|Show up on time.||Do what you say you’re going to do.|
|Finish what you start.||Treat people with respect.|
We are an independent, family owned firm, representing many financial institutions in Canada. Our focus is on understanding our client’s needs and helping them make informed planning decisions; not the needs of the financial institutions we represent.
Raymond began his career in 1985, and since 1995 has operated as an independent advisor specializing in helping business owners and their advisors design, implement, and manage tax savings plans.
Raymond holds a CLU, TEP, and CHS designations. The CLU accreditation identifies an individual that has taken specialized courses in tax, law, and estate planning as it relates to the use, implementation, and management of specific estate and tax planning strategies.
We are expert in the design, implementation, and management of our concept, The Exempt Transfer. We also assist CPA’s in gaining a deeper understanding of the benefits and uses of The Exempt Transfer, identifying scenarios where it would add value for client’s, and quantifying that value.
In short, we help people make informed decisions through education.
Aaron began his career in the financial service industry in April 2005 with Corporate Solutions. He is currently working towards his CLU designation.
Aaron is a QAFP in good standing and is bound by the code of ethics, relevant bylaws, and regulations of FP Canada. In 2006 Aaron became a member of The Financial Advisors Association of Canada, the largest voluntary professional association in Canada with over 13,000 active members in 40 chapters across Canada. Advocis, of which Aaron is a member, actively advocates for consumer rights and protections at Provincial and Federal levels of government.
Aaron became a member of the Midland Rotary Club in June 2011, serving as president in 2016-17. He is a Paul Harris Fellow, a Rotary Foundation Benefactor, and volunteers as a facilitator for Junior Achievement. He served as a member of the ‘Start Local’ and YMCA ‘Move to Give’ steering committees. His hobbies include exercise, card games, and chess. Favourite sports include hockey, baseball, and soccer.
Director of Office Operations
Carolyn is responsible for supporting the team on a daily basis. Her role assists the team with their marketing efforts, as well as client services. Carolyn is a multi-tasker that continues to keep the team on track, while also taking care of the accounting.
She is a mother of two daughters, and has two granddaughters. Carolyn enjoys spending her free time with her granddaughters, reading, and enjoying a family cottage in the summer time.
Director of Client Services
Jessica is responsible for overseeing all marketing and client service activities.
Jessica graduated from Queen’s University in 2004 with a BA Hon. in history. She completed her education at Nipissing University in 2005 graduating with a B.Ed.
She has taught elementary school, high school, and from 2009-2013 she taught at The Central North Correctional Centre in Penetanguishene.
Jessica is a mother of two daughters. She enjoys painting and reading.
Director of Corporate Morale
Hugo began his career with Corporate Solutions in 2010. His primary responsibilities include greeting guests and clients in a warm and friendly manner, barking at the courier, and making sure our team gets out for daily walks.
His hobbies include sleeping in the sun, mooching lunch from the team, and receiving various treats.