Coady Cormier, BBA (finance), LLB, TEP
Vice President, High-Net-Worth Planning Services
Coady has assisted high-net-worth and ultra-high-net-worth families since 1992. He works closely with your investment advisor to structure your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer. His expertise includes tax and estate planning for executives, business owners, professionals, retirees and individuals with U.S. issues.
Jeff Unruh, CFP, CMA, CLU, B.Comm.
Financial Planning Consultant
Jeff has been providing tax and financial planning services for both individuals and business owners since 2000. As a Certified Financial Planner (CFP) and a Certified Management Accountant (CMA), Jeff focuses on understanding your current financial situation and objectives in order to identify strategies to help you achieve your life goals.
John Simes, J.D.
Vice President, Will & Estate Consultant
John attended the University of Manitoba and received a Juris Doctor in 2002. He works closely with your investment advisor to help structure your estate in an efficient and tax-effective manner. Following your meeting, John will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Mike Macoun, CLU, CHS, TEP
Vice President & Estate Planning Specialist
Working closely with your investment advisor, Mike assesses your wealth management needs and recommends creative, tax-exempt insurance strategies to address them. For complicated situations, he works with your other professional advisors in the development of appropriate solutions. He can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth.
Eric Milner, CLU, CHS
Estate Planning Specialist
Eric is a valuable member of your advisor’s team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. With experience in both personal and corporate insurance planning, Eric is able to provide unique and customized solutions to meet your needs and maximize the financial and tax advantages of insurance products. He focuses on wealth management solutions to manage financial risk, business succession planning and maintaining family harmony, and assist in the realization of philanthropic goals.
Michelle Kasper, TEP, PFP, CFP
Estate and Trust Advisor
Michelle brings the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. She has continued to deepen her knowledge and expertise and works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Michelle can help.