Membership Type: Advisor
Louis Charles Prefontaine
Wealth management group
Michael Higgins
For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave
Kimberly Beaton
Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.
Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.
Irene Walsh
Kevin Zakus
Rajiv Bissessur
As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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Gleb Troubetskoi Pl. Fin. CIWM
I’m a human, just like you.
And I’m dedicating my life to making this world a better place for my family, for yours and for all life on earth. I do this by helping positive change-makers and conscious consumers secure their financial freedom, in alignment with their values, so that together, we can focus on making this world a better place, for all.
I accomplish that by applying a rigorous process that starts by listening and understanding your needs, values, aspirations and concerns and ends in a follow-through of the action plan so that your life adventure is full of meaning, freedom and success; without a doubt.
If our values align, I can help you:
1. Get a sense of certainty in your today and your future by getting a complete Wealth Plan done for you.
2. Reduce or Eliminate anxiety associated with market fluctuations by enhancing your traditional portfolio of stocks and bonds with Alternative investments.
3. Align your money with your values without sacrificing your Rate of Return, through SRI (Socially Responsible Investments).
4. Get more from your business through smart business planning.
My experience of over a decade, dealing with more-or-less complex people, couples, families and financial situations, has taught me 3 inalienable truths:
1. It’s not because a problem is complex that the solution must be complicated.
2. Managing wealth with short term view, creates short lived results.
3. Shit happens. Be ready.
In today’s world, life comes at you very fast. And regardless whether you’re looking to build a bigger next egg, plan to retire, protect lifestyle at all stages, create a legacy, or sharing-caring with your community; life changes and market movements can alter and sometimes derail those plans. Whatever your situation, being prepared is the only thing that can provide independence, flexibility and comfort through those changes. Are you prepared?
Jordie Hutchinson, CFA
At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for university, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Marc Alarie
Mutual fund dealer
Insurance broker