Shivani Hallan is an experienced Financial Advisor providing planning and direction to her valued clients for over 18 years. She has earned her Bachelor’s degree in Commerce and has obtained her designation as a Chartered Life Underwriter.
She has been serving families and business owners from a variety of professions, which results in her having extensive experience with many diverse and unique financial planning needs. She is experienced in developing strategies for corporations and individuals a well as assessing their current and future insurance or investment needs.
She is passionate about learning and growing, which comes from her enjoyment of reading, travelling, and interacting with diverse communities.
Karen A. Baker is a licensed Estate Planner and Financial Advisor who is passionate about instilling sound wisdom to train the next generation in using money as a tool and not a goal. With over 20 years in the financial services and insurance industry, she has worked in the admin role leading up to being an advisor – so she is well versed on documentation and ensuring that families are protected with the right combination of protection and income flow.
She blends the technical, tangible and intangible wisdom in her practice to help the next heirs be wise with money and live generously. Karen holds FCSI, FMA, FIC, CLU®, CKA® and QAFP. Her mission is to help families implement tools to protect their ability to earn a living while maintaining a life of purpose.
I am an experienced Insurance and Investment Advisor, over my 18 years in the industry I have serviced hundreds of clients to help them find solutions for their specific Insurance & investment needs. I am extremely passionate about helping others protect the things that matters to them the most.
My business encompasses of life insurances, critical illness and disability insurance, group Insurance, travel Insurance and wealth management. I also offer registered plans (RRSP, RESP etc.), non- registered plans and TFSA.
I look forward to working with you and learning about your situation, your goals, and how I can help!
David Cooke has been in practice since 2001 working with self employed professionals, company owners, and working families. David’s focus on financial protection and his passion for permanent life insurance planning makes him a valuable resource to clients and colleagues alike. David lives in Mississauga with his wife and two children.