| Glenn has over 23 years of experience in providing expert personal and corporate planning solutions for clients ranging from individuals and private enterprise to publicly-traded companies. Glenn’s focus is to provide business consultancy and overview to owner-operated businesses. Glenn is a Certified Financial Planner, Elder Planning Counselor, and a Certified Divorce Financial Analyst. |
Jamie has provided investment, risk management, tax and estate planning guidance and solutions to professionals and family-owned businesses for over 12 years. Jamie’s professional accreditations include Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Chartered Life Underwriter, Financial Management Advisor, and Chartered Professional -- Strategic Wealth. |
| Kathleen has over
15 years of experience as an Employee Benefit and Group Retirement
Specialist. Kathleen brings added value to businesses with a thorough
knowledge of compensation strategies and HR policies. Kathleen is
a member of Employee Benefits Advisors Inc., Canada’s largest
association of independent benefit consultants, providing advice to
their clients on the design and management of comprehensive group
benefit programs. |
|
Fred has over 30 years
of experience in both practice management and advisory roles, and
has maintained an advocacy role for the professional delivery of advice
in the financial planning industry. Fred’s focus is to provide
personal and legacy planning to families with disabled beneficiaries,
as well as personal and practice advisory services for professionals.
Fred is a Registered Health Underwriter. |
