Find a CEA

Bachelor of Commerce, Business
and Accounting, Concordia University 

Post Graduate Executive
Management Course, McGill University   

Mutual Fund License,
Investment Funds Institute (MFDA)   1997-Current

Licensed Branch Manager,
Investment Funds Institute (MFDA) 
2006-2021 

Licensed Life and Health
Insurance License,LLQP (FSRA) 
 1998-Current

Certified Professional
Consultant for the Aged (C.P.C.A.) 
Current

Certified Executor Advisor
(C.E.A)   Current

Elder Planning Counselor
(E.P.C)      Current

Notary Public of Ontario 
 1990’s

Chairman and Director, Life
Insurance Institute, Property Investments   1990’s 

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 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.

Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases. 

Eileen has over thirty 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 for advisors. 

 Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations.  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, Vice-President, and President roles on various boards. Her volunteerism has been dedicated to CEAN, community and charities for causes of poverty, the environment, the elderly and board member education.

I am a Life Insurance Agent and Broker with AO Globe Life. We work virtually across Canada.  One of our main markets is the No Cost Law Last Will and Testaments. Our company works with the non-profit No Cost Law to distribute Will Kits for our clients. I advice our members to set up their Will using a free kit. We then work with the client to do a needs analysis of their end of life needs. 

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)

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)

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 comprehensive wealth management planning.

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)