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 have worked for Access Credit Union for almost 7 years now. Started as a MSR and then moved up to an FSR role

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 recently 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 having volunteered at the Corn & Apple Festival for 17 years. Allison recently accepted a position on the Board of the Morden Area Foundation.

Many farm families are concerned about keeping their farm
in the family, paying too much tax, and how to fairly compensate their
off-the-farm kids.  Other challenges arise when someone is requested to act as executor.
My team will work to deliver customized solutions, giving you peace of mind your kids will be treated
fairly, taxes payable will be minimized, and your farm will be kept in the
family. We will work proactively with you to plan ahead and help you act as executor when the time comes it's asked of you.

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

Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance.  His expertise is custom investment plans, pensions, estates, and personal income tax.  He is also an Elder Planning Counselor.  Please see www.bryce.ca for more information and testimonials from clients.

I attained my life licence in 1994 and I have my CFP, CHS and CEA designations.  I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients.  I also have a large Group Benefit block of business.  I am involved in many charities and very involved with minor hockey.