Your Financial Planning Team

My "Partners In Planning"

Financial Planning encompasses many different areas of specialization which is why I have a team of professionals that can advise on each part of your situation to ensure we put together a strong, cohesive financial plan for you.

Accounting

Narinder Johal and his team provide thorough and proactive advice.

Actuaries

Stephen Cheng and his staff assembles and oversees the administrative details on Individual Pension Plans (IPP's), Retirement Compensation Arrangements (RCA's) and Registered Pension Plans.

Financial Planning and Professionally Managed Investments

Kevin Gebert CFP
Kevin is my overflow guy, so to speak. If my time is constrained, and you come to us wanting to become a client, Kevin may be the point person that you will be working with. The determining factors are a) how complicated your situation may now or could eventually be and b) the financial assets you potentially could be entrusting under our administration.


Arnold Machel CFP
I recognize that you rely on me greatly to oversee your financial and retirement plan. My most trusted colleague, Arnold Machel is the person who fills my shoes when I am out of town on holidays. We also have a formal agreement in place, whereby in the event of either of our untimely death or disability the other will “take the reigns" on all business and client relationship responsibilities. Arnold and I share and are committed to the same life foundations and business philosophy. So in the unforeseen event that I can no longer be there for you, you will be very well taken care of.

Legal

Inc Business Lawyers
Don Moir can help you incorporate, do a mortgage on a home, review or draft a will, lease or contract. He provides wisdom in his advice and counsel.

Insurance and Risk Management

Partners In Planning Insurance Services Ltd
This is very much a team approach when working on insurance cases. I rely on a coordinated effort between them and the key insurance companies I deal with namely Manulife, Transamerica and Equitable Life for help in specialized insurance and estate planning cases. Together we explore all options for the holes identified in the "risk management" part of your financial plan.

Stocks, Bonds and other Securities

Tony Minichiello, Bailey Lim (head trader)

Discount Brokerage