Find a CEA

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.

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.

Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.

I am a Certified Financial Planner and Registered Retirement Consultant. I work with clients holistically to ensure financial success in all stages of their life and beyond. 

Dylan
Brown

CEA,
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC

CERTIFIED FINANCIAL
PLANNER®

CERTIFIED INTERNATIONAL
WEALTH MANAGER

Brown & Associates /
Sterling Mutuals Inc.

218-3270 Electricity Drive, Windsor, ON, N8W5J1

Phone/Fax: 519-944-4232

Toll-Free: 1-866-944-4232

Email: dbrown@bafs.ca

Web: www.bafs.ca

Bruce graduated from Western University (formerly known as The University of Western Ontario) in 1986 with an Honours degree in Computer Science. After 19 years in the high technology industry, designing, building and marketing equipment and software solutions deployed by the biggest communications networking companies around the world, Bruce obtained his license to trade in real estate in Ontario in 2005. He earned his broker license in 2008 and has helped hundreds of individuals and families navigate the purchase and sale of houses, condos, cottages, land, rural and multi-family properties for home or investment. Bruce strives to provide unparalleled research, guidance, and representation of his clients' interests.