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. 

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.

As the Director, Business Development at PPI, I am responsible for supporting Financial Advisors across Northern Alberta and Saskatchewan.  I provide them with the resources, tools, and education to enhance and maximize their ability to deliver creative solutions to their clients.  My specialty has been investments, with a strong focus on pension and group savings & retirement.

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.

Trusted Advisor of 1st Time Executors

https://executorexpress.ca/

Chet is dedicated to educating the public about the importance of
comprehensive personal financial planning. Chet's professional
qualifications include Certified Financial Planner and Registered
Financial Planner designations. Chet is Past President of the Institute of Advanced Financial Planners.

He has been a frequent guest on local radio and television
programs and has contributed articles to the press on the subject of
financial planning.

Chet became an independent financial planner after spending
a number of years in the wealth management subsidiary of a large
financial institution. He is experienced in all aspects of personal
finance including investments, estate planning, retirement planning, tax
planning and trusts.

Chet was the Regina Chapter of the Canadian Association of
Financial Planners nominee for the 2000 National Member of Distinction
Award. He is a former board member of Value Partners
Investments, an advisor owned mutual fund company. His firm was the Better Business Bureau of Saskatchewan Torch Award winner in 2006.

Chet was listed as one of Canada's Top 50 Advisors  by Wealth Professional magazine.

As a Financial ConciergeTM, I assist seniors and vulnerable individuals with day to day management of their financial affairs.  Services include document organization, bill payment with statement reconciliation, acting as Power of Attorney or Trustee and assisting with estate administration.

Typical clients:

1. A senior whose spouse handled all of their finanical affairs and that spouse is now experiencing cognitive or physicial decline; is in care or has died.  The remaining spouse is overwhelmed and doesn't know where to turn for assistance.  

2. An individual named as a Personal Representative who has never dealt with an estate and is overwhelmed and doesn't know where to turn for assistance. 

My initial career was healthcare (BN).  After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.  

My goal for you is Peace of Mind around day to day management of your financial affairs.  We will achieve this through a mutually rewarding and ongoing client relationship.

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.