Find a CEA

Proudly
married to Susanne, together we share six children (three each from previous
marriage).

I
have been in the financial industry for the past twenty seven years. One reason
I particularly enjoy this business, and the challenges that go along with it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.

My
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.

Now,
with my new CEA designation, I’ll strive to help my clients in a new facet of
our industry.

Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law. 

I started in the Finance industry as a Sun Life Financial Advisor just over 3 years ago with the goal of helping you and your family achieve the best life possible.  I also understand that my clients live in a time starved environment, and are often overwhelmed by information and most importantly desire excellent service.

Being an CEA is something I take great pride in, helping people through the tough times of settling estates can be emotionally draining and that's where I come in to help guide.

I am a Certified Financial Planner with a focus on planning for individuals and families.  I look at a client's whole situation and make a recommendation based on what is right for them.  If using Mutual Funds or Life Insurance products do not suit the situation, I refer the client to another professional.

Greg entered the funeral industry at the age of 18. He has worked for various sized funeral homes, including one of the largest family owned firms in Canada. Greg has also worked as an examination proctor for a provincial regulator, the Bereavement Authority of Ontario.

Although he maintains his Funeral Director’s License, he decided to expand his knowledge by pursuing a career in financial services. He has worked in the financial planning industry since 1996, has earned the Certified Financial Planner (CFP) designation and the Certified Executor Advisor (CEA) designation. Greg is member/student of The Society of Trust and Estate Practitioners. As a board member of the Canadian Institute of Certified Executor Advisors, Greg brings a unique perspective to the organization.

He has been intrigued with society’s common problem of not properly planning ahead regarding ‘end of life’ issues. Having seen firsthand the pitfalls of poor planning, Greg is committed to educating and inspiring people to properly plan and create the legacy they truly want to be remembered for.

Greg is the Past President of the Estate Planning Council of Simcoe County (Ontario), author of related articles and educational seminars, all supporting his passion for pro-active planning.

Working with people for the last 20 years, I understand the importance of planning!  Both my parents lived into their 90's.  My Dad had lymphoma and ended up living with us in the last days of his life.  My mother had Alzheimer's and had to be put into a nursing home.

It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.   

My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and coordinated service to accomplish their financial goals.

Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation. 

Eileen is currently an independent advisor and consultant, working with her own clients and supporting other advisors on business development or complex cases. Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations. Her committee work included CIPS and LIMRA. She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, and President roles on various boards. Her volunteerism has been dedicated to community and charities for causes of poverty, the environment, the elderly and board member education.

Rachel Blumenfeld’s practice focuses in the areas of trusts and estates, tax law, and charities and not-for-profit law.Within her practice, Ms. Blumenfeld is often called upon to advise clients on tax and estate planning and estate administration, preparation of wills, trusts, and power of attorney documents, tax matters related to planned giving as well as business succession planning. She also offers advice to charities and trustees on the administration of estates and trusts.Ms. Blumenfeld’s prior experience at a large life insurance company has given her a thorough understanding of her clients’ needs and she is able to offer quick and practical solutions when working with insurance and financial advisors and their clients on estate, retirement and tax planning matters.
Within the charitable and not-for-profit sector, Ms. Blumenfeld assists charities and donors with planned giving and philanthropic programmes, and works with charities with the administration of bequests and other gifts. She is keenly aware of the unique challenges faced by organizations and groups within this sector and is able to assist in a broad range of areas.

Ms. Blumenfeld is a regular contributor of articles to newsletters and other publications and participates in seminars on current legal issues within her areas of practice. She has delivered workshops to insurance and financial advisors, fundraising professionals, and fellow lawyers on topics involving retirement and estate planning, life-insured buy-sell agreements, business succession planning and planned giving. Within the charitable sector, Ms. Blumenfeld frequently delivers seminars on planned giving, bequest administration and tax matters.

Ms. Blumenfeld is committed to her community and is involved with several organizations including the York Region Community Foundation, the Society of Trust and Estate Practitioners and the Canadian Association of Gift Planners. Education

LL.B., University of British Columbia, 1996
B.A., International Relations, University of Toronto, 1983
M.A., International Relations, Hebrew University, Jerusalem, 1988
Professional Achievements

Best Lawyers in Canada, 2013
2012 Canadian Legal Lexpert® Directory
Recipient of the 2012 Hoffstein Book Prize award from the Ontario Bar Association for demonstrating leadership in the trusts and estates bar

Nick Broomfield founded Executor Express in 2017 with a vision to be Canada’s leading executor service provider. As Canada is set to undergo the largest wealth transfer in history, thousands of people are being entrusted with the important, yet overwhelming, responsibility of administering a loved one’s estate. Executor Express simplified this process through the development of an all-in-one toolbox that breaks down the legal and financial responsibilities into simple steps, all of which can be managed by the executor within a user friendly online platform. 

Executors can have peace of mind knowing they are in control of the process with an affordable flat fee service and support to guide them every step of the way with the help they need, when they need it.

Administer an estate, simply and securely.

https://executorexpress.ca/

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

Making the right moves

Whether it’s an individual, a large corporation or something in between, we’re always striving to improve the bottom line, but oftentimes knowing how best to do it can be a daunting task. Making the right moves means having to stay abreast with an ever-changing array of financial products and the evolving economy they’re designed to serve.

That’s where I can help

I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.

Did I mention I’m mobile?

As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.

Looking forward to working with you!

We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.