FEATURED EXCELLENCE AWARDEE
The Wealth Council Financial
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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EXCELLENCE AWARDEE:
HOLISTIC ADVISORY TEAM OF THE YEAR
EXCELLENCE AWARDEE:
HOLISTIC ADVISORY TEAM OF THE YEAR
www.thewealthcouncil.ca
https://www.linkedin.com/company/
the-wealth-council/mycompany/?viewAsMember=true
info@globalx.ca
403-923-7857
Suite 600, 700 2nd Street SW Calgary , AB T2P 2W1
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Excellence Awardee:
Holistic Advisory Team of the Year
The Wealth Council Financial
Jeff Talbot
CEO and Founding Partner
Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.
CEO and Founding Partner
Jeff Talbot
facebook.com/8twelvemortgage
@8twelvemortgage
Jeff Talbot
Leadership
1188 Whakue St, Rotorua Central, Rotorua
Stephanie Wolfe
Executive Vice President, Head of Marketing
Leadership
Vanessa Padillo is a strategic-minded professional that delivers high-quality results for clients. As a chartered professional accountant (CPA) and certified management accountant (CMA), she brings 16+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury and insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.
Executive Account Director & Founding Member
Vanessa Padillo, CPA, CMA
Jennie Hansen is a seasoned professional with 16+ years of experience in retail financial services and a strong background in client service. She is driven by a passion for empowering individuals to achieve their goals and navigate challenges. As a founding member of TWC, Jennie excels at delivering tailored solutions that meet clients’ unique needs. With her CIM designation and life insurance license, she offers comprehensive financial guidance. Beyond her professional pursuits, Jennie actively engages in charitable work with Wings of Hope Breast Cancer Foundation, making a meaningful impact in the community.
Wealth Management Director
Jennie Hansen CIM®
Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.
CEO and Founding Partner
Jeff Talbot
Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.
CEO and Founding Partner
Jeff Talbot
@8twelvemortgage
Rohit Mehta
President & CEO
As an independent, forward-thinking girls’ school we are committed to preparing girls for a lifetime of learning, leadership and engagement in our global community. We believe in girls.
At Ruyton Girls’ School we foster the individuality of each girl in a caring and safe environment, nurturing her intellectual, physical, social and emotional qualities that are essential to flourish.
Powerful learning is central to the Ruyton culture, building on our strong academic reputation. We focus on advancing the learning of every girl through the engagement of intellectual curiosity, building their knowledge and skills about how to learn, and supporting them to achieve their personal best and be exemplary citizens. We believe in real-world learning beyond the classroom, collaborating with the wider community to promote growth, discovery and sustainability.
We empower our girls to lead lives of purpose with courage, character and compassion. Through the development of values and action-focused learning they are inspired to pursue equity and justice for self and others. By embracing diversity and raising their voices, our girls effect positive change and make a difference.
Bellbird Park State Secondary College (BPSSC) prides itself on providing an innovative and inclusive education experience for all learners. Our college is extraordinary because of the incredible students, parents, community partners and staff who bring it to life each day. Since opening in 2017 with 212 Year 7 students and 31 staff, the school has been on a rapid journey of student growth and staff recruitment. BPSSC now has an enrolment of 1,800 students and 150+ staff members. Located in the aspirational, multiculturally rich Ipswich community (ICSEA 953), we’re exceptionally proud to be the school of choice in our community.
At BPSSC, we’re committed to supporting the success and wellbeing of every student as they transition through each stage of learning through our high-expectations, high-support approach. In 2023, 175 First Nations students are connected and thriving at our college. Our Many Pathways, No Limits mantra extends to all students, and we provide tailored differentiated, culturally appropriate educational opportunities for our First Nations students. Our approach to First Nations education is extensive, multifaceted and a whole-school effort effecting positive systematic change and outcomes for our students.
Spencer Hon
Principal
CEO and Founding Partner
enhancing the financial well-being and peace of mind for every family and client they serve.
Vanessa Padillo, CPA, CMA
Executive Account Director & Founding Member
Vanessa Padillo is a strategic-minded professional that delivers high-quality results for clients. As a chartered professional accountant (CPA) and certified management accountant (CMA), she brings 16+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury and insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.
Executive Account Director & Founding Member
Vanessa Padillo, CPA, CMA
Vanessa Padillo,
CPA, CMA
Executive Account Director & Founding Member
Vanessa Padillo is a strategic-minded professional that delivers high-quality results for clients. As a chartered professional accountant (CPA) and certified management accountant (CMA), she brings 16+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury and insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.
Executive Account Director & Founding Member
Vanessa Padillo, CPA, CMA
Jennie Hansen CIM®
Wealth Management Director
Jennie Hansen CIM®
Wealth Management Director
Jennie Hansen is a seasoned professional with 16+ years of experience in retail financial services and a strong background in client service. She is driven by a passion for empowering individuals to achieve their goals and navigate challenges. As a founding member of TWC, Jennie excels at delivering tailored solutions that meet clients’ unique needs. With her CIM designation and life insurance license, she offers comprehensive financial guidance. Beyond her professional pursuits, Jennie actively engages in charitable work with Wings of Hope Breast Cancer Foundation, making a meaningful impact in the community.
Wealth Management Director
Jennie Hansen CIM®
Jennie Hansen is a seasoned professional with 16+ years of experience in retail financial services and a strong background in client service. She is driven by a passion for empowering individuals to achieve their goals and navigate challenges. As a founding member of TWC, Jennie excels at delivering tailored solutions that meet clients’ unique needs. With her CIM designation and life insurance license, she offers comprehensive financial guidance. Beyond her professional pursuits, Jennie actively engages in charitable work with Wings of Hope Breast Cancer Foundation, making a meaningful impact in the community.
Wealth Management Director
Jennie Hansen CIM®
Bellbird Park State Secondary College (BPSSC) prides itself on providing an innovative and inclusive education experience for all learners. Our college is extraordinary because of the incredible students, parents, community partners and staff who bring it to life each day. Since opening in 2017 with 212 Year 7 students and 31 staff, the school has been on a rapid journey of student growth and staff recruitment. BPSSC now has an enrolment of 1,800 students and 150+ staff members. Located in the aspirational, multiculturally rich Ipswich community (ICSEA 953), we’re exceptionally proud to be the school of choice in our community.
At BPSSC, we’re committed to supporting the success and wellbeing of every student as they transition through each stage of learning through our high-expectations, high-support approach. In 2023, 175 First Nations students are connected and thriving at our college. Our Many Pathways, No Limits mantra extends to all students, and we provide tailored differentiated, culturally appropriate educational opportunities for our First Nations students. Our approach to First Nations education is extensive, multifaceted and a whole-school effort effecting positive systematic change and outcomes for our students.
@8twelvemortgage
@8twelvemortgage
@8twelvemortgage
The Wealth Council Financial is a multi-family office that collaborates with clients’ tax and financial advisors to create holistic plans for their corporate and personal households. The firm specializes in working with private corporations, tailoring plans and structures to align with shareholders’ unique needs and business operations. They rely on a network of tax and legal professionals to ensure each client has the most suitable financial team. The Wealth Council Financial’s role is to facilitate collaboration among all members of the financial team,
Edward Evans
Private Wealth Credit Consultant
Edward Evans has had an extensive entrepreneurial and financial career spanning over 40 years. Accounting and business positions within Canadian public company head offices evolved to a career focus within private banking units and, since 2019, The Wealth Council Financial. His unique role within The Wealth Council is to position their clients’ personal credit opportunities within Canadian private banking and their retail and commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process and a true value add – one that is mutually beneficial to all parties.
Private Wealth Credit Consultant
Edward Evans
Edward Evans
Private Wealth Credit Consultant
Edward Evans has had an extensive entrepreneurial and financial career spanning over 40 years. Accounting and business positions within Canadian public company head offices evolved to a career focus within private banking units and, since 2019, The Wealth Council Financial. His unique role within The Wealth Council is to position their clients’ personal credit opportunities within Canadian private banking and their retail and commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process and a true value add – one that is mutually beneficial to all parties.
Private Wealth Credit Consultant
Edward Evans
Edward Evans
Private Wealth Credit Consultant
Jennie Hansen CIM®
Wealth Management Director
Vanessa Padillo, CPA, CMA
Executive Account Director & Founding Member
Jeff Talbot
CEO and Founding Partner
Leadership
Edward Evans has had an extensive entrepreneurial and financial career spanning over 40 years. Accounting and business positions within Canadian public company head offices evolved to a career focus within private banking units and, since 2019, The Wealth Council Financial. His unique role within The Wealth Council is to position their clients’ personal credit opportunities within Canadian private banking and their retail and commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process and a true value add – one that is mutually beneficial to all parties.
Private Wealth Credit Consultant
Edward Evans