E-mail: email@example.com Tel: (416) 290-6455 ext. 26
Michael Bain A.M.P.
Michael is an Accredited Mortgage Professional (A.M.P.). Michael is an independent mortgage agent with Dominion Lending Center Key Mortgage Partners and has been assisting clients obtain mortgage financing since 1989. He is located in Pickering Ontario but can and has arranged financing all over Ontario. Michael deals with over 57 financial institutions so he can find solutions for most mortgage requests.
Mark Matsumoto CPA, CA, CFP
Mark provides financial planning advice for individuals and business owners and provides consulting for plan sponsors of group RRSP's, DPSP's and Pension plans. Mark Matsumoto's business is separated into three distinct businesses: Mutual Fund investing through Investia Financial Services, Inc: Group Savings Plans and Consulting: and Life Insurance, Tax Preparation, Financial Planning, and Fee for Service Engagements. He is on the Board of Directors of the Japanese Canadian Cultural Centre Foundation which solicits planned giving gifts. He also works on special projects, speaking and fundraising events for the JCCC.
Investia Financial Services Inc. (416) 805-3320 firstname.lastname@example.org
Carolan Mackay, MBA, CFP Current President
Carolan's background in treasury and capital markets allowed her to leverage her knowledge into a career in financial planning. She is committed to help her individual and business owner clients manage the complexities of their financial affairs to suit their own personal goals. She's an elected member of the steering committee of the East Scarborough Storefront. She is also the current president of the SEFPC.
Financial Consultant, Investors Group Financial Services
(416) 860-1668 ext 532 Carolan.MacKay@investorsgroup.com
Blake Chapman, J.D., LL.M., S.J.D.
Glenn Allen, CIM®, FCSI®
Glenn is Portfolio Manager and Senior Financial Advisor. As Principal and Founder of Allen Private Wealth Group (APWG) he has four decades of business, financial and investment experience. Glenn and his group at APWG design comprehensive plans for wealth accumulation, preservation and transfer to successive generations. By combining internal expertise with that of external fellow professionals in the Tax, Legal and Estate planning fields APWG creates fully integrated wealth management plans. APWG manages wealth for over 500 families with 4 generations of clients. Glenn is a graduate of McGill University’s professional business management program. He is a registered portfolio manager in Ontario, Quebec, Alberta, BC and Nova Scotia, holds a Chartered Investment Management (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). For more information please visit: www.allenprivatewealth.com
Serge Gingras, BAA, CHS
With over 20 years experience as a living benefits consultant, Serge is a recognized innovator within the industry and holds the designation ‘CHS Certified Health Insurance Specialist’, the highest certification attainable in the discipline of living benefits. Working with disability, critical illness, long-term care and health care insurance, Serge has been involved in industry-leading concepts such as the ‘Integrated Disability Solution’, the ‘Rate Stabilization Strategy’ and ‘ExecPlus’
Geoff Crewe, CPA, CA, CFP
Geoff Crewe, C.A. is a public accounting firm. Geoff and his team of six assist owner-managed businesses, not-for-profit organizations, individuals and estates by providing a variety of accounting, taxation and other financial advisory services. Prior to starting his own firm 20 years ago, Geoff was a partner with one of the large international accounting firms, in charge of the “small businesses” practice at one of their suburban Toronto offices. Past Treasurer and President of SEFPC.
Education Through Experience
FMA, FCSI, EPC, CSWP Investment Advisor
CIBC Wood Gundy
1054 Kingston Road, Unit 3 Pickering, ON L1V 1B4
Tel: (905) 839-2450
Toll Free: 1 (800) 367-5849 ext. 3Greg.Eickmeier@cibc.ca www.gregeickmeier.com
Charles Eyton-Jones, LL.B.
Charles Eyton-Jones Barrister and Solicitor
301 Donlands Avenue, Suite 103
Toronto, Ontario M4J 3R8
Tel: (416) 691-4529
Jon Whitehead, BA, BED, CFP
Jon joined Investors Group in 1986, working in the IG Toronto Downtown Office since 1987. Prior to joining Investors Group, Jon was a teacher and ESL specialist, teaching for eight years primarily in the Artic and Northern Ontario. In 1992, Jon took over his father, John Whitehead’s, Investors Group practice, which John Sr. began in 1962. Jon earned his CFP designation in 1996 and has continued to build on what his father had started; working with families and organizations to provide excellent service and financial advice, to help clients achieve financial security and success.
Executive Financial Consultant, Investors Group Financial Services
Tel: (416)860-7503 www.jonwhiteheadandassociates.com | email@example.com
Wayne Westman CLU, ChFC
Fee for service; Retirement, Bereavement, Tax, Estate, and Succession Planning. Since 1976. Wayne Westman CLU, CH.F.C. President/CEO, The Westman Group
Financial and Lifestyle Change Specialists “Since 1976”™
Tel: (905) 554-6110 Fax: (905) 554-6140
Copyright @ Scarborough Estate and Financial Planning Council. All rights reserved.
John is a manager with the office of Geoff Crewe, CPA, CA, and has been working in public practice for over 20 years.
Tel (416) 490-1042 ext. 34
Blake Chapman - founder of Blake Chapman Life Planning Law, specializes in wills, trusts, and estates. Blake has PhD & Masters in law in addition to his law degree. Lectured at law schools across Ontario and have published in several peer-reviewed law journals in Canada and Europe.
E-mail: firstname.lastname@example.org Phone: (647)360-9519
Andy Kovacs, CFP®, CLU®, CHS™, EPC, CEA
Discipline, focus and dedication. These qualities have allowed me to master my life goals. Thirty three years of training have earned me a 5th degree black belt and the title of Shihan, Master Instructor in Karate. As a Certified Financial Planner, these qualities also drive me to help clients master their life goals. I take pride in helping business owners and families with holistic financial planning solutions. My team and I are dedicated to providing excellent service and to helping you achieve lifetime financial security.
(289) 818-1741 | Andy.Kovacs@sunlife.com | www.sunlife.ca/andy.kovacs
Victor Tuba, CFP
Victor has been providing his clients with quality, caring advice since 1964. He continues to service his extensive clientele in areas of retirement, financial and estate planning as well as group benefits. In addition to his professional efforts, Victor spends considerable time as a Director and past Chairman with Kennedy House Youth Services Inc.
80 Acadia Avenue, Suite 312, Markham, ON L3R 9V1
Tel: (905) 479-7559 ext. 236 Fax: (905) 479-8059 email@example.com
John M. Macaulay, LL.B
Graduate of Carleton University in Ottawa B.A (Psychology) and University of Ottawa (LL.B. Common Law). Practiced law in Toronto since 1973 focusing extensively on Elder Law and its related fields (drafting wills, powers of attorney, and estate planning and administration - on behalf of estate trustees). John's law practice also includes residential real estate purchases and sales.
John M. Macaulay Professional Corporation
Bob Gore CPA, CA, CFP
Margaret Hennebury, CFP
After Margaret earned her Bachelor of Arts degree in Sociology from York University in 1992, she entered the financial services as a sales assistant. Margaret has been a successful financial security advisor and sales manager and currently is a Director in the Toronto East Financial Centre. Margaret enjoys aiding Financial Security Advisors reach their full potential while introducing individuals to the industry and the advisor career. Margaret is married and has two children. In her spare time she enjoys staying fit, socializing with friends and family and the occasional round of golf with her husband.
Jim Boyko, CPA CA, Founding President
Jim is the founding President of the Scarborough Estate and Financial Planning Council. He is a Chartered Accountant, presently owning his own public accounting practice, Elliot & Boyko, Specializing in Accounting, business and tax advice to owners of private businesses in a wide variety of industries.
Tel: 416 492 8430
Jim Chung, CA
Jim Chung, President
Murphy & Chung Professional Corporation Chartered Accountants, Licensed Public Accountants
515 - 10 Milner Business Court Scarborough, ON M1B 3C6
Tel. (416) 298-8868
Fax: (416) 298-9038 Jim@murphychung.ca
Sajjad Hussain, B.Comm, CFP®, CIM®
As a partner at Allen Private Wealth Group (APWG), Sajjad provides professional advisory services in the capacity of a Portfolio Manager and Investment Advisor. Working alongside Glenn Allen, Sajjad oversees all aspects of APWG client portfolios, with a focus on investment management, and financial and estate planning. Sajjad uses his professional expertise and experience to ensure that every client’s short- and long-term needs are proactively reviewed. Sajjad holds a B.Comm from Royal Roads University and is a Certified Financial Planner® professional, CFP®. He also holds the Charter Investment Management (CIM®) designation and is a registered Portfolio Manager in Ontario, Quebec, Alberta, British Columbia and Nova Scotia. Sajjad has written a number of articles appearing in the industry’s top publication – Investment Executive and has been interviewed by the Globe and Mail. For more information please visit: www.allenprivatewealth.com
Barbara Da Fonseca, CPA, CA
Barbara Dafonseca is originally a Chartered Accountant, now Chartered Professional Accountant with over 20 years experience in the accounting and finance field. She’s held the role of Controller, Chief Financial Officer, Auditor, as well as Principal of her own practice assisting individuals and businesses with accounting and taxation services. Currently she works with the Geoff Crewe team focusing on Owner-Managed Businesses, NPOs, Individuals and Estates, providing accounting, taxation, and financial advisory services.
E-mail: firstname.lastname@example.org Phone: (416)490-1042 ext. 25
I entered the real estate industry after twenty years of working for the city of Toronto. I started volunteering with Habitat for Humanity and helped to raise over $50,000 for the organization. I also sit on the committee for CARP (national, non-profit organization committed to building a New Vision of Aging for Canada) Scarborough Chapter 29. We are currently developing intergenerational programs with the YMCA. As a realtor I am committed to help and support seniors and their families. I know the difficulties involved in this process of moving a senior. My father still lives with me at the age of 89. www.trudijohnston.com
Aldo Lopez-Gil, CFP®
Aldo is a full-service Financial Advisor who partners with individuals, families, and successful business owners to help put financial plans in place. Born and raised in the GTA, he attended university in the US. Aldo earned his Bachelor of Science degree in Accounting and Finance from Anderson University in South Carolina. He also holds the Certified Financial Planner (CFP) designation.
Office: 416-691-8730 E-mail: email@example.com
Sylvia is the founder of Schumacher Law, specializing in wills, estates and trusts law. Her business background (prior to becoming a lawyer) informs her approach to the practice of law: providing timely, practical and strategic advice using plain language.
David Dai, CFP, RRC
David is a financial planning professional with over 15 years’ experience in wealth management. He is passionate about helping professionals, business owners, high net worth individuals and families make informed decisions about their money. He does it through a comprehensive 5 step wealth management process to help grow, preserve and protect client assets. His consultative approach to wealth management makes him a much sought after advisor for successful clients.
Financial Consultant, Investors Group Financial Services Inc.
Office (416) 491-7400 Ext- 6559 email: firstname.lastname@example.org https://advisor.investorsgroup.com/en/david_dai
Jonathan Morse, LL.B. LL.M.
Jonathan Morse is a Director of Wealth Planning at BMO Private Banking, where he focuses on Estate & Trust matters.
He joined the Private Bank in August 2015, after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan was an associate at an estate litigation firm.
Now he works with our high-net-worth clients to help them create estate plan strategies and solutions. He identifies concerns and helps clients navigate issues to ideally avoid future estate disputes.He graduated with a Bachelor of Laws (LL.B.) from the University of Ottawa and was called to the Bar in 2005. In 2014 Jonathan earned a Masters of Tax Law through Osgoode. Jonathan is a member of STEP, the Society of Estate and Trust Practitioners.
Nathan Wright, LL. B., MTAX, TEP
A member of the Law Society of Upper Canada since 2006, Nathan earned his Master of Taxation in 2009. Nathan has practiced tax in Toronto since his call to the bar and in 2014 he became a founding partner of JGW Business and Tax Law LLP. Nathan specializes in corporate tax planning and personal tax and estate planning for owners of small and medium sized businesses. Nathan regularly draws upon the broad base of tax knowledge he has acquired to advise on a wide range of tax and tax-related issues, such as choosing an appropriate business vehicle for new ventures or start-ups, partnership structures, the use of family trusts, the effective use of life insurance, and business succession planning to family members or through a management buy-out or third party sale. Nathan is often consulted to design tax-effective cross-border structures for Canadian businesses expanding into the U.S. (and vice versa) and he also advises individuals arriving to and leaving from Canada. Nathan regularly meets with accountants, financial planners, and other lawyers to discuss planning opportunities that may be available to their clients.