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1494 Results Found

Mark Woehrle, CEA
CEA, Broker, ASA, MCNE, CLHMS Elite, BA, B Ed, CPPA

Stoney Creek, ON Contact

Please Call 905-512-2835 if we can help you !Complete Estate Services is your one phone call that will coordinate all of the supporting professionals including property manager, realtor, appraiser, personal property seller, mover, shipper, and other… Read more »

Area serviced: Stoney Creek, ON; Ancaster, ON; Hamilton, ON; Burlington, ON; Brantford, ON; Dundas, ON; West Lincoln, ON; Waterdown, ON; Serving most cities in Ontario, ON; Oakville, ON; Niagara Falls, ON; Hamilton-Wentworth, ON; Haldimand-Norfork, ON; Grimsby, ON; Glanbrook, ON; Flamborough, ON; Halton Hills, ON

905-512-2835

Michelle Wolff, CEA
Financial Advisor

Spruce Grove, AB Contact

Providing direction when you need it most.
Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may… Read more »

Area serviced: Spruce Grove, AB; Sherwood Park, AB; Stony Plain, AB; Edmonton, AB; Ft. Saskatchewan, AB; Beaumont, AB; Leduc, AB; Camrose, AB; Onoway, AB; Okotoks, AB; St. Albert, AB; Airdrie, AB; Carstairs, AB; Calgary, AB; Lacombe, AB; Olds, AB; Ponoka, AB; Strathcona County, AB; Turner Valley, AB; Sundre, AB; Rimbey, AB; Drayton Valley, AB

17802361913

Pierre Wong, CEA
Consultant

Mississauga, ON Contact

A Commitment in Writing
My goal as a consultant from the Investors Group is to provide you with the financial freedom and security at the prime of your life. Utilizing the unlimited corporate financial resources, expertise and technology, I am committed… Read more »

Area serviced: Mississauga, ON

(905) 306-0031

YiuPong Wong, CEA
President

Richmond, BC Burnaby, BC Contact

Area serviced: Richmond, BC; Burnaby, BC

604-836-2800

Janice Wong, CEA
Broker

Surrey, BC Contact

# Read more »

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

7783221339

Kristina Worden, CEA
Trust Professional, BA, TEP, CFP, CEA, CAMS

Contact

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Read more »

Area serviced:

Dana Wren, CEA
Director of Sales & Marketing

Ottawa, ON Contact

Area serviced: Ottawa, ON

613 749-9000

Julie Wright-Bailey, CEA
Manager, Private Trust

London, ON Contact

Area serviced: London, ON

5196675910

Edwin Kwok Yu Yan, CEA
Managing Broker - B.Com. , RI(BC) , FRI , CERE, Cert.(CIH) , ABR , SRES , PSA

Vancouver, BC Burnaby, BC Contact

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC

778 379 5111

Ian Yeo, CEA
Financial Advisor

Vancouver, BC Contact

My simple Mission is to make you more money and make your life easier. It's also my Mission to provide the highest quality advice.
As part of Complete Financial Advice,
Personal Pension Plans are offered for absolute Wealth Protection.
Fee Based… Read more »

Area serviced: Vancouver, BC; Calgary, AB; Toronto, ON; Edmonton, AB; Saskatoon, SK; Saint John, NB

7789984055

Teresa Yeung, CFP®, CIM®, FCSI®, RRC®, RIS, CEA
Financial Planner

Richmond Hill, ON Contact

For over 20 years I help clients find peace of mind by building financial security through integrated wealth management solutions in:
Retirement planning
Education planning
Investment and insurance planning
Cash and debt management
Tax and… Read more »

Area serviced: Richmond Hill, ON; Toronto, ON; Aurora, ON; Newmarket, ON; Vaughan, ON; Scarborough, ON; Mississauga, ON; Brampton, ON; Vancouver, BC; Halifax, NS; Dartmouth, NS

4164909944

Marion York, MA Philanthropy & Development, CPCA, CEA
Specialist in Aging and Transitions

Toronto, ON Contact

Area serviced: Toronto, ON

4165270231

Bruce Young, CEA
CPA, CA | Trusted Advisor

Toronto, ON Contact

I specialize in estate administration involving more complex matters. I do everything other than simple, straightforward estates...but then, as the CICEA recognizes, there's no such thing as a simple, straightforward estate!"
As an advisor to executors,… Read more »

Area serviced: Toronto, ON; Vaughan, ON; Mississauga, ON; Thornhill, ON; Oakville, ON

4169680200

Judith Young Wagner, CEA
FA

Lloydminster, AB Contact

Area serviced: Lloydminster, AB

780 875 4490

Esther Yu, CEA
President

New Westminster, BC Contact

My name is Esther. I used to hold 3 licences, which are Life Insurance, P & C Insurance and Mortgage; all at the same time.
After a couple decades in the Financial Services field, my clients are aging and are gradually requesting for Executors to… Read more »

Area serviced: New Westminster, BC

7789290008

Providing direction when you need it most.

Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may propel you into unknown waters and have you drowning in a sea of decisions.

In the financial industry for over 15 years, I am passionate about helping de-stress the role and responsibility of being an Executor - providing direction, insight and resources to help you navigate the process.

I am a Certified Executor Advisor and Elder Planning Counsellor because I believe that working with the ‘Golden Generation’ requires unique and essential comprehensive knowledge to create suitable solutions to protect the well-being and legacy of our Grandmas and Grandpas.

www.linkedin.com/in/michellewolff-iolitefinancial

https://michellewolff.thelinkbetween.ca/contact

Area serviced: Mississauga, ON

A Commitment in Writing

My goal as a consultant from the
Investors Group is to provide you with the financial freedom and security at
the prime of your life. Utilizing the unlimited corporate financial resources,
expertise and technology, I am committed to develop a plan which will achieve
your goals and objectives. As my client, I will monitor and up-date your
customized plan periodically to reflect the changes in your personal and
financial circumstances. The scope of coverage will include but not limited to
investment, taxation, banking, mortgages, insurance, retirement and estate
planning. My top priority is to ensure the success and integrity of your plan
so you and your family may continue to enjoy the financial protection now and overtime.
As my client, your personal interest and benefits are always first and foremost.

Pierre Wong B.A. CLU CEA RRC Consultant.

Area serviced: Richmond, BC; Burnaby, BC

I started as a London Life sales representative in November 1997. I was promoted to the Sales Manager role in 1999 then took up various director roles from 2000 - 2015. I was appointed as Regional Manager in 2015 and was further promoted to the Managing Director role in 2017 managing three financial centres with about 180 advisors. I started my own firm in mid 2023 after stepping down from my management role at Canada Life. I have the EPC, CHS and CFP designations with a Hon. B.Sc. degree major in Financial Services from the University of Manchester, Institute of Science & Technology.

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Area serviced: Ottawa, ON

Area serviced: London, ON

I manage a team of trust professionals who work with clients to provide up-front estate planning, professional executor services and Powers of Attorney for Property services. I have not been a Trust Officer and am always looking for ways to build my knowledge in this field. With the demographics and amount of wealth to be transition, I view tbhis to be a growing market with demand for estate professionals

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC

Licensed since 1986 after graduating from UBC - Bachelor of Commerce degree (Urban Land Economics). He is the President , Director of RE Institute of Canada BC Chapter and Past Director of National Board FRI CERE and past Director and Governor of Real Estate Institute of BC. RI(BC). He is also a Member of the Commercial Division of the Real Estate Board of Greater Vancouver and a member of the Quarter Century Club.

He also obtained his Cert in Property Management and Cert. in Social Housing Management.

He is also a Cert (CIH) Chartered Institute of Housing.

Currently he is the Managing Broker for 310 salesmen.

Area serviced: Vancouver, BC; Calgary, AB; Toronto, ON; Edmonton, AB; Saskatoon, SK; Saint John, NB

My simple Mission is to make you more money and make your life easier. It's also my Mission to provide the highest quality advice.

As part of Complete Financial Advice,

Personal Pension Plans are offered for absolute Wealth Protection.

Fee Based Accounts provide Relative Strength based Loss Prevention. Minimum CAD$1,000,000.
This is not buy and hold.

Area serviced: Richmond Hill, ON; Toronto, ON; Aurora, ON; Newmarket, ON; Vaughan, ON; Scarborough, ON; Mississauga, ON; Brampton, ON; Vancouver, BC; Halifax, NS; Dartmouth, NS

For over 20 years I help
clients find peace of mind by building financial security through integrated
wealth management solutions in:

Retirement planning

Education planning

Investment and insurance planning

Cash and debt management

Tax and estate planning

Charitable giving

To keep myself well equipped, I
commit to continued education earning several designations including Certified
Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of
Canadian Securities Institute (FCSI®), Registered Retirement Consultant (RRC®)
and Responsible Investment Specialist (RIS).

Volunteering in Canadian Mental
Health Association and Bereaved Families of York Region led me to complete
Death, Dying and Grief Certificate from Tyndale University. I gained tremendous insight from a
psychological perspective which enable me to assist clients in going through
difficult times.

Area serviced: Toronto, ON

A Certified Professional Consultant on Aging (CPCA), I offer a private consulting service as an Aging Advocate and Guide for older adults and their families offering a holistic approach to later life transitions. My role can be likened to Project Manager, liaising with the many
professionals involved in significant age related transitions whether anticipated or unanticipated. I am passionate helping older adults age with dignity and choice by initiating conversations and addressing the importance of planning and communication. I work with my clients to navigate the many components of a complex health care system as a Certified Patient Navigator. With a Masters in Philanthropy & Development and more than 25 years as a professional fundraiser, I have a broad skill set and am quick to build trusting relationships with my clients and families.

Area serviced: Toronto, ON; Vaughan, ON; Mississauga, ON; Thornhill, ON; Oakville, ON

I specialize in estate administration involving more complex matters. I do everything other than simple, straightforward estates...but then, as the CICEA recognizes, there's no such thing as a simple, straightforward estate!"

As an advisor to executors, estate planners, family and small to midsize companies, I help clients navigate intricate matters prone to disputes and litigation.

Based in Toronto, I work with clients across North America, helping individuals and companies facing complex situations:

Assessing and unraveling facts and circumstances, in order to fully inform decision-makers and the choices they face;
Providing an objective, candid perspective, with a results-oriented mindset, to help align stakeholders around reasonable outcomes;
Coordinating the entire process, ensuring efficiency and accountability throughout, and always with a view to optimizing client outcomes .

More about my services and approach on my website (www.CollectiveAgreement.ca) and my LinkedIn profile. The Collective Agreement Overview linked below is a one page PDF for advisors to share with their clients.

Subscribe to my newsletter "Framing/Reframing" - hosted on LinkedIn (all articles are also posted on my website blog).

#trustedadvisor #estateadvisor #disputeresolution #litigationsupport #litigationprojectmanagement

Area serviced: Lloydminster, AB

I partner with my clients to understand what's important to them, their family, and their specific situations. I use an established process, so they understand what is required in order to achieve their financial goals. Goals that evolve and develop over time. Through the years, we partner together for the long term, to ensure that they stay on track.

While working with my clients, I believe that educating and explaining costs and concepts, is as important as the recommendations that we make.

Having lived in this area, on a purebred Angus cattle operation for over 25 years, I am familiar with working with clients of a business, and agricultural background. Specializing with transition planning.

I enjoy working with individuals to help prepare for retirement, live in retirement, and specific client goals. Preparing for the unexpected, and education savings are also services we offer.

Completing my degree at Montana State University, and living state side for 15 years, I decided to move back home, and raise our two boys. At that time, I worked for Cargill as a FMR and grain buyer. I also had the opportunity to work contract positions in other areas. One being for the APX/Hilton Hotel group as a consultant. My love of working in the commodities market, eventually led me to work here at Edward Jones Investments.

You can often find me at the football field, and hockey rink, cheering on our boys. In the summer, we enjoy spending our time at Brightsand Lake. I enjoy sports, horticulture, and attending yoga and spin class.

Area serviced: New Westminster, BC

My name is Esther. I used to hold 3 licences, which are Life Insurance, P & C Insurance and Mortgage; all at the same time.

After a couple decades in the Financial Services field, my clients are aging and are gradually requesting for Executors to assist with their families.

Therefore, I would like to help provide people with a long-lasting and outstanding Estate Planning to my loyal clients.