Adrian is a seventeen-year veteran of the financial planning industry. Since 1992, after receiving the IFIC (Mutual Fund) and Branch Manager’s certifications, he started a financial advisory practice. In 1997 Adrian started his own private wealth management firm. As President of Reynolds & Associates, he developed, refined and implemented an advanced program of wealth management strategies for high net worth investors. Adrian is active in the financial planning industry as a Vice-President for the Peel/Halton chapter of Advocis (Canadian Financial Advisors Association). Adrian is a regular speaker for many corporations, associations, and other industry groups on the topics of financial planning trends and leading wealth management solutions for executives and business owners.
As the result of a challenging 14 - year dementia care experience, Karen Henderson founded the Long Term Care Planning Network, Canada's leading on and off-line resource centre for aging and long term care. Her seminar series, eldercare web sites, newsletters, TV/video series and Long Term Care Planner are internationally recognized as key aging and long term care educational and resource tools.
Karen is now a well-known educator, speaker, writer, media commentator, publisher and consultant in the field of long term care for the elderly. She has been published in leading geriatric journals in Canada and has spoken across Canada and in the US to a wide variety of organizations from hospitals to law firms.
Warren MacKenzie has been providing investment advice to Canadian families since 1987. Prior to forming his own company, he was a senior vice president and financial advisor with two of the country’s largest securities firms.
Warren is a passionate advocate for investor education and complete transparency in advisor–client relationships. He has delivered hundreds of investment seminars to corporations and public-sector organizations over his career, and is frequently called on by the print and broadcast media on issues related to personal finances and investor advocacy. A prolific writer on investment strategy and retirement planning, Warren authored ‘The Unbiased Advisor’ and co-authored ‘New Rules of Retirement’, both published by Harper Collins.
Warren holds Bachelor of Arts and Bachelor of Education degrees from Saint Mary’s University in Halifax, Nova Scotia. After earning his Chartered Accountant (CA) designation, he joined a national firm of chartered accountants. During his 12 years in public practice, Warren managed his own accountancy firm and worked as a trustee in bankruptcy. His professional accreditations include Certified Financial Planner (CFP) and Certified Hedge Fund Specialist (CHFS).
Mike began his career as a designer and builder of residential and light commercial space. His qualifications include a Civil Engineering degree from the University of Waterloo and certification by the Association of Professional Engineers to perform commercial space audits.
In 1993, Mike recognized the need for qualified professionals within the building measuring and floor plan industry. In response, he founded PLANiT Measuring® and has since developed the award winning, patent-pending MeasuringBoard® system. Under his guidance, PLANiT has become a recognized leader in professional building measuring.
Prior to entering the Financial Service Industry in 1992, Greg served the public of Toronto as a Level III Paramedic. Relationship and life skills learned during his years as a Paramedic have proven to be an asset for building long term client loyalty. Greg has spent most of his Financial Service career implementing Wealth Management Strategies for clients. Extensive experience in the areas of portfolio management, risk management and taxation provide a solid core background for his role as a Wealth Management Specialist. A focus on servicing the diverse needs of his clients, while maintaining long term relationships continue to be the driving force in Greg’s business life. Greg resides in Whitby with his wife Dale and three children, Christy, Bryan and Mark.