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

Ian Baker 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

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

Bryan Ference
Bryan is the person I consult first on insurance cases and rely on him 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