Estate & Insurance Specialists 

Zak Goldman - Estate & Insurance Specialist

Zak Goldman,
Estate & Insurance Specialist
 

Zak has spent the 16 years assisting individuals, business owners and professionals incorporate insurance into their corporation, family, and estate planning.  Zak’s extensive knowledge of insurance and underwriting processes enables him to deliver and support innovative financial strategies that meet the unique needs of each client.  His commitment is to ensure that his clients are protected both within their business and personal life with the right type of insurance contingencies.   Zak earned his MBA from the Rotman School of Business, University of Toronto and is a member of CALU – the Conference for Advanced Life Underwriting.  Zak lives in Toronto with his wife and son.

 
 Brett Okorofsky Estate & Insurance Specialist Brett Okorofsky,
Estate & Insurance Specialist

 

Brett has been providing insurance planning and advice since 2005. He assists clients with wealth creation, tax minimization, and risk protection through insurance planning. Much of Brett’s belief in having the right insurance stems from personal experience, seeing first hand, the value of insurance planning during an unforeseen event or circumstance. Recognizing that insurance planning can be a daunting task, Brett’s goal is to provide both quality advice, as well as a simplified, personalized approach that meets the explicit needs of a client. Brett holds a Bachelor of Commerce degree from Ryerson University.

 

Tax & Pension Specialist

Dennis Serre

Dennis Serre,
Tax & Pension Specialist

Dennis is the President and CEO of Serre Financial group of companies.  Dennis’ early work experience as a specialist in pensions with the Canada Revenue Agency gained him significant expertise in pension plan administration and fiduciary liabilities.  He went on to implement pension platforms for major financial institutions.  Today Dennis’ focus is tax planning for business owners and professionals giving him recognition as one of the top tax authorities in the country.   Serre Financial works with the client’s team of financial planners, lawyers, and accountants to deliver optimal custom tax strategies for each client’s unique circumstances.

Consultants

Richard Allat

Richard Allatt AMP, CPMB
Mortgage Broker, (Ont. Lic. # M08000111)
 

Richard is a licensed mortgage broker who brings over 30 years of experience in credit management, personal lending and mortgages.  Richard’s career encompasses a wide array of achievements and responsibilities with various Canadian financial institutions.  These roles included: Senior Mortgage Underwriter and Senior Lending Officer, Area Lending Manager, and was an owner/broker of a private mortgage brokerage firm. This experience enables him to provide a wide variety of financial solutions to fit each client’s needs.   Richard is licensed and registered to arrange financing throughout Ontario.

Rana Chauhan

Richard William Chuback 
Barrister and Solicitor 

Richard graduated from York University with a Honours Bachelor of Arts Degree; with a major in Psychology. He received his Bachelor of Laws degree in 1983 from the University of Windsor. Richard was a partner with the firm of Hoffman, Sillery, Buckstein and Chuback for 20 years. In 2011, he opened his own law office in Toronto, which specializes in Real Estate and Estate Law. 
 

Gary Booth

Gary Booth
Chartered Accountant


Gary Booth is a licensed Chartered Professional Accountant (CPA, CA) and owner of Gary Booth CA Professional Corp. With over 20 years of experience in business consulting, tax and financials, Gary has extensive experience in dealing with the explicit needs of owner managed businesses and individuals. His accounting firm offers the expertise of a diverse mix of professionals who specialise in many areas including taxation (corporate, personal, terminal and trust returns), financial statements with an in-house Bookkeeping, Review and Audit Engagements departments. The firm can accept individual Taxpayer Identification Number (ITIN ) applications and preparation of US personal tax returns mainly US rental properties. 
 

Rana Chauhan

Rana Chauhan
Chief Investment Strategist
Counsel Portfolio Services


Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services. As Chief Investment Strategist, Rana maintains a close relationship with all of Counsel’s investment specialists, allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping Advisors understand how economic and market events impact their clients’ investments.