Richard Walsh is an experienced and qualified professional who
built his business with a focus on relationships, accountability and client
Sense of Responsibility
Richard sees his job first and foremost, as a way to make a
deep, positive impact for the people who depend on his efforts in helping them
to manage their financial well-being. His prime directive is to provide his
clients with “PEACE OF MIND” as they manage their financial wellbeing.
Determined to Solve the Problem
After meeting with many clients who came away disappointed from
their previous advisor, Richard decided he could serve people better. He
designed his investment process entitled "The Net Worth Navigator Process"
to supply the missing elements. Once inducted into his Investment Process, Richard's
clients create a “Financial Blueprint” that Access and Design both short and
long-term goals and then Implement and Track their Investment strategies on
order to successfully achieve their financial peace of mind.
Richard is a veteran of almost 30 years in the industry. He has
a B.Sc. from Concordia University, and he is licensed to provide Securities
Investment Advice. He is also licensed to trade Options and is licensed in
Insurance of Persons.
Certified Financial Planner
Certified Divorce Financial Analyst
Half of my clients are Career Women
Independent Financial Advisor since 1994.
Del is a Wealth & Insurance
Advisor, primarily for successful professionals and business owners who aspire
to financial independence and a "work optional" lifestyle. He has
developed and refined a process that puts the pieces of the financial puzzle together for
his clients as their life unfolds and needs evolve. Retirement planning, estate
planning, risk management planning are a big part of the process, as is debt
and cash flow planning. Del works with his client's other professional
advisors, such as lawyers and accountants, to facilitate a team approach to
Arnold Zweig has been helping clients with civil litigation matters since 1979. He has worked in the areas of franchising, landlord and tenant, family, construction and real estate matters for both plaintiffs and defendants. He has over the years dealt with numerous estate disputes as well.
His experience has shown that most disputes arise from a lack of information or a lack or inability of two sides to communicate with one another. Once there is full disclosure and a complete understanding of each sides position, most disputes can be easily resolved. Estate disputes are unique in that the person at the centre of the decision making is no longer available to be questioned.
A unique opportunity presents itself for resolution of even the most complex matters. Mr. Zweig, along with his law clerk, Mallory Smith, devotes his own personal time to each client and has a dedication to resolve a dispute efficiently, quickly and with a view to ensuring that any legal fees are not out of proportion to the problem at hand. Together they make a strong team to help resolve your issues.
Let's get together and have a conversation. Planning is all about aligning your assets and goals with your values and beliefs. Upon completion you will have developed a unique plan with solutions that assist you with your goals. I am a life insurance and financial advisor. I now hold the CEA designation. Thru Advocis I am a Chartered Health Specialist (CHS). Thru The Canadian Association of Farm Advisors I hold a CAFA designation. In a busy technical world, I feel sitting down and having a conversation is the best way to determine what is important to you, your family, your business, for today and tomorrow.
I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.
Mainly focus on Retirement and Estate Planning.
Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent. He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997. He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career. Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.
TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals. Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with you to educate, facilitate, and coordinate your financial affairs, so you can concentrate on what you do best.