Morty Stolzman has been involved in the financial industry since 1972. He is the founder of Futuric Planning Inc., an insurance brokerage firm providing services to individuals and companysthroughout the Greater Toronto Area. 2019 represents over 47 years in the industry, working alongside clients with their lawyers, accountants & other advisors to implement the appropriate strategies to meet their financial goals. From employees of group plans to employers he can plan for all your retirement, health care and insurance needs.
Aaron Cohen - Wealth Management And Estate Planning.
Aaron has over 25 years experience in the Financial Services Industry. Along the
way, Aaron has managed all aspects of his client's Financial Needs and
Expectations through hard work and service-oriented values. With his knowledge
and strong relationship building skills, he has excelled everywhere he has been.
Aaron's strong values drive him to be all he can be and regularly gives back to the
community. He has sat on the boards of local children's charities and taught
Mutual Funds Licensing course. As well, Aaron has been able to share his
knowledge by lecturing to professionals, appearing on local radio shows and
Aaron currently specializes in Asset Management and Insurance products
targeted for the High Income/High Net work clientele
ODED ORGIL LL.B. - Wealth Management And Estate Planning
Oded has 25 years of experience in Capital Markets as a Financial Advisor and
Senior Executive for a number of National Bank owned and Independent firms.
Early in his career as a financial advisor with Midland Walwyn he achieved
Executive Level status within four years working with families and business
owners managing their wealth and estate plans.
He later moved on to hold Senior Executive positions at Manulife Financial ,
Canaccord Genuity, CIBC Wood Grundy, and Merrill Lynch Canada. During this
time, he participated in over $10 Billion of transactions and acquisitions on the
wealth management side. Most recently he was CEO of Gravitas Securities, a
national full-service boutique investment firm. During his time there he oversaw
the firm's expansion opening offices in Vancouver, San Jose and New York.
Prior to entering the financial services sector Oded practiced law with a downtown Toronto firm.
Oded is an active member in the community and has been President of the
Canada Israel Chamber of Commerce since 2010.
Oded was a member of the Israel National Hockey Team in 1992-1997,2000 and
competed for Israel in the Maccabiah game in 2013 and 2017.
Oded lives in Toronto with his wife and five children.
Patti Vigna has over 30 years experience in the industry, including a wide variety of experience in Financial Planning, Health and Care Benefits, Accounting and Taxation. Patti is recognized in the industry as a specialist for solutions in Long Term Care and Elder Care Planning needs. Her experience is coupled with her dedication to volunteer in her faith community as well as being an advocate for those individuals or families facing physical and mental health challenges, or financial challenges. Together with Patti we are able to offer our clients specialized Long Term Care and Elder Care planning solutions along with assistance with health care expense issues which plays an important part in their retirement income planning.
In his fifteen plus years of experience in the financial sector, Steven has obtained a number of financial designations to better serve his clients. These include his Life License, Certified Financial Planner designation, Chartered Life Underwriter, Elder Planning Counselor and Certified Health Insurance Specialist. He is the CEO of Critical Insurance TM & has built a stable, secure company with a focus not just on insurance but on investment and business strategies that utilize insurance.
Penmore Benefits Inc.
Futuric Planning Inc. leverages the expertise and talents of Penmore Benefits Inc.. Penmore Benefits Inc. is an employee benefits consulting firm that specializes in providing benefits plan management. Their objective is maximizing clients return on investment in employee benefits. Their team comprises of industry experts in Domestic and International Corporate Benefit Planning and Group Retirement Planning across multiple industries.
Penmore Benefits Inc. has earned a solid reputation for providing insurance solutions at affordable rates with the highest standards of personalized customer service. By collaborating with Penmore, we are combining two very extraordinary firms with strengths that are highly complementary. Together, we can maximize and leverage economies of scale, as well as our technology and management systems, which in turn will provide our clients with a broader set of services, ensuring the greatest value is achieved from their benefits and retirement program.
Additionally, Penmore Benefits Inc. is a member of The Benefits Alliance Group (www.benefitsalliance.ca), an organization of benefit consultants who provide superior advice to their clients with respect to the design and management of group insurance and group retirement arrangements. Their membership in this Alliance provides Penmore Benefits with unparalleled strength and support.