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Strategic Partners
Complete Brokerage Service Inc.
CBS Inc. operates in association with HUB International Inc., which is controlled by Fairfax Financial Holdings Limited, a TSE listed company. Together with HUB International Inc. we are the largest wholesaler of life, disability and health insurance in Canada. We represent almost all of the major life insurance companies: AIG, Canada Life, Concordia, Equitable, Empire, Federated, Industrial Alliance, Imperial, Laurier, Manulife, Maritime, National, RBC Insurance, Royal & Sun Alliance, Standard, Sun, TD Asset Management, Transamerica, Unum, Western, Toronto Mutual, Zurich. We offer brokers our expertise in assessing risk in a variety of situations, in tax effective risk management solutions and in choosing between a vast array of financial and risk management products.
The CBS Team:
Tony Bosch, CFP, CLU, RHU and CHFC
- Former MDRT agent.
- In past decade, one of the most successful insurance managers in Canada with New York Life and Canada Life.
- Highly skilled in assisting producers in all areas of their business.
The CBS Team:
Michael Haywood, LLB
- Lawyer called to the bar in British Columbia in 1982.
- Successful life insurance agent.
- Member of Canada Life's National Estate and Tax Planning Group.
- Frequent and popular speaker and author.
- Member of numerous legal, tax, and senior insurance industry groups.
Visit our website: www.cbsinc.org/
Dixon Mitchell Rae Investment Counsel Inc.
Robert Mitchell, CFA
DMR is a Vancouver based discretionary money manager that provides custom tailored portfolios of stocks and bonds at a reduced management fee to a mutual fund. Access to this service is through a referral agreement between Dixon Mitchell Rae Investment Counsel Inc. and FundEX Investments Inc.
Visit our website:www.dixonmitchellrae.com
Schmidt, Berg & Company
John Bowling, CGA
Joining the firm shortly before receiving his CGA designation in 1990, John has been instrumental in computerizing the office, and continues to satisfy his technical nature by administrating the office network and software demands, and consulting on computer related matters for our clients. He also handles much of our trust and estate work as well as senior accounting responsibilities. John enjoys family "get-aways" to their cabin at Horne Lake, quadding and geocaching.
Serving BC businesses for over 30 years.
Visit our Website:www.schmidtberg.com/
LDMB Advisors Inc.
Tim Budy, CA
My practice includes accounting, auditing, tax preparation and advisory services for individuals, public and private corporations, and not-for-profit organizations. I joined LDMB in 2000 after working with an international accounting firm in Vancouver for seven years.
Visit our website: www.ldmb.com
Lindsay Kenney
Joel Hagyard, LLB
Joel Hagyard is a partner in our Langley office. Joel's areas of practice include real estate and banking law, corporate / commercial law, and wills and estates. Joel has extensive experience with real estate and secured lending transactions. His real estate and secured lending practice includes representing buyers and sellers of commercial and residential real estate; advising real estate developers with respect to condominium developments and subdivisions; acting for landlords and tenants with respect to commercial tenancies; and acting for institutional and private lenders and for corporate borrowers in connection with commercial lending transactions.
Visit our website: www.lklaw.ca
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