Financial quick reference guides:
Meet Our Team
Tom Rowett and Karsten Doose have been in the financial services industry for over 20 years. They have a joint book of business meaning that either partner can serve our clients. Both are licensed in mutual funds & life insurance products (life, disability, critical illness, benefit plans, segregated funds, annuities) as well, both are registered GIC deposit agents. Karsten is a Certified Financial Planner while Tom is educated in tax and accounting. Birgit Radda is also a registered GIC deposit agent and she is the resident GIC expert. While Birgit is the main point person for all new and renewing GICs, she is also Tom and Karsten's manager of administration for wealth and insurance products. Jennifer White is the office accountant including payroll, bookkeeping and assists with tax preparation. We are a down-to earth small shop but we have city-like expertise.
Useful estate planning tools:
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