There is no time like the present to get a handle on your personal finances. Regardless of your age or income there are many ways that good financial planning can benefit you, both in the short-term, and the long-term. Statistics show that many Canadians are living with increasing levels of debt, and without a clear financial action plan. If you don’t have all the answers at your fingertips, your first step towards a more secure future should be to take advice from an expert. Professionals will work with you to maximize the assets you have, and could reduce your debt in the long-term. Seaside is pleased to present a selection of the qualified professions located on the Peninsula who are available to help you.
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Gregory Shearing
Insurance and Wealth Advisor
Cooper Financial Group
Insurance, Financial Advice & Products
At Cooper Financial, we specialize in Insurance and Wealth Planning. We work with successful
business owners and individuals to grow and protect assets and to reduce taxes. Whether it’s guidance on looking after what you have worked hard to achieve, keeping more of it, or learning how to efficiently pass your estate to loved ones, we can help. Cooper has been supporting client success since 1986; we welcome the opportunity to do the same for you.
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Hein Moes
Mortgage Consultant
Invis Inc.
Canada’s Mortgage Experts
Self-employed? We have access to lenders that specialize in self-employed mortgages and understand what they are looking for. Recently separated? We’ve got options that can give both partners a fresh start. Thinking reno? Your mortgage can be your most cost-effective financing option. Retired? Access tax-free cash from your home so you can retire your way. Shaky credit and need a mortgage now? Solutions are available. We can also help you rebuild your credit for later. Thinking like a landlord? Rental properties can be great wealth-builders for ordinary Canadians.
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Peter Dolezal, B.A., M.B.A.
Financial Author, Consultant, Columnist, Lecturer
Dolezal Consultants Ltd.
Comprehensive, Objective, Independent Financial Planning
Peter assists individuals and families striving to make sense of their often-muddled financial ‘picture’. An in-depth consultative process results in a customized, all-inclusive, objective Financial Plan – a personal financial road map with a dual focus: optimal wealth creation prior to retirement; and wealth-preservation throughout retirement. NO financial products are sold by Peter, nor by his Company.
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Wendy L. Everson
Lawyer
Wendy L. Everson Law
Legal Services
Planning your future? Wendy possesses a well-rounded knowledge of law and finance, coupled with experience, to provide advice on the variety of considerations that can influence our daily and future personal decisions. Wendy offers guidance to individuals and their advisors on legal implementation and protection of strategies for legacy and estate planning.
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Deborah Reid, FMA, FCSI
Investment Advisor & Financial Planner
RBC Dominion Securities
Wealth Management Services, Investment Portfolio Management
Deborah cares about her clients, and it shows. It starts at the first visit when her clients are greeted with a friendly smile, offered a warm beverage, and welcomed into her comfortable office. Deborah takes the time to get to know her clients’ priorities, goals and challenges, and fully explains their investments to them—from the most basic concepts to complex strategies. Her ‘personal touch’ is truly appreciated and helps build long-term, trusting relationships.
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Darren Proulx
Accountant
Darren J. Prulx, CGA
Corporate, Personal & Estate Accounting Services
My firm provides a friendly and relaxed atmosphere. Our goal is to provide exceptional service and to make the taxation and accounting experience as stress free as possible. We are here to answer any questions clients may have and provide solid advice. We want the client to have a clear understanding of what is being done and to constantly be proactive with their needs.
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Gordon Benn
Senior partner
Pearlman Lindholm Law Firm
Legal services
We have now opened an additional office in Sidney. Primarily manned by Gordon Benn with access to 19 lawyers in the firm. Contact Gordon for business and property transactions plus Wills and Estates. Gordon is a native of Sidney and is a past President of the Victoria Symphony and current President of the Saanich Peninsula Hospital Foundation and the Sidney Rotary Club.
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Dale Henley
Lawyer
Henley & Walden LLP.
Personal & Business Law
Planned giving is an important part of any estate plan. It is a way of showing you care about the future and what is important to you. As a lawyer, Dale is experienced in helping clients fulfil their estate planning goals. As an involved member of our community, he understands the practical side of charitable giving as a past/present board member of the Saanich Peninsula Hospital, BC Cancer Foundation and Alumni Association of UVIC.
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Chris Cowland
Professional Accountant
Cowland & Associates, Professional Accountants
Corporate & Personal Taxes
Taxation is a fundamental ingredient in any financial plan. We have the depth and breadth of experience to guide you through seemingly complex situations, and we explain things in plain English.We work as a team member with many local and Victoria investment advisers, bankers and mortgage brokers to ensure you have a full picture of your strategy. Success needs to be planned, it rarely comes by accident. We look forward to joining your team!
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Todd Hummel
Investment Advisor
BMO Nesbitt Burns
Full Service Wealth Advisory Firm
Focus on what matters most: your return on life. My clearly defined process for successful individuals and corporations I partner with, starts with listening and understanding your complete financial picture and vision for the future. Working with our in house experts, I create a transparent wealth strategy- including tax planning, retirement, estate planning, and philanthropy. I also offer ongoing monitoring and management. The measure of my success? YOUR return on life.
