Heather Kiley is the dynamic front line Executive Assistant, to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial
Client care specialist, and in house specialist for estate planning, implementation, disability tax matters and trouble shooting with government departments.
Family Office providing Omega Stewardship ®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions
I am a Class 1 licensed Funeral Director and Death Doula. I am a Rotarian with the North Muskoka Rotary Club and a member of the Royal Canadian Legion, Branch 232 Ladies Auxiliary.
Branch Manager at Integris Credit Union
RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions.
I have been in the business since 2003 serving trust and estate clients initially in the area of income tax and later in the administration of trusts including testamentary and inter vivos, as well as charities.
I am a Tax supervisor and payroll compliance professional. I have been preparing Terminal, estate and trust returns for 23 years. I am taking this course because it sounded interesting and i am an executor in the future.
Angela Kruk is the owner of Gates Law, focusing on serving small businesses and people with their estate planning and administration needs, elevating people above problems.
Sadhana Kumar is a trusted and accomplished real estate professional with over 20 years of experience serving clients across Greater Vancouver and the Fraser Valley. As a Seniors Real Estate Specialist® (SRES®), Certified Professional Consultant on Aging (CPCA®), and Lifestyle 55+ Affiliate, Sadhana has built a reputation for guiding mature clients and their families through major life transitions with compassion, professionalism, and deep industry knowledge.
Her practice is rooted in integrity, education, and advocacy. With a keen understanding of real estate transactions for the 55+ community, downsizing and "rightsizing", Sadhana works collaboratively with senior focused professionals, businesses, and families to ensure a smooth and respectful process during emotionally sensitive times.
Sadhana is known for her ability to simplify complex processes and empower her clients with the knowledge they need to make informed decisions. She is also the administrator and member of Seniors Business Connect, a collaborative network of professionals and businesses dedicated to serving the senior community with care, dignity, and respect.
Her extensive background in real estate, combined with her specialized training in serving seniors, positions her as a valuable resource for executors seeking clarity and support. As a Certified Executor Advisor, Sadhana aims to further her ability to guide executors and families with the empathy and expertise they deserve.
I am an EPC member.
I am also work as an Engineer and an Acupucturist.
As a Certified Financial Planner® specializing in comprehensive financial planning since 2020, I bring over a decade of experience in the financial services industry. I am licensed to provide both insurance and investment solutions, enabling me to offer truly holistic guidance tailored to each client’s unique needs
My journey began in the insurance sector, where I spent eight transformative years building a foundation in risk management and client care.
In 2024, I earned my Elder Planning Counselor (EPC) designation—a reflection of my deep commitment to serving the elder community with wisdom, compassion, and expertise.
My true calling lies in Estate Planning—empowering elders to protect their legacy and maintain family harmony. I work closely with older clients and their executors to ensure their final wishes are honored, their estates are tax-efficient, and their transitions are as smooth and dignified as possible.
From crafting personalized investment strategies to guiding clients through estate administration, I’m proud to be a trusted partner during life’s most pivotal moments.
October 30th 2025 - Mississauga, ON.
6 CE Pending
For more information CLICK HERE
To Register now CLICK HERE