Find a CEA

In February 2023, Darlene Tremblett became the Legal Administrative Advisor at NLCU, the largest credit union in Newfoundland and Labrador providing banking, wealth management, and insurance services to individuals and businesses. In this role, Darlene is responsible for the administration of wills, estates, small claims’ files, and commercial credit communications, providing expert advice and support to branch and commercial credit teams. An Honours graduate in Paralegal Studies at Academy Canada, she has a broad understanding of governing legislation and regulatory requirements related to wills, estates, and loans, and in-depth knowledge of NLCU policies and procedures. In addition, Darlene has undergone training in Anti-Corruption Law, Legal Compliance, Controls Frameworks, Cybersecurity Awareness, Emergency Response Preparedness, Data Analytics, Management and Protection of Information, Records Management Guidelines, Release of Information, and Version Control. She completed LEAN and Quality Standards training for Manufacturing/Service Industry and a certificate in OHS Committee Training.

Gina Trinidad has worked in healthcare for twenty-five years from the front-lines to executive leadership, overseeing large-scale multi-million-dollar operations. Her leadership has been instrumental in managing transformational initiatives in the health system both at the regional and provincial levels in Manitoba. As a senior leader in the healthcare system, Gina has served her community with unparalleled commitment and dedication. A Registered Nurse by profession, Gina is a firm believer in lifelong learning and has achieved certification in lean management and coaching for improvement. She also holds a Legal Nurse Consultant Certificate, Graduate Certificate in Health Systems Leadership from the Royal Roads University and is now pursuing a PhD in Nursing. With many years in health care administration, Gina’s leadership approach is firmly planted on core values of service, success and integrity, with a keen eye on ensuring excellence in care for health consumers. Gina’s experience and expertise in the area of executive management consulting, health system case management, leadership coaching, global recruitment, curriculum development, health system strategy and planning, and legal nurse consulting. Gina has expertise in the following health care specialties: health system navigation, community health services, long term care, case management, primary care, mental health, public health, seniors and housing, disabilities, and correctional nursing services.

I help individuals, families and business owners navigate and preserve their wealth. By utilizing a holistic planning approach, I aim to enable people to enjoy their lives with as little money worries and complexities as possible. 

Through my work network at Servus Credit Union, I am able to engage with specialists and partners on my team to delived a detailed and personalized advice for every member.

I hold CFP, PFP and FCSI designations. 

Financial plans are the foundation of my work, with investment management and insurance strategies used as tools to implement the day to day direction of it.  

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I am a CPA and I am a Partner in a Scarborough based firm, Vanderkolff & Associate CPA's.  Our firm provides accounting services to individuals and small businesses mainly in the GTA and surrounding areas.  We offer services in personal, corporate, Estate and Trust taxes as well as a wide variety of other essential accounting needs. 

Estate taxes and services are of particular interest to me and I have worked closely with many Executors.  I can offer guidance, advice as well as prepare the required returns, requests, statement of accounts and applicable CRA filings. My role is to assist in the proper filings and to ensure that proper taxes are paid taking into account any possible tax savings.

Santo Veltri is an experienced practitioner
in  wills and estates and family law at
Bianchi Presta LLP in Vaughan, Ontario. He received his LL.B. degree from
Osgoode Hall Law School and was called to the bar in Ontario in 1983.

Santo’s practice includes the preparation
of Wills and Powers of Attorney for Property and Personal Care. He acts on
behalf of clients to obtain Certificates of Appointment of Estate Trustee With
or Without a Will, advises Trustees and Executors with respect to their duties
and responsibilities as fiduciaries and gives guidance on various aspects of
estate administration. In his family law practice, he assists clients on a
broad range of estate planning issues that often come into play in domestic
agreements.

Professional Realtor for over 22 years, with numerous top sales awards. Helped hundreds of people achieve their real estate goals in Buying, Selling, Investing and Leasing real estate. Very update on trending markets and regulations. Primary work in Toronto East, Durham Region and Markham.