Goal: To effectively support me in managing high net worth clients.
Responsibilities
- Provide wealth planning solutions that integrate all aspects of your financial well being.
- Create personalized wealth strategies that address your complex needs and circumstances.
Team Members
LEGAL
Sylvia Azoulay, Regional Vice President, Wealth Planning, United Financial Corporation,
has a Bachelor of Law degree from Osgoode Hall Law School. She is a member of the Law Society of Upper Canada,
and the Society of Trust and Estate Planning Practitioners. Since being called to the Bar in 1989, Sylvia has specialized in estate
and trust planning. In addition to the time she spent in private practice with major law and accounting firms, Sylvia has also had
extensive experience at a major financial institution involving domestic and offshore planning.
TAX
Paul McVean, Regional Vice President, Wealth Planning, United Financial Corporation,
graduated with a Bachelor of Accounting Science degree from the University of Alberta in 2003.
In the same year, he earned the Certified General Accountant (CGA) designation and completed
the CICA in-depth Tax Course. He also earned the Certified Financial Planner (CFP) designation
in 2002. Paul has had extensive experience as a Tax and Financial Planning Consultant at a fee-only
firm where he specialized in providing advice to business owner/managers and corporate
executives. Paul also worked as a Senior Tax Consultant with a large national accounting firm in
Toronto where he provided both corporate and personal tax planning advice and compliance.
INVESTMENTS
Damon Kachan, Private Client Manager, United Financial Corporation,
graduated from McMaster University with an Honours Bachelor of Commerce degree and has earned numerous
financial designations - Chartered Financial Analyst (CFA), Certified Financial Planner (CFP),
Canadian Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow of the Canadian Securities
Institute (FCSI). He is also licensed as an Associate Portfolio Manager.
Damon has 13 years of investment industry experience including a trading and institutional sales career with
a Canadian bank and an investment advisor with MD Management, a wholly owned subsidiary of the Canadian Medical
Association that offers financial services exclusively to Canadian physicians.
INSURANCE
Troy Rumpel, Estate Planning Consultant, Assante Estate and Insurance Inc. brings over 15 years
of experience in the insurance and financial industries. He has held various positions of responsibility with several
leading Canadian insurers, most recently Director of Business Development for the Life Division of RBC Insurance. Troy has earned the Certified
Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is
experienced in dealing with the technical aspects of complex cases.
