Essential Financial Services - Langley BC Canada, provides a complete range of financial services for both individual and corporate clients

Schmidt Berg & Company

Serving BC businesses for over 30 years Schmidt Berg & Co is a full service accounting firm. Providing expertise in tax consulting, retirement and estate planning, business valuation, auditing, accounting and bookkeeping services.

Terry Berg and Graham Schmidt are the partners and along with John Bowling, Jamie Berg and Kurt Korol we are pleased to have them available to assist our clients with all their tax and accounting needs.

http://www.schmidtberg.com

Michael Haywood, LLB

Michael is trained as a wills and estates lawyer with vast experience in the development of financial estate and succession planning and is experienced in working with business owners. Formerly a member of Canada Life's Tax and Estate Planning Group, Michael has worked with advisors in developing and implementing insurance-based solutions.

Micheal is a member of several industry and professional organizations, including the Society of Trust and Estate Practioners. He is frequently invited to address professional and business organizations across Canada on tax and estate planning issues. Michael also operates Michael Haywood & Associates Ltd located in Vancouver.

Keith Leech CFP,CLU,CHFC

Keith specializes in Critical Illness, Disability, and Long Term Care planning. Keith was Vice President of one of Canada's largest managing general agencies, where he consulted to brokers on insurance products and solutions for their clients. Keith is a frequently sought after consultant for clients, brokers and companies across North America. Keith has been one of Canada's representatives on numerous occasions at the World Critical Illness Conference, has spoken to the U.S. National Association of Critical Illness, and has consulted to CIBG - the exclusive providers of Critical Illness to the NFL Coaches Association.

Robert Mitchell ,BComm,MBA,CFA

Dixon Mitchell Investment Counsel is a Vancouver based firm. Through a referral agreement between our Mutual Fund Dealer, FundEX Investments Inc. and Dixon Mitchell Investment Counsel, we are able to provide our high net worth clients with asset management expertise that goes beyond conventional wisdom. Dixon Mitchell focuses on generating consistent absolute returns through fundamental business analysis. Dixon Mitchell aligns their strategy to the goals of their clients and is driven by professional integrity in every aspect of their business. http://www.dixonmitchell.com

Mutual Funds Provided Through FundEX Investments Inc.

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