I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity.
Please explore my website at www.arbutusfinancial.com to learn more.
In the business for over 20 years. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth, there are no easy answers, and may involve other highly skilled individuals to work collaboratively with us to develop custom tailored solutions based on the unique circumstances of our clients.
I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've learned along the way that some of the clients trust Mr. Sauve so much and that they encourage their families and friends to approach him because he will help them all the way. And they listen very well to how he explains every detail.
We never chose who to serve and we do our best to offer what really every client needed and wants. We offer services such as Life insurance, Disability Insurance, Critical Insurance, and Investments and since Mr. Sauve is a member of the CICEA, he also services clients needed advice and direction about the importance of having a Will. And lastly, he reminds clients to do it now not later.
With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.
Rick works with a number of allied legal and accounting professionals to provide sound advice and guidance, while reducing the stress and confusion that can so often accompany the estate trustee's responsibilities.
A Certified Financial Planner (CFP) and Master Financial Advisor (MFA), Rick is pleased to be able to support estate executors/trustees as part of his advisory services.
I am a financial planner, certified by CLU and CHS. Focus on providing excellent insurance protection plans for families and businesses. And open various registered accounts RRSP / TFSA / RESP for guests, and provide suggestions on the selection of segregated funds. I am good at retirement planning and intergenerational inheritance. I can speak fluent Mandarin and help the Chinese community.
Cathy Toupin is a life insurance broker with more than 5 years assisting clients on a wide range of insurance and investment matters. Having lived and worked in Alberta, Cathy is excited to expand her areas of expertise into other parts of Canada. One of Cathy's biggest areas of concern when dealing with clients is the "lack of preparedness" many of her clients have when it comes to estate planning and who to turn to for help.
It is with this in mind that she sought out the opportunity to become a Certified Executor Advisor by taking the course and In turn work with the Canadian Institute of Executor Advisors.
Carol Trickett, Financial Consultant and owner of Trickett Financial, believes every Canadian has the right to be financially independent, providing the opportunity to feel secure and be generous to others. She has earned the designations of Certified Executor Advisor, and Registered Retirement Consultant. Her experience in financial services and her heart for hosting international students has grown her desire to be of further help to new immigrants to Canada, whatever their current status.