Daniel is a co-founding partner who has over 15 years of experience creating and executing investment strategy plans, 10 of which were spent working directly with the victims of motor vehicle accidents and medical malpractice. As such, he has a depth of understanding of the needs of the people who have endured these unfortunate events that few in the financial services industry possess.

Given his specialty in helping clients transition to a new level of wealth, Daniel’s practice has grown to include working with people who receive significant funds from divorce, estate and employment proceedings, lottery winnings, and professional athletics contracts. He has a special talent in helping guide people into their new lives after receiving large sums of money and helping them settle into a new routine. His care for and dedication to his clients and their families goes well beyond the standard professional engagement.

Prior to entering the world of personal finance, Daniel worked in the corporate finance world, specifically in international trade and business development. In this capacity, he conducted analyses and prepared recommendations in the areas of foreign direct investment, joint ventures and acquisitions, as well as market penetration and growth strategies. His clients consisted of large multinational conglomerates, foreign governments, and SMEs from across North and South America and parts of Europe. In addition, Daniel was at one point responsible for analysing and critiquing the business plans of all of Canada embassies throughout the world. He has lived and worked in four countries and is fluent in French and Spanish.

Daniel is married and is the father of two children. He is an avid outdoor enthusiast and is always seeking new challenges in canoeing, kayaking, trekking, snowshoeing, and bushcraft. He enjoys tennis, sailing, golf, and skiing, both alpine and cross country. He is an avid traveller and prefers to seek adventure and culture off the beaten path.

Daniel graduated from Saint Mary’s University in Halifax with a Bachelor of Commerce degree where he was named Valedictorian of his class.

Practice areas:

• Planning and management for people who have had a sudden change in their financial situation; i.e. for:
  • Lottery winnings
  • Personal injury settlements
    • Including Structured Settlement design
  • Medical malpractice settlements
    • Including Structured Settlement design
  • Divorce settlements
  • Estate inheritances
  • Professional athletics contract earnings
• Trust planning
  • Henson trusts
  • Qualified Disability Trusts (QDTs)
  • Family trusts
  • Insurance trusts
• Business structure planning
  • International ownership and joint ventures
  • Succession planning
  • Risk management
  • Key person protection
  • C-suite retirement
• Retirement and estate planning
  • Budgeting and savings strategies
  • RRSPs, RIFs, Annuities
  • Long-term savings
  • Tax-efficient wealth transfer strategies

Current licenses:

• Mutual fund investments (issued through Quadrus Investment Services Inc.)
• Labour sponsored investment funds (issued through Quadrus Investment Services Inc.)
• Life insurance
• Living benefits insurance
• Medical-dental insurance (group and individual)

Maria is a co-founding partner who has always had a passion for numbers. She attended McMaster University graduating with a Masters in Pure Mathematics after completing a Bachelor’s degree in Mathematics and Statistics. Maria’s studies were driven by her desire to find not only satisfactory solutions, but the most efficient one. This drive and experience has lead to her career as a financial security advisor where she specializes in developing strategies to optimize the allocation of a client’s resources. Her detail oriented nature and highly analytical mindset allows her to construct, or sometimes reconstruct, a financial security plan in a way that often sets her above the competition.

Maria’s drive to use her talents for helping families stems from an unfortunate event. A close family member was catastrophically injured in a serious car accident that left the individual clinging to life and threw her family into upheaval. As such, her knowledge and understanding of what families go through as a result of these sorts of life-altering events has equipped her with the ability to see past what’s on the surface and address the problems at the core. Furthermore, she has a deep understanding and compassion for what families face in these kinds of situations.

The silver lining of having been through this is that Maria now comes with first-hand experience in building a new life from the ground up. She has a keen sense for what is required to get the financial train on track and to settle into a strong, responsible routine so that people can move forward with their lives. She brings a whole-family approach to financial security planning for accident victims

Maria believes it is important to explore new places and cultures to expand her knowledge, not only in the field of finance, but in many areas of life. As such, she is an avid traveller and often seeks out new, far-away destinations to experience. She also enjoys the physical and disciplinary components of studying the Japanese martial art of Aikido. All of which make Maria the keenly-focused, well-disciplined kind of person people want to handle their finances.

Practice areas:

• Planning and management for people who have had a sudden change in their financial situation
  • Lottery winnings
  • Personal injury settlements
  • Medical malpractice settlements
  • Divorce settlements
  • Estate inheritances
  • Professional athletics contract earnings
• Retirement and estate planning
  • Budgeting and savings strategies
  • RRSPs, RIFs, Annuities
  • Long-term savings
  • Tax-efficient wealth transfer strategies

Current licenses:

• Mutual fund investments (issued through Quadrus Investment Services Inc.)
• Labour sponsored investment funds (issued through Quadrus Investment Services Inc.)
• Life insurance
• Living benefits insurance
• Medical-dental insurance (group and individual)

Janis Bellman is a dedicated and experienced CERTIFIED FINANCIAL PLANNER^® (CFP^®) professional with a passion for helping individuals and families achieve their financial goals and security. With an extensive background in the financial industry, Janis possesses a deep understanding of the complexities and challenges clients face in today’s ever-changing economic landscape. Over the years, Janis has developed a particular expertise in SUDDEN WEALTH MANAGEMENT^™. She has helped many clients learn to be good stewards of large insurance and divorce settlements, estates, and lottery winnings.

Throughout her career, Janis has developed a reputation for her strong analytical skills, attention to detail, and comprehensive knowledge of investment strategies, retirement planning, tax optimization, and risk management. She keeps abreast of the latest industry trends and regulations, allowing her to provide up-to-date and informed advice to her clients.

Outside the office, Janis is a loving wife and mother who enjoys travelling with her family and playing pickleball with friends.

Practice areas:

• Planning and management for people who have had a sudden change in their financial situation
  • Lottery winnings
  • Personal injury settlements
  • Medical malpractice settlements
  • Divorce settlements
  • Estate inheritances
  • Professional athletics contract earnings
• Retirement and estate planning
  • Budgeting and savings strategies
  • RRSPs, RIFs, Annuities
  • Long-term savings
  • Tax-efficient wealth transfer strategies

Current licenses:

• Mutual fund investments (issued through Quadrus Investment Services Inc.)
• Labour sponsored investment funds (issued through Quadrus Investment Services Inc.)
• Life insurance
• Living benefits insurance
• Medical-dental insurance (group and individual)

“Access expert advice on stocks and bonds, and award-winning online trading, through Qtrade in alliance with London Life Insurance Company. Talk to us to find out more, or go to the brokerage services landing page at londonlife.com”

Sean McDonald is Certified Financial Planner® (CFP®) and Chartered Investment Manager (CIM) with more than 15 years of experience in the financial services industry. He started his career at CIBC where he quickly rose to the position of Financial Advisor. Since moving on from the bank, Sean has built a practice in securities management and analysis.

Sean attended George Brown College where he received a diploma in Accounting. He subsequently obtained an honours Bachelor of Commerce degree in finance at York University.

Sean is married with two children and enjoys spending his leisure time with his family outdoors and playing soccer.

Practise areas:

• Portfolio analysis

   

• Financial analysis
• Securities management
• Portfolio design

Lisa has over 20 years experience in the corporate finance world including 10 years in the financial services, IT and Telco industries. She also founded, built, and sold her own company.

Throughout her career, Lisa has realized that one of the most difficult, and yet necessary, tasks that mature companies must address is occasionally undergoing significant change and restructuring. Having been a part of teams involved in this, Lisa has seen corporate leaders do it right and do it wrong. Her experience in these rollovers has equipped her with the skills and knowledge to become one of Ontario’s premier consultants in this area.

Lisa joined Hudson Wealth and Trust Planning Group’s business services platform in this capacity where she now produces detailed strategic plans on how to effectively manage change. Her plans provide a clear path forward on how to execute, for example, efficiency changes, new software and technology platforms roll-outs, corporate culture changes, among others.

Lisa’s most in-demand specialties include (but are not limited to):

• FTE maximization (roll and duty redefinition)
• Technology systems changes
• Training plan creation and execution
• Project planning and management
• Operations analysis and restructuring

Lisa began her post-secondary education in the Bachelor of Commerce Program but was quickly accelerated into the MBA program at Saint Mary’s University where she graduated with her MBA degree in Finance and Marketing in less than 3 years.

Lisa is a mother and an outdoor enthusiast who enjoys travel, High Intensity Interval Training (HIIT), interior decorating, and socializing with friends.

Nabil Beg-Mohamed has over 16 years of wealth management industry experience. Previously, he was a Business Development Manager with a large Canadian bank, where he partnered with over 600 financial advisors in downtown Toronto to help them grow their mutual funds business. Prior to that, he worked as an Internal Wholesaler with Canada’s largest privately held mutual fund company, supporting 1000 advisors in the Greater Toronto Area.

Nabil has spoken at multiple conferences on various investment topics including estate protection funds for the aging demographics, the gradual inheritance concept, Real Estate a third asset class and segregated funds for a fee conscious environment. He graduated with a Bachelor of Commerce degree from the Rotman School of Management at the University of Toronto with a double specialist in Commerce and Economics and has passed level 1 of the Chartered Financial Analyst (CFA) program.