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PROFESSIONAL'S DIRECTORY

For Her

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The Professional's Directory For Her is a collection of Professionals that The Women’s Collection is pleased to endorse as Professionals we feel are best suited to support, service and advise women with their finances, wealth management, insurance and estate planning needs; among other key support services required to maintain financial wellness.

Each of the Professionals listed on this Directory have successfully passed our verification process and have demonstrated that they are prepared and equipped to support women in their field of expertise.

The Women's Collection confirms that all Professionals listed on this Directory have no criminal, compliance or regulatory proceedings or investigations based on our through review.

*Note: To join this Directory, there are no restrictions or discrimination against any specific sex, race, religion or beliefs. 

ALBERTA

 
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Priscilla Ncube

Investment Advisor, Rosedale Private Wealth Inc.
Mandeville Private Client Inc.

Our boutique family office approach to comprehensive wealth management, addresses the sophisticated and often complex needs of successful women, their families and businesses. We specialize in providing guidance in the areas of diversification of concentrated wealth, intergenerational wealth management, business succession planning, tax and estate planning and philanthropy planning.

  • Intergenerational Wealth Transfer Planning

  • Philanthropic & Charitable Giving

  • Gender-Centric Wealth Management

  • Financial Planning

  • Investment Management

  • Responsible & Sustainable Investment Management

  • Insurance Planning

  • Business Succession Planning

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PHONE: 416.304.9440 ext. 2009
EMAIL: pncube@mandevillepc.com

ONTARIO

 
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Robyn K. Thompson, CFP   CIM   FCSI

®

®

®

Founder & President, Castlemark Wealth Management Inc.

Robyn is a financial expert and seasoned wealth management professional. With wide-ranging experience as a professional money manger and wealth advisor in today’s turbulent financial markets, she is the founder of Castlemark Wealth Management Inc., and registered with the Ontario Securities Commission as Associate Portfolio Manager at R.N. Croft Financial Group Inc. 

  • for her Planning Specialization

  • Integrated Wealth Management Service

  • Financial Planning for C-Suite

  • Comprehensive Financial Planning

  • Tax Planning

  • Estate Planning

  • Building Wealth

  • Insurance Solutions

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PHONE: 647.352.5735
EMAIL: info@castlemarkwealth.com

Francesca Rea, CFP   RRC

®

Financial Advisor, Assante Capital Management Ltd.

PATIENCE. PERSEVERANCE. REWARDS
This is Francesca Rea’s philosophy to build not only financial wealth, but a rich life. A Certified Financial Planner professional with more than 17 years of experience, her focused and tailored approach can help you achieve your family’s financial goals. Francesca will create a personalized solution to meet your financial goals by creating a comprehensive plan – backed by Assante’s experts.

  • Tax & Estate Planning

  • Retirement Income Planning

  • Business Succession Planning

  • Investment Planning Advice

  • Cash Management

  • Charitable Giving

  • Mortgage & Debt Management

  • Insurance Planning

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PHONE: 905.858.5550
EMAIL: frea@assante.com

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Marc Ouimet-McPherson, LL.B

Lawyer | Avocat, Droit Ouimet-McPherson Law

Marc focuses on Estates and Estate Planning (Wills, Powers of Attorney), Real Estate (residential and commercial), Business Law and everything related to properly planning your future including your virtual assets and cryptocurrency.

Marc is fully bilingual and is pleased to offer all of his services in both official languages.

  • Estate Planning

  • Virtual Estate Planning ("Wills from Home")

  • Estates

  • Executor & Power of Attorney Services

  • Business Law

  • Real Estate Law (Residential & Commercial)

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PHONE: 343.888.8913
EMAIL: marc@ottawa.law

Kimberley Zakaib, BBE

Home Financing Advisor, Scotiabank Home Financing Solutions

With over 18 years of experience providing customized solutions from first time home buyers to seasoned investors and everyone in between.

Using an entrepreneurial style I can provide both advisory and product based services. My portfolio includes mortgage and investment products that leverage the broad network of Scotiabank’s innovative financial approach.

We can also provide alternative lending solutions that are beyond the breadth of the Scotiabank financial products.

PHONE: 416.677.8503
EMAIL: kimberley.zakaib@scotiabank.com

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More Provinces & Professionals
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