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Jerome Bitun, CEA
Associate Financial Advisor, CEA, CPCA

Vancouver, BC

Life Insurance and Mutual Fund Specialist with over 25 years of professional advisory experience.
Jerome has specializing in estate and tax planning, techniques, families and small business benefits design and administration as well as insurance, retirement… Read more »

Area serviced: Vancouver, BC; Richmond, BC; Surrey, BC

604-874-4476

Teresa Black Hughes, CEA
Financial Advisor, Associate Portfolio Manager

Vancouver, BC

One of my greatest pleasures is helping Canadians organize and discern their financial matters to help pass on their legacy.
Financial Planner, Associate Portfolio Manager
CFP, R.F.P., CLU, CIM, FCSI
Teresa Black Hughes - RGF Integrated Wealth Management… Read more »

Area serviced: Vancouver, BC

6047376708

https://www.rgfwealth.com/advisors/teresablackhughes

Tracy Blair, CEA
CPA CA BMath

Cambridge, ON

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON

5196231870

www.gmpca.com

Doug Blaylock, CEA
Senior Financial Consultant

Winnipeg, MB

I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing… Read more »

Area serviced: Winnipeg, MB

(204) 953-7414

http://advisor.investorsgroup.com/en/doug_blaylock

Lynn Blendheim, CEA
REALTOR®

Langley, BC

It only takes a few moments to realize that Lynn is someone you want to have by your side.
“I like helping people,” she says, and while she’s being modest, it’s obvious that she’d drop everything to lend you a hand. “Sometimes you just need… Read more »

Area serviced: Langley, BC; Abbotsford, BC; Delta, BC; Surrey, BC; Maple Ridge, BC; White Rock, BC; Vancouver, BC; Mission, BC; Chilliwack, BC

604-644-3716

www.pontalettagroup.com

Carol Blevins, CEA
Financial Advisor

Waterdown, ON

Area serviced: Waterdown, ON

416 616 9417

Laura Boden, CEA
President

Peterborough, ON

Area serviced: Peterborough, ON

7057496776

Tara Boersma, CFP, RRC, CEA
Branch Manager

Strathroy, ON

Area serviced: Strathroy, ON

519-245-2530

www.mainstreetcu.ca

Nancy Boisvert, CEA
President

Calgary, AB , AB

Beyond the Basics: Holistic Life and Legacy Planning

Planning for the future can feel overwhelming, but it doesn’t have to be. At NEXsteps, we’re here to guide you through every step with care and compassion. Our services go beyond numbers… Read more »

Area serviced: Calgary, AB; Kelowna, BC

403-472-8641

https://nexsteps.ca

Gregory Bonnell, CEA
CFP, CCS, CEA

Halifax, NS

Area serviced: Halifax, NS

9024232152

www.rmfp.ca

Geoff Booth, BMS, CFP, CLU, CHS, CEA, CEA
Estate Planning Specialist

Oakville, ON

Currently employed as an Estate Planning Specialist at CIBC Wood Gundy.
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

Read more »

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON; Vancouver, BC

9056300982

Shane Borthwick, CEA
Founder | Senior Wealth Advisor

Saint Andrews, NB

You need the right tools and support to protect the health and wealth of your family and your business – now and for generations to come. At Impact Wealth, we listen carefully and create tailored solutions with the durability you need to navigate life’s… Read more »

Area serviced: Saint Andrews, NB; Saint John, NB; Halifax, NS

1.877.309.7634

www.impactwealth.ca

Jessica Bortnick, CEA
B.Comm., LL.B., CEA

Westerose, AB

Jessica is a lawyer with more than a decade of experience assisting all levels of clients on a wide range of legal matters, specializing in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing… Read more »

Area serviced: Westerose, AB; Edmonton, AB; Wetaskiwin, AB

(780) 559-2643

www.bortnick-law.com

Paul Bourbonniere, CEA
Certified Financial Planner

Markham, ON

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

416 498-6181

www.worry-freeretirement.com

Fred Bowie, CEA
Life & Retirement Guide

Kanata, ON

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

613-416-2020

BowieCanHelp.com

Area serviced: Vancouver, BC

One of my greatest pleasures is helping Canadians organize and discern their financial matters to help pass on their legacy.

Financial Planner, Associate Portfolio Manager

CFP, R.F.P., CLU, CIM, FCSI

Teresa Black Hughes - RGF Integrated Wealth Management (rgfwealth.com)

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON

Tracy has worked at Graham Mathew Professional Corporation since 2001. Most of her focus is on personal and estate income tax. She enjoys being able to work closely with her clients and to bring understanding to complicated situations. Client service is a priority. Read what her clients have to say ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA) " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)

Area serviced: Winnipeg, MB

Area serviced: Langley, BC; Abbotsford, BC; Delta, BC; Surrey, BC; Maple Ridge, BC; White Rock, BC; Vancouver, BC; Mission, BC; Chilliwack, BC

It only takes a few moments to realize that Lynn is someone you want to have by your side.

“I like helping people,” she says, and while she’s being modest, it’s obvious that she’d drop everything to lend you a hand. “Sometimes you just need someone who will help you through changes in your life and the challenges of moving, and that’s okay.”

Her warmth and kindness stand out, even beyond her impressive real estate sales numbers and statistics. It was this combination of personality and high performance that brought her to the team, and she fits right in.

She’s a great listener, genuine and empathetic, and truly believes in the greatness of the Fraser Valley. She lives in and loves the dynamic hub that’s just a short drive away from mountains, water and Downtown Vancouver.

The Pontaletta Group is defined by being different than other real estate brokers. With her warmth, real estate smarts and determination that you’ll get your dream sale or purchase, Lynn certainly fits the bill.

TESTIMONIALS

“These guys are 100% pro at what they do! I was recommended to them by a friend who used Lynn and her team to sell his home. He was blown away how quick they sold his home and how professional they were. WOW! He was right! Not only did they sell the property in 2 days , but over asking price! Highly recommend Lynn. Thanks again guys.”

-Mike Alexander (June 2019)

“Lynn was a pleasure to work with, and made our experience less stressful.”

-Kelli Kling (June 2019)

“Lynn B. is amazing! She is so kind and professional. She was very prompt with everything and made our purchase very smooth. I can’t thank you enough! We are so happy with the purchase of our first place! Thank you Lynn!”

-Holly (November 2018)

“Lynn Blendheim was excellent throughout the process of selling our home and I know she will be a partner in finding the next place to call home. Her timely responses and follow ups, the photos and video footage she pulled together to immediately draw in prospective purchasers and the tireless energy she poured in the open houses she held was evidence of her commitment to her clients and the passion she has for what she does. Thank you Pontaletta Group!”

– Ali (February 2018)

Area serviced: Waterdown, ON

Area serviced: Peterborough, ON

Area serviced: Strathroy, ON

Area serviced: Calgary, AB; Kelowna, BC

Beyond the Basics: Holistic Life and Legacy Planning

Planning for the future can feel overwhelming, but it doesn’t have to be. At NEXsteps, we’re here to guide you through every step with care and compassion. Our services go beyond numbers and spreadsheets; we focus on the whole picture, making sure your well-being, housing needs, legal preparations, and legacy are all taken care of. Think of us as your go-to team for navigating life’s big decisions with confidence. In addition to planning, NEXsteps provides professional estate administration services. We support executors and families through the legal, financial, and administrative complexities of settling an estate—helping interpret wills, manage assets, and navigate tax and probate processes with clarity and compassion.

Nancy Boisvert knows firsthand how challenging it can be to navigate the responsibilities of being a Power of Attorney and Medical Representative. After helping a longtime friend by taking on these roles, Nancy realized just how complex and time-consuming they can be. That experience inspired her to start NEXsteps, with a mission to help others through these critical life transitions.

Additional
Certifications:

Personal Fiduciary Certificate; Personal Fiduciary Standards International, 2024

The Suicide Prevention, Risk Assessment, and Management
Training; Alberta Health Services, Canadian Addiction Counsellors Certification
Federation, 2023

Trauma-Informed Care; Alberta Health Services, Canadian
Addiction Counsellors Certification Federation, 2023

Brain Story Certification; Palix Foundation, Alberta
Family Wellness Initiative, 2023

Canadian Remote Access for Dementia Learning Experiences +
(CRADLE), 2023

Family Champion Award Nomination, BC Care Providers
Association and EngAgeBC, 2023

IFIC; The Canadian Investment Funds Course, 2008

Area serviced: Halifax, NS

Beginning his career with a large Canadian insurer in 1997, Greg’s journey has moved beyond career agency into entrepreneurship in a unique way. Joining forces with the principle at Richard McKenster Financial Planning in 2002, he has been a partner in developing unique and proprietary processes to manage client retirement planning and risk management. As a Certified Financial Planning professional (CFP®), wholistic planning is in keen focus in any client relationship.

Educated in Tampa, Florida, while originally from St. John’s Newfoundland and Labrador, Greg enjoys spending time with his family and volunteering as a soccer coach. He is a long-standing member of Advocis, the Financial Advisor’s Association of Canada, and is also a member of the Halifax Estate Planning Council.

Greg's business passion is to help clients create a safe and sustainable lifestyle through cash flow planning and risk management. www.rmfp.ca

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON; Vancouver, BC

Currently employed as an Estate Planning Specialist at CIBC Wood Gundy.

I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

Area serviced: Saint Andrews, NB; Saint John, NB; Halifax, NS

To gain a clear perspective you need to see the full picture. Our unique 360°Impact™ process is designed to put all of the pieces of your financial puzzle together to ensure you, your family and your business are ready for what’s next. Our 5-step process aligns your goals and values with tailored solutions to get results. We can’t predict the future but we can prepare for it.

Area serviced: Westerose, AB; Edmonton, AB; Wetaskiwin, AB

Jessica is a lawyer with more than a decade of experience
assisting all levels of clients on a wide range of legal matters, specializing
in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing legal services in rural Alberta. Jessica also provides legal services to clients in Edmonton and surrounding areas.

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

A Life, Retirement & Estate Guide since May 15, 1980, Fred has been helping responsible families, like yours, achieve peace of mind. Fred has spent his entire career with a front row seat to see firsthand the challenges facing today's families. As a result of what he has learned, Fred is in a position to help you and your family meet many of life's challenges. He has helped thousands of families reach their objectives in the areas of Income Tax Planning & Preparation, Guaranteed Retirement Income and Estate Planning & Settlement.

Reach Fred by phone: 613-416-2020 or email: Fred@BowieCanHelp.com