Find a CEA

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 most important financial decisions. 

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.

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

Bowie Financial Inc. is an easy-going, family oriented, approachable company that believes in full, ongoing service for our clients and their families.  We know the importance of having good life insurance products and guaranteed investment products at any age and love to help our clients find the right fit- being a broker who works with dozens of companies has it's advantages!

After more than a decade as a successful realtor in New York State, Ottawa and North Grenville I decided to take the leap to work in our family business here at Bowie Financial Inc.  It's a good fit for me... I still get to work with people and advise them on complex transactions, but am now usually home in time for dinner with my family.  

We'd be honoured to have the opportunity to work with you and yours to develop financial strategies that focus on both short-term and long-term goals.  Investments, insurance, estate planning and taxes can seem daunting and make your head spin; let us show you the true value of the service we provide...PEACE OF MIND.

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 three years of experience in the insurance industry following a distinguished 22-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.