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Professional resources

WSC is fortunate to have developed strong working relationships with the following professionals who have assisted many of our clients. These “partners" provided professional and at times, invaluable services for our clients.

Advanced Tax Planning Strategies

Serre Financial Services**
Website: www.serre.ca Opens link in a new window

Richard F. Vero, B.A., LL.B.

Canadian Wills, Etc.
Website: www.canadianwillsetc.com/preparation.php Opens link in a new window
GTA: 905-796-1236
Toll free: 1-866-96-WILLS

Jennifer Estall, HBComm, CHS, Sun Life Financial advisor

Jennifer Estall

Since 2004, Jennifer has worked with individuals and small businesses to help them achieve their financial goals. She helps clients protect their assets, lifestyles and employees through proactive risk management solutions.


Tel.: 905-827-9811 ext. 26
E-mail: jennifer.estall@sunlife.com
Website: www.sunlife.ca/jennifer.estall Opens link in a new window

CI Investments Inc.

Website: CI Investments Opens link in a new window

Group Benefits

Website: www.groupquest.ca Opens link in a new window

  

**Sun Life Assurance Company of Canada and its affiliated companies or their representatives do not endorse, sponsor nor are affiliated or associated with such third party individuals and/or organizations and make no representations or warranties with respect to any services, products or advice provided by these individuals and/or organizations.