Financial advisor for 30 years. Tax professional for 15 years.
Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry.
Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services.
Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.
RBC LIFE INSURANCE COMPANY
I AM A SENIOR SALES CONSULTANT FOR WEALTH AND RETIREMENT SOLUTIONS. I AM NOW IN MY 24TH YEAR WITH RBC LIFE AS WHOLESALER, WORKING THE MGA AND INDEPENTDENT BROKER MARKET.
I assist Executors and Administrators with Will / Estate matters
A 35 year licensed Funeral Director, owner of multiple locations and interests. Often asked difficult questions when others are unable to be located, I needed to know the answers. Death is 24/7 answers need to be too.
After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007. Ongoing education and experience is as essential to my business as referrals. Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist). I look forward to utilizing my background and resources to assist people with their real estate goals.
I have been an advisor for more than 30 years, serving the needs of clients primarily in Southern Ontario. Along with my son, Michael Fox, we implement and update comprehensive financial plans for our clients for retirement planning, estate planning and business succession planning utilizing investment securities, banking and insurance solutions to meet our client's needs.
Family Business for over 5o years servicing the Port Colborne and surrounding areas.
Insurance speicalist/ financial planning
In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA. Deal in the older age market - most clients are seniors. Licensed to sell money and life products.
I am a CPA and providing the tax consulting services to my clients. My clients are getting aging and I believe it's very necessary to become a Certified Executor Advisor for my clients.
As a financial security advisor, I aim to
develop deep and long-lasting relationships with all clients. No matter how big
or small your question/concern may be, you can rely on me at any time. Whether
it is getting into your new home, planning for retirement, or helping get your
child on the right financial path, I can help. Areas of focus include: Insurance planning (including life, disability and
critical illness insurance), Retirement planning, Investment planning
(including segregated, funds policies), Education savings planning, Group
benefits planning, Mortgages (by referring you to a Canada Life mortgage
planning specialist). Please
contact me any time to discuss how I can help you ensure you are on the right
track to achieving all your goals and dreams.
CPA Firm with focus on Canadian Taxation Compliance.