Our Consultants
|
|
Ed Olkovich Author and Lawyer Certified Specialist in Estates and Trusts Law edo@mrwills.com Ed Olkovich is an author and Toronto lawyer certified as a specialist in Estates and Trusts Law. He was a founding chair organizing the Ontario Make a Will initiative. Ed speaks to professional and public audiences across Canada. Known as Mr Wills, he is an inspiring and entertaining speaker. He makes estate tasks..."easy, and more importantly, fun!” Since 1978 Ed has operated his own law practice in Toronto. His firm's website http://www.mrwills.com/ offers free valuable downloads on estate topics. Ed helps estate executors and deals with contested estate litigation and dispute mediation. Ed is also the founder of http://www.estatetherapy.com/. It provides the next generation of online tools in estate matters. Get instant solutions today- the EstateTherapy™ way. |
|
|
Gary Booth Chartered Accountant Gary Booth CA Professional Corp. www.garybooth.com gbooth@garybooth.com Ph: (416) 626-2727 Gary has over 20 years of experience in public accounting. His team of professionals provide comprehensive accounting services for business owners, individuals and non-profit organizations. This full service accounting office specializes in all types of personal tax returns including past year returns, deceased person’s returns, estate returns and tax savings strategies. They also offer financial statements preparation, reviews, audits, corporation tax returns & bookkeeping services. Whatever your needs they have an approach which will improve your results. |
|
|
Rahim Dhalla Director, Portfolio Management for Counsel Portfolio Services rdhalla@counselwealth.com As director of the Portfolio Analytics team, Rahim is responsible for the design and implementation of analytically based solutions to generate portfolio and sub-advisor risk profiles. These analyses are used to conduct portfolio composition and risk evaluation assessments on all Counsel investment solutions. He is responsible for conducting regular attribution reviews and performance modeling on Counsel’s funds and portfolios. Rahim also assists the Chief Investment Officer in conducting regular qualitative reviews of Counsel’s investment specialists. Rahim is a graduate of University of Western Ontario, with a major in Statistics. He holds the Canadian Investment Manager (CIM) designation. |
|
|
Rana Chauhan Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services. Prior to joining Counsel in 1998, Mr. Chauhan spent two years as a Canadian Equity Analyst with a Municipal Pension Fund. He also spent two years as an International Equity Analyst with a U.S. Bank and two years as an Investment Strategist for Investment Planning Counsel Inc. He has been involved in the investment industry since 1987. Mr. Chauhan is a graduate of Medicine and Physics from University of London in England. |
|
|
Richard Allatt IPC Mortgage Broker (Lic.# M08000111) IPC Save Inc. (Lic.# 10227) rallatt@sympatico.ca Richard Allatt is a licensed mortgage broker and brings 25 years of experience in credit management, personal lending and mortgages. His career encompasses a wide array of achievements and responsibilities with various Canadian financial institutions. Whether it is your first mortgage or you are simply renewing, we want to ensure that you get the best terms possible. Our objective is to 'shop the market' so that you don't have to. You can reach Richard at (905) 212-9796 - Ext. 3275 |
|
|
Richard Chuback Barrister and Solicitor Ph: (416) 787 1161 - Ext. 224 rchuback@hsbclaw.com Hoffman, Sillery, Buckstein and Chuback Richard will meet with you at our offices to prepare your Will and Power of Attorney. |
|
|
Jayne-Ann Steele BSW MSW RSW Office: 416-237-0447 Cell: 647-233-7494 E-mail: jasteele@erg.on.ca Seniors today have more choice than ever before when considering what supports they need to help to manage issues related to deteriorating health. In-home caregiver arrangements, retirement homes with the ability to offer assisted care, and other long term care options can be confusing. For many seniors and their families, the existing network of community agencies and other publicly and privately funded resources represents a complicated system that is difficult to sort through and access. Drawing on her extensive knowledge of and experience with community care in front line, senior management and public policy positions, Jayne-Ann Steele (BSW, MSW, RSW) helps clients determine their needs, learn about the services available, work through the options, and find the approach that is right for them. Jayne-Ann works independently for her clients and is not affiliated with any service provider organizations, giving her a unique ability to advocate effectively on behalf of her clients. This independence, along with her excellent working relationships with community partners makes her an invaluable resource. Jayne-Ann works with families who want to plan for the future and with those families who are in a crisis and need immediate support. |
Your Personal Financial Website
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.