You have questions, we have answers.
At the Financial Literacy Counsel, we have developed a Help Desk resource centre to encourage the development of character and competence in men and women who step into leadership roles in various professions and organizations.
Moreover, our Help Desks assist you in balancing your family and work commitments.
Whether you are an executive, a self-employed professional or even an incorporated professional, the Financial Literacy Counsel can provide you with timely financial literacy resources and solutions to your questions.
The Financial Literacy Counsel and its partners and affiliates have collaborated to provide the following services to you:
Personal and Family
- Financial planning services
- Family office
- Counselling services
- Long-term care planning
- Retirement and pension planning
- Estate and succession planning services
- Tax and investment solutions
- Eldercare services planning
- Estate administrative services
- Real Estate and relocation services
- Expatriate and immigration services
Business
- Financial planning services
- Business Succession planning
- Chaplaincy services
- Tax and investment solutions
- Executive and employee benefits
- Real Estate and relocation services
- Expatriate and immigration services
Lifestyle Concierge and Time Management Services
- Automotive purchase and leasing
- Executive services
- Art and Collection services
- Private jet and yacht leasing and fractional ownership
- Lifestyle and Etiquette Training
Other Professional Services
- Investor Immigrant Program
- Skilled Professional Program
- Visitors to Canada
Programs specific to Accountants and Lawyers
- Continuing education programs
- Case studies in Wills and Estates
- Case studies in Inheritance Planning
- Case studies in Business Succession Planning
- Faculty of Instructors:
- Vince Schembri, CPA
- Kelly Lohn, CA
- John Askin, LL.B
- Art Kewin, LL.B
- Ben J. Harries, LL.B, LL.M
- Ross Young, CFP, CA
- Contact Alphil Guilaran for the course outline.
Contact Alphil Guilaran today for a private and confidential consultation to develop a Help Desk or continuing education program for your organization.
Alphil Guilaran
Executive Director
604.687.7773
