Your Financial Update
| Your Financial Update |
| /photos/custom/Lois%20Financial%20Update.pdf ...Full Story |
| December 13, Tuesday |
RESOURCES
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Kevin Jones Chartered Financial AnalystKevin Jones joined Private Wealth and Estate services in 2007. Prior to joining, Kevin held a variety of increasingly responsible positions in the investment industry since 1995. He has worked as a Financial Consultant, a Regional Manager for an Investment boutique firm, and most recently worked on the institutional investment side for a Schedule one bank. In 2002, Kevin obtained the Chartered Financial Analyst designation, which is widely recognized as the top International Financial Analyst designation. Kevin is also a Certified Financial Planner, and has completed various industry specific licenses. Kevin has been active in many aspects of his profession. He is currently a professor of Finance for a local college and has also appeared as a guest speaker at numerous conferences and seminars across Canada. As a Private Wealth Counselor with Private Wealth and Estate Services, Kevin provides assistance to financial security advisors in delivering value-added services to a select group of clients. Geoffrey A. Smith, B.A. (Hons.), LL.B. Geoff is a tax, estates and corporate lawyer, called to the Ontario Bar in 1992. He was in private practice at a Toronto law firm from 1992-96. In1996, Geoff assumed the role of Director, Tax & Estate Planning with CIBC Global Private Banking and Trust in Toronto. He was at CIBC until 2000. Geoff taught Business Law and Estates Law at The Law Society of Upper Canada Bar Admission Course from 1997-2000. From 2000-2002, Geoff was a Tax and Estates Director with Sun Life Financial in Toronto. From 2002 -2007, he was AVP of Advanced Marketing with Hub Financial in Toronto. From 2007 - 2009, he was Tax and Advanced Marketing Specialist with Dundee Insurance Agency in the GTA Resource Centre. Geoff has recently assumed the role of Tax and Estate Planning Consultant, Private Wealth & Estate Services, GWL/London Life, The Resource Centre, Toronto. He has significant experience in preparing and presenting Life Insurance and Wealth Management solutions for business owners and high net worth individuals. Clients appreciate his practical and relaxed approach. Geoff has an Honours B.A. in English Literature from University of Toronto and Edinburgh University. He received his LL.B. from Queen's University in Kingston, Ontario |
