Blog Archives

Pat Soullierre

Pat Soulliere founded her company in 1978 and for many years has demonstrated the ability to mentor, teach, and develop long lasting relationships within her industry and community. Pat and her team provide the families with whom she works with an opportunity to build and achieve their financial goals while assisting them with their charitable

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David Woo

For over 25 years David Woo has assisted families attain their financial and philanthropic goals through the strategic use of effective tax elimination and financial planning strategies. With his guidance, he has helped families reduce their income taxes, while at the same time, redistributing upwards of $4 million dollars towards those causes that are deeply

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Lynn Whetham

Lynn Whetham is a Financial Writer, Educator, Speaker and Radio Show Host. As a professor, she specialized in teaching financial planning assisting people to create a retirement of their own design. Lynn is passionate about helping individuals discover the tools and knowledge they need to maximize their financial and philanthropic opportunities. As a result, Lynn

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Joan Cosby

For over 14 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic objectives. With a strong background in Canadian tax law, Joan helps to develop strategic estate plans that include both efficient wealth transfer and effective charitable giving strategies. To date she has

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Michael Caldwell

For the past 25 years, Michael Caldwell has been assisting seniors and retirees achieve their retirement goals. With over 40 years’ experience in the financial industry, Michael has helped individuals dramatically reduce their income taxes, avoid estate taxes, manage their portfolios, and most importantly, protect their estate values for their loved ones and those causes

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Jay Stark

Jay Stark has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes for more than 18 years. His presentations further expand on these key strategies and take full advantage of the tax incentives our government has created to encourage charitable giving. His counsel and expertise have

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Brad Willems

For over 25 years Brad Willems has assisted families in implementing tax and financial strategies that maximize their inheritances and philanthropic intentions. He is a sought-after educator and has appeared on Global TV and PBS where he has discussed a variety of topics, including planning initiatives available to families and business owners. Brad puts into

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Jeremy Hampson

Since 1996 Jeremy Hampson has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes. At the same time he has helped redirect over $20M of those taxes through the strategic implementation of philanthropic planning strategies. Having grown up with an intellectually handicapped sister, Jeremy has firsthand

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Tina Tehranchian

Tina Tehranchian believes in giving back and improving the lives of her fellow Canadians through her volunteering, teaching, presentations and consulting. Since 1991, she has been advising individuals, families and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income. Her

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Ryan Fraser

Ryan Fraser is a nationally known Planned Giving expert with an extensive background as a leader, volunteer and founder of many charitable organizations. Fraser combines a unique background and skill set that bridges both the estate planning and charitable industries. He is a past Chair of the Canadian Association of Gift Planners (CAGP) London Roundtable,

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