Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Trust and Estate Consultant

Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.

J’ai approfondi ma compréhension de la planification du patrimoine en observant les compétences financières de mon grand-père alors qu’il créait sa propre entreprise. Cette expérience a mis en évidence l’importance cruciale de la relève et de la planification successorale, ce qui a façonné mon approche pour donner des conseils essentiels en matière de planification du patrimoine aux clients ainsi qu’à leurs familles.

Mon processus commence par la découverte de ce qui compte le plus pour vous et vos proches. Avec mon équipe, je prends le temps de poser des questions réfléchies et d’écouter réellement vos réponses, en veillant à ce que nos recommandations soient adaptées à vos ambitions et à vos objectifs uniques. Une fois que nous avons compris vos priorités, nous collaborons avec des experts internes pour élaborer un plan de gestion de patrimoine complet et des solutions sur mesure pour vous et votre famille.

Dans mes temps libres, j’aime passer du temps dans les grands espaces canadiens : faire du canoë, du vélo et de la moto. Je suis également passionné par le soutien à la Société canadienne du cancer : j’en suis à ma vingtième participation à la course annuelle Terry Fox.

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

• Masters of Business Administration (MBA)
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)