Wayne is originally from Orangeville and has been practising law here since 1986. His areas of practice include Real Estate – Sales, Purchases and Mortgages, Business Law and Wills and Estates. Wayne works closely with clients and their other professional advisors to develop an estate plan which includes the preparation of Wills, Trusts, Joint Ownership and Powers of Attorney to implement clients’ individual needs while applying estate planning tools to minimize tax consequences. Wayne also represents and advises Estate Trustees and Beneficiaries in the administration of estates.
I have been working in the financial planning industry for over 30 years. I work to build long term relationships with clients, and assist them in making more informed financial decisions, to best suit their financial circumstances and objectives.
Carters Professional Corporation (Carters) is a dynamic full service law firm with fifteen lawyers, dedicated to providing a high standard of legal services and proactive advice. Carters provides assistance to clients in the Greater Dufferin and Caledon area, as well as across Canada and internationally through its offices in Orangeville, Toronto and Ottawa. Carters is the largest law firm in the Greater Dufferin Area, and has attracted a number of experienced lawyers, including five that have been ranked by Lexpert and three by The Best Lawyers in Canada, as leaders in their fields. Carters has also been rated by Chambers and Partners, an international rating service for lawyers. The lawyers and staff at Carters are committed to excellence in providing clients with complete legal solutions for their unique needs.
CARTERS PROFESSIONAL CORPORATION (Carters) is a dynamic full service law firm with fifteen lawyers, including one counsel, dedicated to providing a high standard of legal services and proactive advice. Carters provides assistance to clients regionally, across Canada and internationally through its offices and meeting locations in Ottawa, Toronto, Mississauga and Orangeville, Ontario. The lawyers and staff at Carters are committed to excellence in providing clients with complete legal solutions for their unique needs.
Friendly central Orangeville firm of three lawyers and support staff, practising in Wills & Estate Planning, Estates, Real Estate, Business Law, Corporate, General Litigation, Family Law and Intellectual Property. We provide cost-effective, timely and experienced legal services to assist you.
Friendly central Orangeville firm of 3 lawyers and support staff, practising in Wills & Estates, Family Law, Real Estate, Business Law, general litigation and Intellectual Property. We provide cost-effective, timely and experienced legal advice to assist you.
At BDO, we believe that delivering exceptional client service is the foundation of our being a trusted advisor. With more than 100 offices from Vancouver to St. John’s, our 3,000 empowered professionals are committed to providing clients with practical advice and insight, tailored to their industry, unique priorities and ambitions. Through clear and open conversations, and with a focus on delivering value for money, we strive to exceed the expectations of our more than 50,000 business clients.
A life-long resident of Dufferin County, Shawn has grown up in the Hills of Headwaters and is familiar with the local community and its needs. As a CFP, CLU and RRC, Shawn’s Private Client practice works with mature and established clients. Our clients have come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs. We design and manage comprehensive solutions for professionals, high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.
BDO believes delivering exceptional client service is the foundation of being a trusted advisor. With a focus on delivering value for money, our tax advisors are an excellent resource to make year-round tax planning easy. In addition to assisting with annual tax compliance obligations, we work with families to plan an effective transition of business and family wealth. We ensure that a comprehensive estate and succession plan is in place to minimize income taxes, probate fees and other costs.
As an Advisor with TD Wealth, Private Investment Advice, I provide customized and comprehensive wealth management advice and investment solutions. By building a long lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.
As a Wealth Advisor at BMO Nesbitt Burns, I provide investment, financial planning and estate planning expertise to you and your family. I ensure you understand the investments you own, are comfortable with your financial plan, and confident that the decisions we make together will grow and protect your wealth.
I am an Orangeville native and joined the financial services industry in 2008 and later established Starview Financial Advisors in 2011 with Terry Sullivan CFP. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice to individuals, farm operations, business owners and their families. We provide exceptional, cost effective service to meet clients’ retirement, estate, tax and investment goals. As a Certified Financial Planner (CFP) and a graduate of the University of Guelph School of Engineering, I utilize my analytical skills to assist clients in bringing clarity to their financial picture.
I understand that life is busy for families today and it’s sometimes challenging to find the time to plan for your financial future. I’m committed to taking the pressure off by giving you the tools only an experienced advisor can provide. I’ll take the time to listen to your goals and dreams and help you build a road map to financial success. During my thirteen years as a Sun Life Financial advisor, I’ve seen our community change and grow. I believe that helping people and businesses build strong financial futures translates into a stronger local economy and community. Give me a call and together we can get started building a financial plan to help you achieve your goals and dreams.
I started a client focused financial planning business in 1996 and with continued success and growth I established Starview Financial Advisors with Trevor Pugh CFP in 2011. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice to individuals, farm operations, business owners and their families. We provide exceptional, cost effective service to meet clients’ retirement, estate, tax and investment goals. I have more than 30 years of business and financial advisory experience and have obtained the Certified Financial Planner (CFP) and Professional Agrologist (P.Ag.) designations.
Melissa and the team at RLB recognize that individuals work hard all their life to build what they have, and it is important to ensure that their assets are protected today and tomorrow. We can help provide peace of mind when it comes to their estate and transferring their personal or business assets.
We work with our clients to build a comprehensive estate plan that will protect the their needs and that of their family and the next generation.
Steve White grew up in Orangeville and has been practicing law in the community for 33 years. Over the years (1980-2006) he built a general practice with Mr. Justice Peter N. Bourque. Justice Bourque was appointed to the Ontario Court of Justice in 2006. Steve has significant experience in the areas of wills, powers of attorney, and estate administration; real estate and mortgage transactions; and corporate and commercial work for closely held companies.
My passion is helping people prepare long-term, personalized financial plans to help them navigate through their options, while ensuring they still reach their goals. With my 20 years of financial industry experience, and a team of specialists available at my fingertips, I am able ensure that my clients receive high quality, realistic advice. I specialize in identifying tax efficient investment and retirement income strategies, and I am able provide truly personalized portfolios with a wide variety of 3rd party financial solutions!