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.
Moving is a major undertaking, especially later in life as your priorities change. The emotional rollercoaster of relocating can seem impossible to navigate. With all the complexities and financial considerations, it can be quite overwhelming. As a Master Accredited Senior Agent (M-ASA), I am here to help. I will listen to your specific needs and concerns with empathy and respect. Together, we will comfortably navigate through this next chapter in your life.
I am an accredited appraiser with Appraisal Institute of Canada (AACI) and have worked as a tax assessor and property appraiser in rural Manitoba for over 30 years. I specialize in agricultural appraisals.
Margot practices in the area of civil litigation, focusing on commercial, construction and estate law related issues. Margot is a member of the firm's Construction Law and Financial Loss Recovery practice groups. Fluently bilingual, Margot represents both Francophone and Anglophone clients and argues matters before the courts in both official languages.
Margot attended the University of Ottawa, where she obtained her Bachelor's degree in Political Science in 2007 and graduated from the Faculty of Law in 2010. After articling for Doucet McBride LLP in 2010-2011, she joined the firm as an associate following her call to the Ontario Bar in June 2011.
Prior to 2010, Margot developed experience in various legal positions with the federal public service in areas of program delivery and policy, including with the Department of National Defence with the Office of the Judge Advocate General (JAG), the Office to the Secretary to the Governor General of Canada (OSGG), and Transport Canada (TC).
A proud member of the Ontario Bar Association and the County of Carleton Law Association, Margot also delights in supporting a variety of Eastern Ontario and capital area community groups and events.
Outside the office Margot enjoys golf, volleyball, yoga, entertaining family and friends, as well as spending quality time traveling with her husband.
Rosaline has over 20 years experience in financial services relating to insurance and investments. She coaches individuals to help them find solutions to help them navigate through their financial path. She teaches financial literacy through continuing education and volunteer programs for all ages. Her focus is to communicate topics relating to wealth accumulation and risk management in clear and simple language for all ages.
Barak has been with Investors Group as a client since 2000, and became a consultant in 2006. Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance Specialist), CPCA (Certified Professional Consultant on the Aging), and RRC (Registered Retirement Consultant) . As a Senior Finanical Consultant with Investors Group, Barak is able to provide the following services: Cash Management, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Barak has extensive knowledge in Real Estate Investing as well since he has invested extensively in Real Estate since he almost 20 years of Real Estate investing experience. Feel free to call Barak for any of your Financial manners.
I am very privileged to introduce myself to you. My name is
Luxmihaasan Rasappah, and people like to call me “Lucky”. I have more than 20
years of experience in the financial industry. I
have a Bachelor of Arts degree in Law from Carleton University since 2000. I
hold the five designations in the financial industry. These designations are
Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS),
Certified Executor Advisor (CEA), Certified Divorce Financial Analyst (CDFA)
and Chartered Financial Divorce Specialist (CFDS). I do have tax education from
HR Block and Softron. Also, I did achieve Collaborative family law training. I
possess skills such as training to help my advisors grow; leadership;
communications as well as public speaking. Additionally, I am in the process of
updating my education and obtaining the Certified Financial Planner
designation. My areas of expertise are Risk Management, Retirement planning, Tax
planning, Estate planning, Trust and Succession planning. I
have expanded my business around Canada, and I am licensed to offer my services
in Alberta, British Columbia, Manitoba, Ontario, and Saskatchewan.
I am the Founder, President, and CEO of Kabis &
Associates Inc. and Kabis Accounting & Financial Service Inc. I am managing
more than three hundred Insurance and Investment advisors in Kabis &
Associates Inc. Kabis & Associates Inc. is a one of the leading Managing
General Agencies in Canada and is licensed in the five major provinces. Kabis
& Associates Inc. provides a one stop solution for financial services and
fulfils the needs of clients to obtain financial freedom since 2006. Kabis
& Associates Inc. received a couple of top awards from Insurance companies
for Insurance premium volumes and Investment volumes. Kabis Accounting &
Financial Service Inc. is one of the leading tax return filing companies and it
was established in October 2010. Kabis Accounting & Financial Service Inc.
helps with filing Individual tax returns, corporate tax returns, Trust tax
returns and final/deceased tax returns.
I do have a lot of experience in Trust & Estate planning
since December 2006. I look after Beforecare and Aftercare needs for Estate and
Trust planning. My current responsibilities are minimizing taxes at death,
maximizing the inheritance value, ensures that the person’s last wishes were
met, minimizing legal expenses, simplifying settlement of the estate,
determining your estate distribution, formulating strategies for distribution,
creating a multi-Trusts for different reasons, estate Freeze, minimizing estate
taxation, protecting estate value, formulizing estate documentation, lifestyle
goals, and Monitor & Review.
A Sun Life Financial advisor working with baby boomers on pre-retirement and post-retirement plans. Many of this group are executors for their parents and in need of advice. In addition I sell life insurance, health insurance, travel insurance, mutual funds and seg funds.
I am a lawyer practicing in the area of estate planning and administration. I also have an MBA, and did an area of concentration in tax at law school, so, although I wouldn't provide an opinion on tax issues, I at least speak the same language as the accountants!
Mimi has been helping clients in the Life Insurance and Investment Industry for 39 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every one of their life stages, and assisting clients with their Estate Planning.
As a Certified Executor Advisor Mimi helps her clients and their Executors with the process, before and after death, with the goal of a smoother process when death occurs.
At a time when death occurs it is better to have an advisor by your side.
I have been named Executor for estates totalling over $15M. I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca to assist people named as Executor with the entire process of the estate administration. I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years. I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor. Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.