Find a CEA

I am a funeral pre-planning specialist. I assist people in using their CRA registered Eligible Funeral Arrangement to prefund and we preplan the funeral. Helping the families at the time of need. I work with all funeral homes in Canada. I am well know for my public speaking speaking to thousands each year on how to orginze their estate and how funeral preplanning helps. . 

With over five years of experience in the insurance industry following a distinguished 24-year career as a piano instructor, I bring a wealth of expertise and a commitment to excellence to my role. 

Recently assuming leadership of my father's esteemed insurance business, I have undergone significant professional growth and development. My primary objective is to provide comprehensive estate planning solutions, leveraging my unique blend of skills and experiences to serve both inherited and new clientele effectively. I am enthusiastic about the opportunity to collaborate with clients, ensuring they are optimally positioned for success in their estate planning endeavors. Having taken the CEA course, I feel more equipped to help my clients and their families as they navigate decisions and ideas surroundings Estate planning. 

Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety of client needs.

I am a licensed Financial Advisor DFSA and now CEA with a private practice in Simcoe, Ontario dedicated to serving individuals and their families across Norfolk County. 

I provide guidance to my clients about retirement preparation, transition, estate transfer strategies.  

The foundation of each client relationship begins with honesty, transparency and integrity.  I work to ensure each client receives a personalized experience ensuring they feel understood, well-informed and in control of their financial goals and decisions.  

I actively encourage working along side of my clients chosen tax and legal professionals to ensure they receive a comprehensive and coordinated approach to achieving what is important to them. 

To suit your needs, I offer flexible in office appointment times for clients preparing to transition into retirement, in home appointments for seniors living in retirement, and virtual meetings for working professionals and with client's tax and/or legal professionals.

 

I have worked for Access Credit Union since 2009. Started as a MSR and then moved up to an FSR role which has recently changed to a DSR II

Allison joined the Gallery Wealth Management team in 2012. She is responsible for keeping the office running smoothly and supporting her team. What Allison likes most about her role is meeting new people and constantly learning in an always changing industry. Her attention to detail, commitment to clients and honest, reliable qualities are noteworthy strengths.

Allison is a Certified Executor Advisor. This unique service compliments the areas of expertise provided by the other team members at Gallery Wealth Management. A Certified Executor Advisor (CEA) is an accredited specialist advising Canadian executors using a team-oriented networking approach. Where will you turn for help when you take on one of the most challenging roles of your life, on short notice?

Allison’s interests are deeply rooted in the community. With 20 years experience in Taekwondo, she is a 5th degree Black Belt and spent 10 years running the Morden Taekwondo Club and refereeing with the Canadian Taekwondo Referee Team. Allison has retired from instructing Taekwondo & refereeing order to dedicate more time learning important aspects of the business and spending more time with family.

Allison is married to Reg and she has two children and two grandchildren. Allison and Reg love photography and taking their own photos. She enjoys being outdoors, gardening and travel. She was born and raised in Morden, Manitoba and loves giving back to the community. Allison volunteered coaching many sports as her children grew up, she was with the Morden Corn & Apple Festival for 17 years, volunteers with the Jr. Achievement of Manitoba program and is the chairperson of the Morden Area Foundation.

Whether you are planning for retirement, saving for post-secondary education for children and grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your most important financial goals.

Our team partners with our clients, investing our time to understand what is most important to you, your family, and your specific situation. We then use our established process to build out your personalized strategy. We work closely with our clients' tax preparers and legal team to ensure we are all aligned in our advice. Education of concepts and the why behind what we are doing promotes financial literacy for my clients.

My Edward Jones career began in 2006, as a Branch Office Administrator and progressing on to becoming a Financial Advisor in 2013. I plan on being in this career for the next 25 years to help my clients achieve their long term goals. Education is key in my business both for you as well as myself. I obtained my QAFP™ on January 1, 2020, my CFP® on May 1, 2022, and my Certified Executor Advisor designation on June 25, 2025.

Growing up in Shellbrook, a small community north of Saskatoon, I was very involved in music, 4-H and our Travel Club. I believe that being raised in a small town and bringing those values into my business allows me to treat every client like they are family.

When I am not in the office, I spend my time with my husband, Andrew, our sons Evans & Owen, and our families in Saskatoon and Shellbrook. We also have a seasonal site at Kipabiskau Regional Park where we enjoy camping, fishing, and boating. My other passion is travel. I have been to many places around the world and love to dive into the culture that presents itself around us.

I am an Administrative Assistant to a Financial Advisor covering Life Insurance, Insured Investments, Employee Benefits and Mutual Funds. We are looking to round out our client experience to include all aspects of savings, retirement and beyond.

Barbara Brindle, ABR, SRS, SRES, CRB, CIPS, RENE

Barbara has been called a Real Estate Encyclopedia, a passionate leader, and a force of nature. 

Her 20+ years as a successful broker and team leader in the RE/MAX network combined with her pursuits and accomplishments as a trainer & coach have provided her with a strong foundation to expand her reach within industry. 

She is the Executive Vice President of Strategy and the Broker of Record for one the largest RE/MAX Franchises in the world where she proudly searches out new talent, transforms careers and oversees a large management team to ensure successful dissemination of services. 

Her services in this space are consultative in nature and encompass every aspect of managing the process of Estate maintenance and/or liquidation of Real Estate assets. 

Barbara is also a sought after subject matter expert and has participated in multiple cases involving complex legal matters relating to Real Estate disposition and acquisition.

Should you require a referral to a Realtor anywhere in Ontario to assist you with a letter of opinion for probate filing purposes, or a qualified Realtor familiar with the nuances of listing and managing estate sales feel free to reach out.  

About Patrick Briscoe, founder of Bayswater Wealth Management

Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand.

Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.

Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.

When not at the office, Patrick is spending time with his wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.