Find a CEA

Sharla Behnke is the Manager of Estates & Registered Plans with Access Credit Union.  Access Credit Union serves to connect Manitoba and its members and operates all across the province.

As the leader in the area of estate administration, some of my top priorities is to serve our clients and members with excellence, invest in our communities and empower our staff through continuing education to achieve their full potential.

The focus of my practice at Edward Jones is to provide my clients with a clear, intuitive pathway to help build out the future they want. I believe in a holistic approach which means clarifying your expectations and goals, before we ever talk about investments. My expectation is that my clients will feel confident, calm, and assured that they have someone they can trust. You deserve more than an "advisor" putting you in expensive products, with basic advice.

Prior to joining Edward Jones, I worked in refineries as a measurement and control technician. I had a great, very technical career, at a top company in the industry; I decided to leave that behind because I saw friends and coworkers who had "financial advisors", getting sold cookie cutter planning and products, with no idea how much they were paying. They deserved more.

Coming from an industry where missing details can mean not going home to your family, I have applied that same level of diligence with my clients and their details. Every detail matters. Working with, and helping clients build strategies tailored for them is all I do now, and I love it.

I have a flexible process to get to know my clients, what's important to them, and to see how we might fit. Having owned a business, I work exceptionally well with business owners, as well as their accountants and lawyers. If you think you want to have a discussion, it's my commitment to have an open, friendly conversation, and my aim is to give you the best service you will ever receive.

I'm delighted to have been with my wife for over 10 years, and we love trying to keep up with our lively little girl. We enjoy spending time with family and friends, kayaking, skiing, hiking, and gardening. Life's about more than money, and it's important you work with someone who understands that.

Having extensive personal experience as an Estate Executor due
to the loss of several family members, Steve is very knowledgeable and
understanding of all that is entailed in arranging funerals and doing all the
requirements to bring an estate to conclusion. 
His ability to manage them so skilfully is backed by a wealth of
experience in his business career which includes a degree in accounting and 30
years as a Senior IT Project Manager
for Fortune 500 companies like IBM, Hewlett Packard & Petro Canada.  Steve also has a background in housing construction
and he is Certified Master Home Inspector.

Outside of work Steve is happily married, loves to travel, to
go camping, and he has a passion for fly fishing.

Owner, Bernard Bourke Executor Services

Michelle brings over 30 years of experience in estate planning, philanthropy, and executor services. With a background in finance, property management, and nonprofit leadership, she offers a rare blend of financial insight and compassionate guidance. For 25+ years, she has supported executors and families through complex estate matters with care and precision.

Michelle is a member of STEP, CICEA, and the Greater Vancouver Estate Planning Council, and is the past chair of the Canadian Association of Gift Planners (Vancouver Chapter).

Protection. Progress. Prosperity.

Our investment approach focuses on key principles and strategies.  One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service; and, we do not believe in locking our clients into any term investment.  We believe clients should be able to move investments from one firm or bank to another without penalties or fees.  We are active management fee based advisors.

Services: Estate Planning, Active investment management (registered and non-registered accounts), Insurance (life, health, critical illness and disability) and investment tax advice.

Peter Bertrand, B.A., MSc.Ed., CPCA, CEA

Wealth Advisor

Worldsource Financial Management Inc.

I am an FSR for Integris Credit Union

I acquired the Certified Executor Advisor designation in 2017 in order
to fill the gap in my knowledge; several of my clients were dealing with the responsibilities
and duties of being Executors.  Having
this designation has enriched my Estate Planning advice, and benefited my
clients further by having their affairs in order.  This results in better harmony, especially in
blended family situations.

Having over 14 years of experience as an independent financial advisor, I
have a passion for helping clients accumulate wealth, preserving that wealth
and providing effective income strategies in retirement.  My clients know they can depend on me and my
network of specialists to help solve their challenges and take advantage of
opportunities they may encounter while they realize their goals and dreams.

I specialize in working with individuals, families and business owners
whether they are in retirement or will be making that transition in the next 5 –
15 years.  

“I would
say the hallmark of my business is my close communication with each client and
my frankness to their concerns.”

Richard
Beyer

Focus
areas: Investments, Insurance, Estate Planning, Wealth Transfer, Retirement
and Tax Planning.

A Chartered Professional Accountant with 9+ years of public practice experience combined with Corporate, Estate and Tax Law knowledge. I run an accounting practice and happy to connect with new people. 

Being an education enthusiast, I love teaching accounting and tax courses as a hobby. Outside work, I am earnestly doing volunteer work for social causes, my alma maters and networking-recruiting events. I am a firm believer in Denzel's saying "At the end of the day, it is not about what you have or even what you've accomplished. It's about who you've lifted up, who you've made better. It is about what you've given back". 

I work for a multi-generational advisory firm that helps families with the management of their wealth and legacy. 

Throughout my 22-year career as a Real Estate Sales and Broker, I have amassed extensive expertise in the dynamic and ever-evolving real estate industry. 

One of my notable specializations is in senior real estate, as evidenced by my designation as a Senior Real Estate Specialist (SRES). This credential underscores my ability to navigate the unique needs and concerns of older adults, ensuring that their transitions in housing are seamless and tailored to their lifestyles.

Furthermore, my proficiency as a Certified Negotiation Expert (CNE) equips me with advanced negotiation skills that have consistently enabled me to secure favorable deals for my clients. This certification reflects my commitment to representing clients with unwavering dedication and strategic finesse, maximizing their investment potential, and optimizing their real estate objectives.