protect the personal and business wealth you've worked so hard to build.
Please call me to have a conversation about your needs and how myself and our Team can help.
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
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.
With over 30 years of experience in financial services, Chantal seamlessly coordinates and manages processes within a team of Investment Advisors. Her friendly and helpful demeanor comes through in every interaction. Chantal has completed several industry courses, including the Canadian Securities Course, Professional Financial Planning and the Canadian Initiative for Elder Planning Studies. As a Registered Representative in the Pearson Wealth Management group at RBC Dominion Securities Inc., Chantal also routinely contributes to the team’s wealth and portfolio management process.
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.
I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.
With more than thirty-nine 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.
Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!
Nicole Rothe is
a Financial Planner with Manulife Securities Investment Services Inc. and
Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated
from the University of Alberta with a Bachelor of Science Degree, and in 2020
achieved both her Certified Financial Planner ® designation and the Elder
Planning Counsellor designation.