I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning. In addition to the CEA designation, I have earned several other industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations. I am a member of the Canadian Association of Gift Planners. I am registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.
Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.
Faculty member of the Canadian Initiative for Elder Planning Studies.
Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner in helping you reach your financial goals and dreams.
赵萌, 特许金融分析师，最喜欢这个职业的地方就是她有机会帮助他人实现财富目标，解决财务问题。Amanda觉得她的使命就是“传道 、授业、解惑”：不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要了解金融理财的基本理念，提前规划的必要性，财务安全的重要性，家族财富传承的可行性，以及企业和个人免税延税的合法性。Amanda一直秉承财务规划的量体裁衣性，为每一位客户量身打造通往财务自由的成功之路。
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
I have been in the Insurance Industry for 20+ years and have supported Individuals, Corporations and Carriers in the development and creation of a better consumer experience.
Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.
Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family and community. I have also seen estates unintentionally tear families and friends apart.
A well planned estate takes thoughtful effort transferred into language that is simple and clear to understand.
I am able to assist you in capturing your intentions for your family, friends and charities in a tax-friendly manner to maximize funds to those you love and minimize probate fees and taxes.My intent is to help you realize your plans.
Enjoy your time knowing your estate is planned well.
Professionally, I am currently the Associate Director, Planned Giving with the University Hospitals Kingston Foundation in Kingston ON. I have also worked for over 20 years in the field with the Univerity of BC, the Kelowna General Hospital, Victoria Hospice, and consulted with a myriad of national and regional charities, public and private foundations across Canada in addition to teaching gift and estate planning at the BC Institute of Technology.
Reach out to any one of the Kingston CEA chapter. We are all rather skilled and have become CEA's because we value helping you and your executor realize your plans.
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.
I have been practicing in the family market for the past 47 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.
As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look.
"Financial Planning is not a product, it is a process" Dixie Allen.