I have been working in the financial industry since 2000. I work with generations of clients in a holistic way, factoring in their short term as well as their long term needs. I am licensed with several life insurance companies and specialize in segregated investment funds. These investments are especially attractive for my older clients who are interested in estate planning due to Maturity and Death Benefit Guarantees and possible bypassing of probate.
I am passionate about Responsible Investments; it is so gratifying for me to work with clients who share my passion to take steps to make the world a better place for themselves and for future generations. Responsible investments apply negative screens as well as positive screens using shareholder advocacy to promote positive environmental, social or governance changes.
Segregated funds are offered by Financial Horizons Group, my Managing General Agency, Commissions, trailing commissions, management fees and expenses all may be associated with segregated investments. Please review the Information Folder before investing.
CABINET DE PLANIFICATION FINANCIÈRE
CABINET DE SERVICES FINANCIERS
www.groupemirador.com
Au service de l’Union des Artistes
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.
I believe that successful investing is more than just a numbers game. As a leader in both the non-profit and business sectors, I have learnt that building and growing a sustainable enterprise requires the integration of financial & economic considerations with environmental, social and governance (ESG) issues.
My investment career began over 25 years ago after a diverse background of farming, forestry and soldiering. I have worked with boutique investment dealers, a major Canadian bank owned dealer and a Global Investment Bank. I am currently a Managing Director & Portfolio Manager of a multi-family office and Investment Counsel. Previously I have served as a branch manager and associate director responsible for teams of advisors which added to my broad career experience and skills. Nevertheless, the well-being of my clients is, and always will be, my primary focus.
All of my clients benefit from a systematic process that allows me to assess their needs and build a plan that will guide them to their goals. In doing this I take into account their personal values that may affect their investment choices. The investment process is no less rigorous and integrates financial analysis with ESG considerations.
I hold the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. I have also earned the Responsible Investment Specialist (RIS) and Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association and PRI Academy.
Work aside, my community volunteering keeps me active as chair/director (current & past) of a number of Greater Victoria organizations including Camosun College, Garth Homer Society, Duke of Edinburgh Awards Society, the Saltspring Island Advisory Planning Commission (Islands Trust), and Greater Victoria Public Library. I am also a Rotary Club member.
At BJK Financial Group we believe in Matching your Values, to your Investments through Responsible Investing.
Learn more by visiting our website.
I grew up on a horse farm and lived in Alberta until attending the University of Western Ontario. My wife, Helen, and I now live in Caledon with our twin son and daughter. I enjoy many things in life including: humour; reading; music; food; photography; skiing; cycling; hiking; and coaching my son’s baseball team. I have a strong interest in environmental issues and social responsibility.
I began my career in financial services in 1991 and have worked to achieve designations such as: Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I enjoy talking with members about responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning.
Over the past 28 years, Sara has built her practice as investment advisor and financial planner, guided by her core business values of integrity, transparency, trust and respect.
From social entrepreneur in the 1980’s to financial advisor since 1993, Sara has long believed in the power of business to contribute to positive change in society.
She is passionate about responsible investing, and helping people meet their financial goals, in concert with their personal values.
For many years, Sara was an Executive member of the Ethical Investment Group (EIG), an investment club in Montreal, dedicated to proving that investors can do well while doing good! Also a lover of the arts, Sara acted as President of the board of directors at Youtheatre for over 15 years, and remains an active supporter.
Along with my husband, Nathan, and our three wonderful daughters, I am an active member of St. Jacobs Mennonite Church. In my spare time you’ll find me enjoying my family, and playing slo-pitch in the summer months.
I love my job! I started my career at Kindred in 2006 after graduating from the University of Manitoba. I have filled various roles and gained extensive knowledge in many areas of financial services. I value the opportunity to meet members, build long-term relationships, and work together with other staff to assist members in making knowledgeable and informed decisions about their investments and future savings. I’m motivated in my work, knowing that members place their trust in me and have given me the opportunity to share my knowledge with them as I participate in planning for their future. I always follow up with members to make sure they receive excellent service!