Professional Associates
SAMERAH BORHOT
Barrister and Solicitor
Borhot Law
I am a native Calgarian and mother of 5 children. The career choices I have made reflect my passion for serving people. Lawyering is my 3rd career path after teaching and owning and operating a successful restaurant.
I have practiced law in the lovely community of Inglewood since my admission to the Alberta Bar in 2012. My main practice focus is the drafting of Wills, Enduring Powers of Attorney, and Personal Directives; Probate Applications; Estate Litigation; and Adult Guardian and Trustee Applications. In addition, our firm offers legal services in the areas of corporate law and real estate law.
The importance of having a Will cannot be understated. For those who die without a Will, the appointment of the Executor, the Guardian of your minor children, the beneficiaries, and the distribution of your Estate will be determined by Alberta legislation. A Will is a legal sheet of instruction to your loved ones setting out the way you would like your Estate administered. Keeping your Will up to date eases the burden left on loved ones upon your passing.
SAMERAH BORHOT
Barrister and Solicitor
Borhot Law
I am a native Calgarian and mother of 5 children. The career choices I have made reflect my passion for serving people. Lawyering is my 3rd career path after teaching and owning and operating a successful restaurant.
I have practiced law in the lovely community of Inglewood since my admission to the Alberta Bar in 2012. My main practice focus is the drafting of Wills, Enduring Powers of Attorney, and Personal Directives; Probate Applications; Estate Litigation; and Adult Guardian and Trustee Applications. In addition, our firm offers legal services in the areas of corporate law and real estate law.
The importance of having a Will cannot be understated. For those who die without a Will, the appointment of the Executor, the Guardian of your minor children, the beneficiaries, and the distribution of your Estate will be determined by Alberta legislation. A Will is a legal sheet of instruction to your loved ones setting out the way you would like your Estate administered. Keeping your Will up to date eases the burden left on loved ones upon your passing.
RYAN M. JEWELL
B.COMM., CFP, CLU
Ryan’s core specialty is working with corporations and business owners in areas of investments, protection and succession planning. Ryan has a very strong sense of community and this is exemplified in his serving on the Sherwood Park Chamber of Commerce as its youngest President in history.
Ryan has over 15 years of financial services experience, obtaining his Certified Financial Planner (CFP) designation in 2010 and his Chartered Life Underwriter (CLU) designation in 2015.
Ryan believes in educating clients on how to own shares in businesses that make money, but, at the same time, ensuring that they share in those profits in a tax efficient way – a philosophy which bodes well for his clients.
RYAN M. JEWELL
B.COMM., CFP, CLU
Ryan’s core specialty is working with corporations and business owners in areas of investments, protection and succession planning. Ryan has a very strong sense of community and this is exemplified in his serving on the Sherwood Park Chamber of Commerce as its youngest President in history.
Ryan has over 15 years of financial services experience, obtaining his Certified Financial Planner (CFP) designation in 2010 and his Chartered Life Underwriter (CLU) designation in 2015.
Ryan believes in educating clients on how to own shares in businesses that make money, but, at the same time, ensuring that they share in those profits in a tax efficient way – a philosophy which bodes well for his clients.
LARRY NORMANDEAU
Real property including principal residences, vacation homes, and investment properties often form a significant portion of a person’s estate. With over 25 years of full time Real Estate experience in Calgary, Larry has dedicated himself to growing his business by providing the highest quality of service. As a result, Larry is continually one of the top Residential Realtors in Calgary and in the top 1% of all Realtors in Canada.
Larry understands that buying or selling your home may be one of the largest investments, and most important transactions you will make. Estate sales have different economic parameters and specific responsibilities and potential pitfalls, all of which must be understood by the realtor with experience and expertise in this market. Choosing the right Agent is crucial – an experienced professional that will help you achieve the goal of selling your home in the shortest amount of time and for the most amount of money.
Larry has been through the highs and lows of the Calgary Real Estate Market continuously refining his skills as a marketer, negotiator and real estate advisor. Whether you are buying or selling your first home, your luxury residence, or anything in between, you deserve and will receive, First Class service and professionalism!
LARRY NORMANDEAU
Real property including principal residences, vacation homes, and investment properties often form a significant portion of a person’s estate. With over 25 years of full time Real Estate experience in Calgary, Larry has dedicated himself to growing his business by providing the highest quality of service. As a result, Larry is continually one of the top Residential Realtors in Calgary and in the top 1% of all Realtors in Canada.
Larry understands that buying or selling your home may be one of the largest investments, and most important transactions you will make. Estate sales have different economic parameters and specific responsibilities and potential pitfalls, all of which must be understood by the realtor with experience and expertise in this market. Choosing the right Agent is crucial – an experienced professional that will help you achieve the goal of selling your home in the shortest amount of time and for the most amount of money.
Larry has been through the highs and lows of the Calgary Real Estate Market continuously refining his skills as a marketer, negotiator and real estate advisor. Whether you are buying or selling your first home, your luxury residence, or anything in between, you deserve and will receive, First Class service and professionalism!
BRIAN MCGILL
CPA, CA
I have acquired my CPA, CA and have over 30 years of practical experience in corporate growth, acquisition strategies, and financial management of local and foreign subsidiaries in the US, South America, and the Caribbean.
I have been a partner at Stawowski McGill since 2009 and with the firm since 2000, a company which provides advisory services, which includes corporate finance, structure, leadership and culture, to growing businesses primarily in the oil and gas services, manufacturing, retail and transportation sectors.
Prior to this, I was the CFO of a private group of oil services companies between 1993 to 2000, which was built up then sold to a large Canadian drilling contractor. Prior to that I was a senior manager in the financial services group at Deloitte. I am also a part time instructor of business finance at the University of Calgary.
BRIAN MCGILL
CPA, CA
I have acquired my CPA, CA and have over 30 years of practical experience in corporate growth, acquisition strategies, and financial management of local and foreign subsidiaries in the US, South America, and the Caribbean.
I have been a partner at Stawowski McGill since 2009 and with the firm since 2000, a company which provides advisory services, which includes corporate finance, structure, leadership and culture, to growing businesses primarily in the oil and gas services, manufacturing, retail and transportation sectors.
Prior to this, I was the CFO of a private group of oil services companies between 1993 to 2000, which was built up then sold to a large Canadian drilling contractor. Prior to that I was a senior manager in the financial services group at Deloitte. I am also a part time instructor of business finance at the University of Calgary.
JEFF SCHROEDER
CRA, P..Appr
One of the highest net worth possessions of a typical estate is the real estate property or properties. An appraisal of the property’s value is often required as part of the process of the Estate worth determination, prior to or at the time of settlement. As a designated Canadian Residential Appraiser (CRA) with the Appraisal Institute of Canada for 13 years, I understand the importance of providing an estimate of value, based on a professional analysis of appropriate market data.
In my profession, my clients demand high quality advice and service, many of whom comment on this level of detail when evaluating a property, and later in the reports. I spend time ensuring that the report requested is appropriate for my client’s needs, often educating them in the process. It’s important to understand and care about the importance of listening to my clients’ concerns and answering their questions and being sensitive to the emotional aspects commonly associated with the settlement of estates.
The value proposition that I provide, is that you can be confident that your appraisal requirements are being handled with the respect and care you deserve.
JEFF SCHROEDER
CRA, P..Appr
One of the highest net worth possessions of a typical estate is the real estate property or properties. An appraisal of the property’s value is often required as part of the process of the Estate worth determination, prior to or at the time of settlement. As a designated Canadian Residential Appraiser (CRA) with the Appraisal Institute of Canada for 13 years, I understand the importance of providing an estimate of value, based on a professional analysis of appropriate market data.
In my profession, my clients demand high quality advice and service, many of whom comment on this level of detail when evaluating a property, and later in the reports. I spend time ensuring that the report requested is appropriate for my client’s needs, often educating them in the process. It’s important to understand and care about the importance of listening to my clients’ concerns and answering their questions and being sensitive to the emotional aspects commonly associated with the settlement of estates.
The value proposition that I provide, is that you can be confident that your appraisal requirements are being handled with the respect and care you deserve.
VELMA NOBLE
MA, RP#001892, CCC-S#1900, CPCS#477AB11
I am a senior therapist and owner of Counselling Connections, having successfully operated a full time private counselling practice for the past fifteen years in Calgary. My background includes an extensive background in financial planning and small business management, and I have provided supervision services to other counsellors.
My core areas of competency include grief and loss, major life transitions, stress management, depression and anxiety, marital and family counselling, and conflict resolution. I am passionate about helping people tackle and resolve complex concerns and issues, including those that arise from estate planning situations. My model of counselling stems from a holistic, multimodal approach to well-being.
You will find me to be very well versed in strategies for effective conflict resolution, common conflict resolution mistakes to avoid, as well as methods for mediation solutions that work. I am also a credentialed member with CANADIAN INSTITUTE OF CERTIFIED EXECUTOR ADVISORS, and developed the counselling and conflict component for CICEA certification.
Counselling Connections
6327Crowchild Tr. SW, Calgary, AB. T3E 5R6
Tele. (403) 454-1290
https://www.counsellingconnections.net/
VELMA NOBLE
MA, RP#001892, CCC-S#1900, CPCS#477AB11
I am a senior therapist and owner of Counselling Connections, having successfully operated a full time private counselling practice for the past fifteen years in Calgary. My background includes an extensive background in financial planning and small business management, and I have provided supervision services to other counsellors.
My core areas of competency include grief and loss, major life transitions, stress management, depression and anxiety, marital and family counselling, and conflict resolution. I am passionate about helping people tackle and resolve complex concerns and issues, including those that arise from estate planning situations. My model of counselling stems from a holistic, multimodal approach to well-being.
You will find me to be very well versed in strategies for effective conflict resolution, common conflict resolution mistakes to avoid, as well as methods for mediation solutions that work. I am also a credentialed member with CANADIAN INSTITUTE OF CERTIFIED EXECUTOR ADVISORS, and developed the counselling and conflict component for CICEA certification.
Counselling Connections
6327Crowchild Tr. SW, Calgary, AB. T3E 5R6
Tele. (403) 454-1290
https://www.counsellingconnections.net/
SONJA MACDONALD
Funeral Director & Embalmer
One of the most important things that you can do for your Executor, your loved ones, and your Estate, is to have your wishes for your final disposition, (whether that be burial, cremation, entombment or other method), the ensuing farewell, funeral services, life celebrations and/or memorialization, in place before you pass away.
I have been proudly serving and helping families plan their own (pre-need) or their loved one’s (at-need) final disposition for over a decade. I’ve gained my skills and experience through working with some of the most prominent and long-serving funeral homes in Alberta, with reputations for compassionately guiding families during what is often known as the most difficult time in their lives. I am privileged to share my passion alongside some of the most esteemed funeral professionals in Canada, at Foster’s Garden Chapel here in Calgary.
I currently serve as one of the original members of the Funeral Education Review Committee established by the Alberta Funeral Service Regulatory Board in 2016, and am honored to have served three terms on the board of the Alberta Funeral Service Association.
SONJA MACDONALD
Funeral Director & Embalmer
One of the most important things that you can do for your Executor, your loved ones, and your Estate, is to have your wishes for your final disposition, (whether that be burial, cremation, entombment or other method), the ensuing farewell, funeral services, life celebrations and/or memorialization, in place before you pass away.
I have been proudly serving and helping families plan their own (pre-need) or their loved one’s (at-need) final disposition for over a decade. I’ve gained my skills and experience through working with some of the most prominent and long-serving funeral homes in Alberta, with reputations for compassionately guiding families during what is often known as the most difficult time in their lives. I am privileged to share my passion alongside some of the most esteemed funeral professionals in Canada, at Foster’s Garden Chapel here in Calgary.
I currently serve as one of the original members of the Funeral Education Review Committee established by the Alberta Funeral Service Regulatory Board in 2016, and am honored to have served three terms on the board of the Alberta Funeral Service Association.
JILL CHAMBERS
President, Financial ConciergeTM
Greetings, I’m happy to introduce myself and my company, Financial Concierge. My undergraduate degree is Bachelor of Nursing. This background coupled with professional designations such as Certified Financial Planner (CFP), Chartered Financial Divorce Specialist (CFDS), Chartered Investment Manager (CIM) and soon to complete, my Certified Executor Advisor (CEA) designation, has fully prepared me in my role as President of “Financial Concierge”.
We are a company that aids seniors and vulnerable individuals in their necessary day to day financial affairs, such as bill payment and statement reconciliation, the organization of personal or financial documents and/or assisting in the role of Executor. We like our clients to think of us as their personal Chief Financial Officer.
We currently work with clients in Alberta with plans to expand into other provinces shortly.
Email: [email protected]
www.financial-concierge.ca
Tele: (403) 978-2176
JILL CHAMBERS
President, Financial ConciergeTM
Greetings, I’m happy to introduce myself and my company, Financial Concierge. My undergraduate degree is Bachelor of Nursing. This background coupled with professional designations such as Certified Financial Planner (CFP), Chartered Financial Divorce Specialist (CFDS), Chartered Investment Manager (CIM) and soon to complete, my Certified Executor Advisor (CEA) designation, has fully prepared me in my role as President of “Financial Concierge”.
We are a company that aids seniors and vulnerable individuals in their necessary day to day financial affairs, such as bill payment and statement reconciliation, the organization of personal or financial documents and/or assisting in the role of Executor. We like our clients to think of us as their personal Chief Financial Officer.
We currently work with clients in Alberta with plans to expand into other provinces shortly.
Email: [email protected]
www.financial-concierge.ca
Tele: (403) 978-2176
Contact Us
EstateCo
[email protected]
(587) 480-8437
7220 Fisher Street SE Suite 430
Calgary, AB
T2H 2H8
About Us
With Kerry holding the Certified Executor Advisor designation, our team works collaboratively with specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth, and financial planning.
