I own a financial planning and a tax/accounting company. We are all about helping our clients create high net worth and then transferring that to the next generation. We offer:
Personal Tax Preparation
Corporate Tax
Fee Based Financial Plans
Life Insurance specializing in the Infinite Banking Concept
Tax Planning
Agent for co-operators insurance - sell P&C products as well as life and seg funds. Also a member of CFIS and licensed to sell mutual funds.
A Paralegal for 30 years. I now also teach Paralegals at the University and College level who are working towards their Diplomas.
A Certified Legal Coach who is able to assist unrepresented parties in their access to justice pursuits.
Bedford Financial is solely owned and operated by Brad Bedford. I operate in partnership with William (Bill) Brekelmans. Our business serves families with one on one financial advice. With over 45 years of combined experience we offer expertise in an personalized setting that most clients cannot expect to receive from larger firms. We both also hold our Registered Health Underwriter designation. References happily provided upon request.
I have worked as a Director of Human Resources for a large federal government agency and possess a Bachelor of Human Resources and Labour Relations. I have taken university law classes as part of the courses necessary to complete the degree.
I providing daily money management and other financial services for those who don't, can't or shouldn't such as Agent for Power of Attorney, Agent for Personal Health Directive, completed some of the duties of an executor at the request of and under the direction of a Certified Executor/ and if I am successful in becoming a Certified Executor Advisor, to provide executor (personal representative services) to clients as well.
Anne received her Certified General Accountant designation in 2000 and was the recipient of the McGillivray Partners Award for Accounting Excellence.
Anne is a partner with Henderson Roller Partnership and has been in public practice for over 28 years. She consults to her clients on accounting, corporate and personal tax preparation and payroll.
Anne’s clientele includes business owner / managers and her expertise is in preparation of estate and trust and non resident tax returns.
I've had the opportunity to help hundreds of my valued clients achieve financial security, through Insurance based products and solutions.
I founded Infinite Insurance with this exact goal in mind; using over 20 years of sales and management experience in the Financial Services Industry, including Investment Banking and providing an unparalleled customer service experience for my clients.
October 30th 2025 - Mississauga, ON.
Early Bird Pricing in Effect Until July 30th, 2025
6 CE Pending
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