Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money.
I believe that an educated client is a satisfied client and that financial success is a matter of choice, not chance. I love to help people make informed financial choices to develop a strategic plan so that they can turn their dreams into reality.
Life changes such as divorce, death or retirement can be very stressful and the financial industry can be overwhelming and confusing. I help people make informed decisions when it comes to taxation, savings, investments, education and estate and succession planning. I can help to ensure your estate is well prepared.
Staying current with all aspects of investment and financial planning is very important to me. As a testament to this I have earned my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations to ensure I provide the highest quality of advice across a wide range of topics.
My client are always impressed with my responsiveness - to connect with me please email me at firstname.lastname@example.org or call me at 905.469.2404.
We assist our clients in the three “W’s” of wealth: wealth creation, wealth preservation, and intergenerational wealth transfer.
At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand that your financial plan should be unique to you, your business and your life goals. As your needs grow in complexity throughout life’s different stages, we work closely alongside you and we can call on a team of outside professionals in order to assist in delivering the best possible solutions.
Second Half Solutions is a boutique financial planning firm, specializing to create client financial awareness through a transparent and accountable process. Scott Spence is the founder / principal of Second Half Solutions Ltd. Scott's diverse financial background spans decades in professional experience in accounting, institutional and personal finance and conflict resolution. Scott is an active / committed member of the community and has participated as a director of several regional non-profit organizations.
Aaron Spink is the Vice President & Market
Manager for TD Private Wealth Management in Edmonton. He leads a team of Wealth Advisors, Senior Private Bankers, and
Wealth Professionals, providing exceptional customer service and
financial advice to our high value clients. Aaron has worked with
TD Bank since 2005, across Edmonton & Calgary, and his previous roles have
included Branch Manager, Finance Analyst, and multiple Financial Advisor
roles. Aaron is a BSc in Electrical Engineering and a BComm in
Finance. He is a designated Professional Financial Planner.
Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management Advisor (FMA) and a Certified Executor Advisor (CEA).
Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients and their accounting and legal professionals establish a foundation from which a fair and equitable family business or farm transition process can begin while securing their family wealth and legacy.
Adrian comes from a family business background. He grew up on a dairy farm on Nicomen Island near Mission, B.C., and has immediate family and relatives operating dairy, poultry and crop farms.
Having gone through a poorly executed farm succession process with his own family, Adrian uses his comprehensive wealth advisory experience to help business and farm families avoid the mistakes his father made.
Adrian lives in Abbotsford, BC with his wife Anne and youngest daughter Mikaela. Adrian has two adult daughters; Vanessa who lives in Abbotsford BC. and Mandy who lives in Kimberly, BC.
Adrian is the Fraser Valley Chapter Chair of the Canadian Association of Farm Advisors (CAFA) and member of the Estate Planning Council of Abbotsford.
Adrian is also the author of four books on the topics of wealth management, business succession planning and farm succession planning. His books are available on Amazon.ca.
I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed and put together slowly to achieve the best result.
Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts. Helping a client plan and navigate through such a difficult time in their lives is truly rewarding. This may be through a variety of ways such as Executor Support Services and Professional Executor Services..
Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)
Professional office with four full time Advisors and four support staff.
Peter has over 20 years in financial services, having begun with Met Life and later moving to RBC Royal Bank. A Certified Financial Planner, he a founding partner in The NAV Group Incorporated in Trenton, Ontario, and is licenced for mutual funds in Ontario, Quebec, Nova Scotia, New Brunswick, Alberta and British Columbia, as well as licenced for life insurance in Ontario and Quebec and mortgages in Ontario. The NAV Group Incorporated does many hundreds of personal tax returns per year.
Russ is the owner of Accuracy Plus Tax Service. He has been providing sound financial advice for over 20 years. He holds the professional designation of Certified Financial Planner Licensee, which is recognized internationally as the hallmark of the competent, ethical financial planner. Russ also holds a certificate in financial planning from the Canadian Institute of Financial Planning.
These various skill sets allow Russ to provide his clients with an integrated service that makes their various savings plans, insurances and tax liabilities work together. This means that his clients get the most from each of their hard-earned dollars, while protecting their families and estates. As a lifelong resident of Kingston, Russ is married and has three adult children and six wonderful grandchildren.
I, Glenn Stewart now offer Retirement Planning,
Insurance and Executor Advice to clients. I develop each clients' individual
needs and help them in choosing unique services to assist them in attaining their
goals. So, whether you're seeking Tax Savings, Estate Equalization Advice, Insurance
or Financial Advice, I am here to help YOU. I take an open approach to your
financial health by using my forty plus years of business and insurance expertise
to best meet your individual requirements. Note, as an advisor I am not limited
to any one line of products and not tied to any specific company. I offer
products that suit the clients’ stage in life to help them achieve their
financial goals and dreams.
Certified Health Insurance Specialist
Executor Advisor (CEA)
Insurance Professional (CIP)
Risk Manager (CRM)
Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve the best results for everyone involved. I first became interested in this area after helping my mother through her journey in settling my father’s estate. She had so many questions and was receiving conflicting advice and incorrect information from her financial service providers. Who knew there were ways of filing his taxes to multiply his basic exemption?...or specific planning opportunities to restructure her finances to eliminate the Old Age Security Claw-back she now faces? Knowledge is power and the practical estate administration advice a Certified Executor Advisor can provide is second to none in the industry. I have walked this journey along side my mom and know what you are facing and would be pleased to help.