Find a CEA

Diana has 25 years experience as an dedicated and thoughtful advisor to her clients with a focus on estate planning and tax efficient strategies. 

Having personally experienced some of life's most challenging situations, she appreciates what is involved in helping her clients feel safe and secure.

Diana has her Level 11 Life Insurance License and CSC.

Pat is a wealth advisor helping to create and sustain strategies for financial freedom in retirement.

Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in planning your retirement and your estate, “Will I be OK?” and “Will my family be OK?”

This includes engaging with other professionals in estate planning and guiding powers of attorney and executors.

Are
you wondering what it is you can do to organize your Estate ahead of time?

Well
you are not alone. 

I
have assisted thousands of people with organizing their important papers ahead
of time.  I can help you calm the chaos,
identify gaps in your estate plan and help you fill these gaps.

The
sense of accomplishment and relief you will feel is fantastic.  As one lady said “I feel like a million
bucks. I know what I have, where it is and what I want done with it.”  Yes indeed this is a gift for your Executor.

If
you would like to know more about organizing your estate ahead of time or if
you are working through closing an estate I can help you out.

Let’s
chat

Kat
Downey 905 717 9197 katdowney@legacymatters.ca www.legacymatters.ca

Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 

We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death. 

We believe that grief is hard enough. We are dedicated to making final documents simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135

We do money differently.

I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help keep them on track.

With over 12 years serving the Midland area we are best suited to assist those transitioning to or already in retirement.

Jamey Drummond DFSA, CEA

With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me to offer holistic financial planning advice to my clients as a Senior Financial Planner with TD Wealth Financial Planning since 2014. I look forward to exploring estate planning, tax planning and investment strategies and solutions with you as we work together towards your unique financial goals.

I am a seasoned business executive with over 30 years of experience as a founder and COO in the workplace health and safety industry. 

With my entrepreneurial background, I possess some unique insights and first hand experience into the needs and concerns of self-employed individuals and small business entrepreneurs where it pertains to succession planning. 

I have had the opportunity to be a named executor on 3 occasions, with each one presenting unique and interesting challenges that I navigated to successful closure. 

I thrive on the challenge and variety that estate administration brings.  It gives me profound satisfaction to see the pieces of the puzzle come together and share in the relief it brings to families to see their loved ones legacies fulfilled. 

With over 35 years of advising clients on financial and estate matters including insurance, investments,  wills and POA support. I  focus on a holistic approach to individual/ family changing needs and solutions at every stage of life. 

Full service Wealth advisor helping clients build and preserve wealth using holistic financial planning. Holds the CFP and CIM designations. 

Jaryll is the Founder of Maxxentum Inc. and started Maxxentum to guide Executors and surviving family members in order to help alleviate the confusion and stress by supporting them through the steps of settling an Estate. 

With over 35 years of experience, Jaryll has dedicated 26 years to funeral services, following a successful banking career. 

As a Certified Executor Advisor, she combines financial acumen with compassion, aiding grieving families and Executors in estate settlement. 

Jaryll's diverse background uniquely positions her to navigate end-of-life complexities, offering empathetic support. Her commitment to staying current in the field is evident in achieving the Certified Executor Advisor designation. 

Passionate about easing others' burdens, Jaryll brings a wealth of knowledge to assist families through the challenging process of estate settlement.

I have my CFP and CLU designations with over 35 years in the financial planning industry as Senior Advisor. I work with a team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)

Investment management and services are sold via our dealer "Investment Planning Counsel "  and insurance product & services via PPI Advisory.

Working with families, small business owners to  provide " A lifetime of informed financial decisions".