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.
At Arrival Financial Solutions, we focus on business owners, group benefits and helping women through transitions in life. We work with Clients from the Chatham-Kent area who have a goal in mind but need help to achieve it. We can help you through major life moments. We will help you by building up your financial wellbeing while protecting yourself, your family or your business.
Welcoming. Everyone matters to us. We want Clients to feel comfortable, so we’re always friendly and approachable.
Personable. It’s our nature to be personable and attentive. We’ll always spread this value to connect Clients to the good fortunes life has to offer.
Knowledgeable. We’ll continue to seek, learn and know the facts so we can provide distinct, wise solutions.
Trusting. We believe honesty and sincerity are the keys to long-term successful relationships.
Flexible. Every person has a unique situation. We listen so we can help customize a plan to address Clients’ obstacles and help fulfill their vision.
Hardworking. We all come from small-town families with a strong work ethic. We’re full of conviction and will do what it takes to get the job done.
Confident. Our team has many combined years of experience in the financial services industry. Seeing the results Clients have achieved, we believe the work we do makes a difference for people.
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.
The focus of my practice at Edward Jones is to provide my clients with a clear, intuitive pathway to help build out the future they want. I believe in a holistic approach which means clarifying your expectations and goals, before we ever talk about investments. My expectation is that my clients will feel confident, calm, and assured that they have someone they can trust. You deserve more than an "advisor" putting you in expensive products, with basic advice.
Prior to joining Edward Jones, I worked in refineries as a measurement and control technician. I had a great, very technical career, at a top company in the industry; I decided to leave that behind because I saw friends and coworkers who had "financial advisors", getting sold cookie cutter planning and products, with no idea how much they were paying. They deserved more.
Coming from an industry where missing details can mean not going home to your family, I have applied that same level of diligence with my clients and their details. Every detail matters. Working with, and helping clients build strategies tailored for them is all I do now, and I love it.
I have a flexible process to get to know my clients, what's important to them, and to see how we might fit. Having owned a business, I work exceptionally well with business owners, as well as their accountants and lawyers. If you think you want to have a discussion, it's my commitment to have an open, friendly conversation, and my aim is to give you the best service you will ever receive.
I'm delighted to have been with my wife for over 10 years, and we love trying to keep up with our lively little girl. We enjoy spending time with family and friends, kayaking, skiing, hiking, and gardening. Life's about more than money, and it's important you work with someone who understands that.
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.
Hi I'm Karl Bloedorn, I've worked as a Financial Advisor for over 20yrs. I have a background in business and graduated from University of Victoria with my BComm. At BPF Wealth we tailor your investments to suit your unique goals and values. We work with you to educate and inform you of your various invesment choices, so that you can the best possible decisions in securing your financial future.
CFP Professional with thirty years experience.